RFG icon

Invesco S&P MidCap 400 Pure Growth ETF
RFG

Overview Fund Activity

64 hedge funds and large institutions have $250M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
27
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29M
2
CA
2
Cumberland Advisors
Florida
$4.22M
3
Wells Fargo
3
Wells Fargo
California
$41M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.5M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$12.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.47M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
BRCM
3
Bright Rock Capital Management
Massachusetts
$1.05M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$203K
5
CBB
5
Citizens Business Bank
California
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$1.07M 8,671 +8,671 New
BRCM
27
Bright Rock Capital Management
Massachusetts
$1.05M 8,500 -5,000 -37%
CIC
28
Carnegie Investment Counsel
Ohio
$899K 7,306 +7,306 New
BRWA
29
B. Riley Wealth Advisors
Florida
$831K 6,755 +5 +0.1%
CWM
30
Concert Wealth Management
California
$725K 5,879 +5,879 New
SFA
31
Sequoia Financial Advisors
Ohio
$629K 5,107 +5,107 New
CFA
32
Cahill Financial Advisors
Minnesota
$622K 5,052 +5,052 New
PSUF
33
People's United Financial
Connecticut
$608K 4,940 -100 -2%
WA
34
WFG Advisors
Texas
$603K 4,898 +173 +4%
PFG
35
Pacific Financial Group
Washington
$539K 4,383 +4,383 New
MCM
36
McMillion Capital Management
North Carolina
$530K 4,310 -500 -10%
VFS
37
VSR Financial Services
Kansas
$506K 4,112 +1,107 +37%
FMBTD
38
First Midwest Bank Trust Division
Illinois
$443K 3,600 – –
Creative Planning
39
Creative Planning
Kansas
$417K 3,392 +2,344 +224%
GT
40
Greenleaf Trust
Michigan
$394K 3,200 – –
FIM
41
Freedom Investment Management
Connecticut
$350K 2,843 -66 -2%
KFS
42
KMS Financial Services
Washington
$326K 2,650 -70 -3%
Brown Advisory
43
Brown Advisory
Maryland
$313K 2,544 – –
PAS
44
Partnervest Advisory Services
California
$304K 2,466 +396 +19%
NPC
45
National Planning Corporation
California
$284K 2,314 +489 +27%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$282K 2,288 +329 +17%
KA
47
Kovack Advisors
Florida
$269K 2,186 -162 -7%
FAAS
48
First Allied Advisory Services
California
$258K 2,117 -108 -5%
AAM
49
Aureus Asset Management
Massachusetts
$210K 1,705 +1,705 New
Northern Trust
50
Northern Trust
Illinois
$210K 1,710 +1,710 New
1
2
3