We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF
RFG

105 hedge funds and large institutions have $101M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $83.8M → $101M (+$16.8M)

17% more funds holding

Funds holding: 90 → 105 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.99% less ownership

Funds ownership: 32.79% → 30.8% (-2%)

Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
26
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.5M
2
PCG
Prosperity Consulting Group
Maryland
+$2.2M
3
KAS
KPP Advisory Services
Kentucky
+$1.57M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
5
LPL Financial
LPL Financial
California
+$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.98M
2
NEPWA
New England Private Wealth Advisors
Massachusetts
-$3.62M
3
CCM
Coldstream Capital Management
Washington
-$903K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$614K
5
Osaic Holdings
Osaic Holdings
Arizona
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$786K +$450 +10 +0.1%
WH
27
Willner & Heller
California
$640K +$810 +18 +0.1%
CWM
28
Connecticut Wealth Management
Connecticut
$624K -$138K -3,063 -20%
PSF
29
Pacific Sun Financial
California
$606K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$545K +$483K +10,740 New
KAS
31
Kestra Advisory Services
Texas
$484K +$18.4K +408 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$458K +$70.2K +1,561 +21%
SF
33
Synovus Financial
Georgia
$454K +$585 +13 +0.1%
BP
34
Ballentine Partners
Massachusetts
$443K – – –
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$421K +$90 +2 +0%
OC
36
Oppenheimer & Co
New York
$402K +$18K +400 +5%
IFG
37
Independent Financial Group
California
$387K +$360 +8 +0.1%
JCM
38
Jacobi Capital Management
Pennsylvania
$365K +$405 +9 +0.1%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$353K +$67.8K +1,507 +28%
RJA
40
Raymond James & Associates
Florida
$344K +$27K +601 +10%
CA
41
Cetera Advisors
Colorado
$342K +$304K +6,754 New
Ameriprise
42
Ameriprise
Minnesota
$337K -$7.06K -157 -2%
CB
43
Commerce Bank
Missouri
$335K – – –
MFG
44
Merit Financial Group
Georgia
$334K – – –
Stifel Financial
45
Stifel Financial
Missouri
$296K – – –
HT
46
Heritage Trust
Oklahoma
$293K – – –
AIFAIM
47
American Institute for Advanced Investment Management
Arizona
$278K – – –
CFG
48
Citizens Financial Group
Rhode Island
$277K – – –
JWCA
49
J.W. Cole Advisors
Florida
$271K +$14.5K +322 +6%
TB
50
Treynor Bancshares
Iowa
$262K – – –
1
2
3 4 5

RFG Hedge Fund Activity: Q1 2024 in Review

105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q1 2024, worth a combined $101M — up 20% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RFG positions and 6 closed out — a net gain of 18 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $8.98M.

  • 105 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q1 2024, up from 90 in Q4 2023.
  • Funds reported $101M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q1 2024 and 6 closed out, a net change of +18 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q1 2024 was Christopher J. Hasenberg, an estimated $4.5M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2024.