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Invesco S&P MidCap 400 Pure Growth ETF
RFG

104 hedge funds and large institutions have $118M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2.94% more ownership

Funds ownership: 34.23% → 37.17% (+2.9%)

3% more capital invested

Capital invested by funds: $114M → $118M (+$3.96M)

1% more funds holding

Funds holding: 103 → 104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
32
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.25M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
MTC
Matrix Trust Company
Colorado
+$860K
4
LPL Financial
LPL Financial
California
+$340K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$268K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
2
AIP
Ameritas Investment Partners
Nebraska
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$602K
4
FFA
Farther Finance Advisors
California
-$576K
5
CWM
Connecticut Wealth Management
Connecticut
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$970K +$236K +4,686 +31%
HighTower Advisors
27
HighTower Advisors
Illinois
$959K – – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$958K -$168K -3,335 -14%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$897K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$811K +$81.6K +1,623 +11%
SFS
31
Sowell Financial Services
Arkansas
$747K +$201 +4 +0%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$714K +$205K +4,073 +38%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$703K +$166K +3,298 +29%
KAS
34
Kestra Advisory Services
Texas
$693K +$239K +4,763 +50%
CFG
35
Cornerstone Financial Group
Nebraska
$669K +$694K +13,816 New
WH
36
Willner & Heller
California
$609K -$3.02K -60 -0.5%
PSF
37
Pacific Sun Financial
California
$591K – – –
IFG
38
Independent Financial Group
California
$529K +$131K +2,608 +31%
SF
39
Synovus Financial
Georgia
$434K +$251 +5 +0.1%
BP
40
Ballentine Partners
Massachusetts
$423K – – –
Ameriprise
41
Ameriprise
Minnesota
$379K +$5.28K +105 +1%
OC
42
Oppenheimer & Co
New York
$365K -$15.3K -305 -4%
JCM
43
Jacobi Capital Management
Pennsylvania
$349K +$201 +4 +0.1%
MFG
44
Merit Financial Group
Georgia
$333K +$43.8K +871 +14%
CB
45
Commerce Bank
Missouri
$320K – – –
CSP
46
Cary Street Partners
Virginia
$303K +$314K +6,253 New
Stifel Financial
47
Stifel Financial
Missouri
$296K +$6.79K +135 +2%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$285K -$55.2K -1,098 -16%
HT
49
Heritage Trust
Oklahoma
$280K +$291K +5,780 New
GWA
50
Genesis Wealth Advisors
Massachusetts
$270K +$280K +5,570 New
1
2
3 4 5

RFG Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2024, worth a combined $118M — up 3.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RFG positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.25M. The largest seller was Osaic Holdings, cutting an estimated $3.55M.

  • 104 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $118M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2024 was Goldman Sachs, an estimated $3.25M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.