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Invesco S&P MidCap 400 Pure Growth ETF

109 hedge funds and large institutions have $94.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 108109 (+1)

4.11% less ownership

Funds ownership: 36.4%32.29% (-4.1%)

6% less capital invested

Capital invested by funds: $100M → $94.3M (-$5.78M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
26
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$886K -$9.08K -198 -1%
AIA
27
Arrow Investment Advisors
Maryland
$862K -$963 -21 -0.1%
BRWA
28
B. Riley Wealth Advisors
Florida
$790K +$743K +16,204 New
OC
29
Oppenheimer & Co
New York
$776K +$378K +8,250 +108%
IFG
30
Independent Financial Group
California
$757K -$85.8K -1,871 -11%
SFS
31
Sowell Financial Services
Arkansas
$733K -$17.5K -382 -2%
IA
32
Integrity Alliance
Iowa
$728K -$685K -14,939 -50%
KAS
33
Kestra Advisory Services
Texas
$686K +$2.2K +48 +0.3%
MHS
34
M Holdings Securities
Oregon
$681K +$641K +13,974 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$630K +$50.1K +1,093 +9%
PSF
36
Pacific Sun Financial
California
$571K
WH
37
Willner & Heller
California
$563K +$1.33K +29 +0.3%
CWM
38
Connecticut Wealth Management
Connecticut
$552K
VIP
39
Vista Investment Partners
Oklahoma
$530K +$52.7K +1,149 +12%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$501K -$43.8K -954 -9%
DQRIM
41
Dale Q Rice Investment Management
Washington
$488K -$547K -11,922 -55%
SF
42
Synovus Financial
Georgia
$439K +$1.01K +22 +0.2%
BP
43
Ballentine Partners
Massachusetts
$426K
Stifel Financial
44
Stifel Financial
Missouri
$378K +$49.2K +1,072 +16%
JCM
45
Jacobi Capital Management
Pennsylvania
$353K +$780 +17 +0.2%
IIC
46
Ironwood Investment Counsel
Arizona
$348K
MFG
47
Merit Financial Group
Georgia
$336K +$275 +6 +0.1%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$325K +$25.8K +563 +9%
AIFAIM
49
American Institute for Advanced Investment Management
Arizona
$325K +$9.17K +200 +3%
Ameriprise
50
Ameriprise
Minnesota
$320K +$37.1K +809 +14%

RFG Hedge Fund Activity: Q2 2025 in Review

109 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q2 2025, worth a combined $94.3M — down 5.8% from $100M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFG positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $783K. The largest seller was Twelve Points Wealth Management, cutting an estimated $6.19M.

  • 109 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $94.3M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $783K added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q2 2025 was Twelve Points Wealth Management, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2025.