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Invesco S&P MidCap 400 Pure Growth ETF

86 hedge funds and large institutions have $84.9M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

35.62% more ownership

Funds ownership: 131.53%167.15% (+36%)

33% more capital invested

Capital invested by funds: $63.7M → $84.9M (+$21.3M)

12% more funds holding

Funds holding: 7786 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
20
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$122K +$110K +3,010 +743%
SWM
52
Spire Wealth Management
Virginia
$111K +$183 +5 +0.2%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$110K -$5.86K -160 -5%
IA
54
IFP Advisors
Florida
$106K -$18.3K -500 -13%
CT
55
Caldwell Trust
Florida
$102K
GRP
56
Global Retirement Partners
California
$96K
SIC
57
Salem Investment Counselors
North Carolina
$89.5K
GIA
58
GHP Investment Advisors
Colorado
$76.2K +$78K +2,130 New
WFA
59
WestHill Financial Advisors
California
$74.7K
HWM
60
Horizons Wealth Management
North Carolina
$58K -$6.78K -185 -10%
AWM
61
AllSquare Wealth Management
New York
$54.6K
HNB
62
Huntington National Bank
Ohio
$54.6K
ASN
63
Advisory Services Network
Georgia
$48.4K +$49.4K +1,350 New
PA
64
PSI Advisors
Florida
$33.1K -$40.8K -1,115 -55%
JP Morgan Chase
65
JP Morgan Chase
New York
$31K +$31.7K +865 New
TC
66
Trust Company
Kansas
$25K
TAIM
67
TD Ameritrade Investment Management
Nebraska
$24K -$3.85K -105 -14%
Citigroup
68
Citigroup
New York
$23.3K
LCM
69
Logan Capital Management
Pennsylvania
$21.5K +$22K +600 New
BAM
70
Belpointe Asset Management
Nevada
$21.1K +$21.6K +590 New
GEA
71
Glen Eagle Advisors
New Jersey
$17.9K
FCA
72
Fortis Capital Advisors
Kansas
$17.9K +$18.3K +500 New
FFL
73
Financial Freedom LLC
Ohio
$13.8K +$14.1K +385 New
GT
74
Glenmede Trust
Pennsylvania
$9.67K
William Blair & Company
75
William Blair & Company
Illinois
$9.49K

RFG Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2022, worth a combined $84.9M — up 33% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new RFG positions and 7 closed out — a net gain of 10 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.54M. The largest seller was IMC Chicago, cutting an estimated $2.91M.

  • 86 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $84.9M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 17 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2022 and 7 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2022 was LPL Financial, an estimated $2.54M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2022 was IMC Chicago, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2022.