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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AIFAIM
51
American Institute for Advanced Investment Management
Arizona
$266K – – –
CFG
52
Citizens Financial Group
Rhode Island
$265K – – –
JWCA
53
J.W. Cole Advisors
Florida
$259K +$50 +1 +0%
Corient Private Wealth
54
Corient Private Wealth
Florida
$258K +$268K +5,337 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$252K +$262K +5,205 New
CFA
56
Cahill Financial Advisors
Minnesota
$238K +$247K +4,920 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$236K +$245K +4,869 New
Comerica Bank
58
Comerica Bank
Texas
$235K – – –
SWM
59
Segment Wealth Management
Texas
$234K – – –
MML Investors Services
60
MML Investors Services
Massachusetts
$225K +$2.41K +48 +1%
GWS
61
Glassman Wealth Services
Virginia
$224K – – –
PA
62
PFG Advisors
Arizona
$212K -$31.3K -623 -12%
EH
63
Equitable Holdings
New York
$209K +$50 +1 +0%
BWG
64
Berry Wealth Group
Texas
$206K – – –
TIAA Trust, National Association
65
TIAA Trust, National Association
North Carolina
$205K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$198K +$38.6K +768 +23%
PGAM
67
Princeton Global Asset Management
New Jersey
$194K – – –
SWM
68
Spire Wealth Management
Virginia
$152K +$101 +2 +0.1%
CT
69
Caldwell Trust
Florida
$138K – – –
SIC
70
Salem Investment Counselors
North Carolina
$121K – – –
TC
71
Trust Company
Kansas
$110K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$105K +$95K +1,890 +675%
GIA
73
GHP Investment Advisors
Colorado
$83.9K – – –
AWM
74
AllSquare Wealth Management
New York
$73.8K – – –
PS
75
Principal Securities
Iowa
$73.6K – – –
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.