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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
CB
51
Commerce Bank
Missouri
$317K
JWCA
52
J.W. Cole Advisors
Florida
$311K +$321 +7 +0.1%
CSP
53
Cary Street Partners
Virginia
$305K
HT
54
Heritage Trust
Oklahoma
$282K
GWA
55
Genesis Wealth Advisors
Massachusetts
$272K
CFG
56
Citizens Financial Group
Rhode Island
$267K
Corient Private Wealth
57
Corient Private Wealth
Florida
$265K -$48.8K -1,065 -16%
IWC
58
Integrated Wealth Concepts
Massachusetts
$254K
CFA
59
Cahill Financial Advisors
Minnesota
$240K
Comerica Bank
60
Comerica Bank
Texas
$236K
SWM
61
Segment Wealth Management
Texas
$235K
GWS
62
Glassman Wealth Services
Virginia
$226K
BPWM
63
Badgley Phelps Wealth Managers
Washington
$210K -$13.8K -300 -7%
FA
64
Fiduciary Alliance
South Carolina
$210K +$198K +4,309 New
QCM
65
Quantinno Capital Management
New York
$208K +$196K +4,272 New
BWG
66
Berry Wealth Group
Texas
$207K +$195K +4,250 New
EH
67
Equitable Holdings
New York
$207K +$195K +4,242 New
TRCT
68
Tower Research Capital (TRC)
New York
$177K -$420K -9,159 -72%
SWM
69
Spire Wealth Management
Virginia
$154K +$367 +8 +0.3%
CT
70
Caldwell Trust
Florida
$139K
HR
71
Howe & Rusling
New York
$129K +$122K +2,650 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$124K +$21.8K +475 +23%
PGAM
73
Princeton Global Asset Management
New Jersey
$123K
SIC
74
Salem Investment Counselors
North Carolina
$122K
TC
75
Trust Company
Kansas
$111K

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.