Invesco S&P MidCap 400 Pure Growth ETF
RFG
82 hedge funds and large institutions have $262M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
11.68% more ownership
Funds ownership: 165.34% → 177.02% (+12%)
4% more funds holding
Funds holding: 79 → 82 (+3)
3% more capital invested
Capital invested by funds: $254M → $262M (+$7.97M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$17.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.02M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$2.72M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$2.61M |
| 5 |
Morgan Stanley
New York
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.9M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.74M |
| 4 |
SG Americas Securities
New York
|
-$2.11M |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$1.64M |
RFG Hedge Fund Activity: Q3 2015 in Review
82 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q3 2015, worth a combined $262M — up 3.1% from $254M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RFG positions and 7 closed out — a net gain of 5 holders — while 33 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $17.3M. The largest seller was Atria Investments, cutting an estimated $7.9M.
- 82 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q3 2015, up from 79 in Q2 2015.
- Funds reported $262M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q3 2015, up 3.1% quarter-over-quarter.
- 12 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q3 2015 and 7 closed out, a net change of +5 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q3 2015 was Bank of America, an estimated $17.3M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q3 2015 was Atria Investments, an estimated $7.9M sold.
Based on aggregated 13F filings for Q3 2015.