We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF
RFG

91 hedge funds and large institutions have $120M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

6.63% more ownership

Funds ownership: 150.07% → 156.7% (+6.6%)

2% more funds holding

Funds holding: 89 → 91 (+2)

1% more capital invested

Capital invested by funds: $120M → $120M (+$677K)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
2
LPL Financial
LPL Financial
California
+$1.06M
3
IMC Chicago
IMC Chicago
Illinois
+$851K
4
Osaic Holdings
Osaic Holdings
Arizona
+$697K
5
Truist Financial
Truist Financial
North Carolina
+$503K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$654K
2
HighTower Advisors
HighTower Advisors
Illinois
-$477K
3
LFAS
Level Four Advisory Services
Texas
-$467K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$445K
5
TRCT
Tower Research Capital (TRC)
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
76
Wagner Wealth Management (South Carolina)
South Carolina
$15K – – –
JFA
77
JNBA Financial Advisors
Minnesota
$13K – – –
JWBC
78
John W. Brooker & Co
California
$11K – – –
M
79
MOTCO
Texas
$10K – – –
FFA
80
Founders Financial Alliance
North Carolina
$8K – – –
SNT
81
Security National Trust
West Virginia
$7K – – –
KFI
82
Key Financial Inc
Pennsylvania
$6K – – –
BFC
83
Bedel Financial Consulting
Indiana
$4K – – –
NFG
84
Next Financial Group
Texas
$4K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$3K – – –
GKWIM
86
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3.38K +75 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$2.21K +$2.25K +50 New
AFG
88
Albion Financial Group
Utah
$1K – – –
EW
89
Element Wealth
Mississippi
$1K – – –
TCWM
90
Total Clarity Wealth Management
Illinois
$1K +$1.13K +25 New
HighTower Advisors
91
HighTower Advisors
Illinois
– -$477K -10,525 Closed
LFAS
92
Level Four Advisory Services
Texas
– -$467K -10,310 Closed
JWCA
93
J.W. Cole Advisors
Florida
– -$226K -4,995 Closed
PAG
94
Private Advisor Group
New Jersey
– -$214K -4,730 Closed
WI
95
WBI Investments
New Jersey
– -$201K -4,435 Closed
PWP
96
Personal Wealth Partners
Minnesota
– -$122K -2,695 Closed
ASN
97
Advisory Services Network
Georgia
– -$61K -1,350 Closed
RDWM
98
Red Door Wealth Management
Tennessee
– -$7K -160 Closed
AssetMark Inc
99
AssetMark Inc
California
– -$1K -20 Closed
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– +$226 +5 New
1 2 3
4

RFG Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q3 2021, worth a combined $120M — up 0.57% from $120M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RFG positions and 9 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.52M. The largest seller was Goldman Sachs, cutting an estimated $654K.

  • 91 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $120M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q3 2021, up 0.57% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q3 2021 and 9 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q3 2021 was Citadel Advisors, an estimated $1.52M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q3 2021 was Goldman Sachs, an estimated $654K sold.

Based on aggregated 13F filings for Q3 2021.