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Invesco S&P MidCap 400 Pure Growth ETF

96 hedge funds and large institutions have $130M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $120M → $130M (+$9.38M)

7.18% more ownership

Funds ownership: 156.7%163.88% (+7.2%)

5% more funds holding

Funds holding: 9196 (+5)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
76
Ellis Investment Partners
Pennsylvania
$24K
APA
77
American Portfolios Advisors
New York
$23.6K
GEA
78
Glen Eagle Advisors
New Jersey
$23.1K
IA
79
IFP Advisors
Florida
$22K
CA
80
CoreCap Advisors
Michigan
$22K +$22K +475 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$21K
TFO
82
Tarbox Family Office
California
$19K
JFA
83
JNBA Financial Advisors
Minnesota
$13K
JWBC
84
John W. Brooker & Co
California
$12K
SCA
85
Snowden Capital Advisors
New York
$11K +$11.6K +250 New
M
86
MOTCO
Texas
$10K
FFA
87
Founders Financial Alliance
North Carolina
$9K
KFI
88
Key Financial Inc
Pennsylvania
$6K
BFC
89
Bedel Financial Consulting
Indiana
$4K
NFG
90
Next Financial Group
Texas
$4K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$3K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.47K +75 New
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$2.31K
AFG
94
Albion Financial Group
Utah
$1K
EW
95
Element Wealth
Mississippi
$1K
TCWM
96
Total Clarity Wealth Management
Illinois
$1K
Truist Financial
97
Truist Financial
North Carolina
-$492K -11,145 Closed
SS
98
Sunbelt Securities
Texas
-$353K -8,140 Closed
JMPWA
99
JP Morgan Private Wealth Advisors
California
-$219K -4,955 Closed
CFA
100
Cahill Financial Advisors
Minnesota
-$174K -3,935 Closed

RFG Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2021, worth a combined $130M — up 7.8% from $120M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RFG positions and 8 closed out — a net gain of 7 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Intrua Financial, opening a new position worth an estimated $1.41M. The largest seller was Citadel Advisors, cutting an estimated $939K.

  • 96 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $130M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2021, up 7.8% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2021 and 8 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2021 was Intrua Financial, an estimated $1.41M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2021 was Citadel Advisors, an estimated $939K sold.

Based on aggregated 13F filings for Q4 2021.