We are live on ! Find out more
RFG icon

Invesco S&P MidCap 400 Pure Growth ETF
RFG

76 hedge funds and large institutions have $76.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3.76% more ownership

Funds ownership: 152.15% → 155.91% (+3.8%)

1% more funds holding

Funds holding: 75 → 76 (+1)

4% more capital invested

Capital invested by funds: $73.3M → $76.3M (+$3.04M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
23
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.98M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.12M
3
Citadel Advisors
Citadel Advisors
Florida
+$916K
4
HFRG
Houlihan Financial Resource Group
Virginia
+$712K
5
TPWM
Twelve Points Wealth Management
Massachusetts
+$649K

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$3.32M
2
LPL Financial
LPL Financial
California
-$3.23M
3
Morgan Stanley
Morgan Stanley
New York
-$643K
4
SFS
Sowell Financial Services
Arkansas
-$611K
5
Goldman Sachs
Goldman Sachs
New York
-$476K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$781 +$738 +20 New
EW
77
Element Wealth
Mississippi
$594 – – –
SFS
78
Sowell Financial Services
Arkansas
– -$611K -16,680 Closed
Goldman Sachs
79
Goldman Sachs
New York
– -$476K -13,005 Closed
FTUS
80
Flow Traders U.S.
New York
– -$218K -5,960 Closed
PGAM
81
Princeton Global Asset Management
New Jersey
– -$201K -5,500 Closed
ASN
82
Advisory Services Network
Georgia
– -$49.4K -1,350 Closed
BAM
83
Belpointe Asset Management
Nevada
– -$3.3K -90 Closed
1 2 3
4