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Invesco S&P MidCap 400 Pure Growth ETF
RFG

105 hedge funds and large institutions have $101M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

20% more capital invested

Capital invested by funds: $83.8M → $101M (+$16.8M)

17% more funds holding

Funds holding: 90 → 105 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.99% less ownership

Funds ownership: 32.79% → 30.8% (-2%)

Holders
105
Holders Change
+15
Holders Change %
+16.67%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
26
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
+$4.5M
2
PCG
Prosperity Consulting Group
Maryland
+$2.2M
3
KAS
KPP Advisory Services
Kentucky
+$1.57M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.1M
5
LPL Financial
LPL Financial
California
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.98M
2
NEPWA
New England Private Wealth Advisors
Massachusetts
-$3.62M
3
CCM
Coldstream Capital Management
Washington
-$903K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$614K
5
Osaic Holdings
Osaic Holdings
Arizona
-$540K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AllSquare Wealth Management
New York
$77.3K – – –
HNB
77
Huntington National Bank
Ohio
$77.3K – – –
PA
78
Parallel Advisors
California
$63.4K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$58K +$49.2K +1,093 +2,186%
HWM
80
Horizons Wealth Management
North Carolina
$55.7K – – –
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$52.1K +$11.8K +262 +34%
PA
82
PSI Advisors
Florida
$49.5K – – –
SS
83
Sunbelt Securities
Texas
$44.5K +$45 +1 +0.1%
GEA
84
Glen Eagle Advisors
New Jersey
$42.9K – – –
WIA
85
Wetzel Investment Advisors
Indiana
$42K – – –
TFA
86
Toth Financial Advisory
Virginia
$38K +$33.7K +750 New
Citigroup
87
Citigroup
New York
$33K – – –
NA
88
NewEdge Advisors
Louisiana
$32.2K – – –
VNA
89
Valley National Advisers
Pennsylvania
$27K +$24.3K +540 New
IA
90
IFP Advisors
Florida
$25.4K +$90 +2 +0.4%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$20.2K +$18K +400 New
PS
92
Principal Securities
Iowa
$16.5K – – –
MSG
93
Main Street Group
Virginia
$16.4K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$14.7K +$13K +290 New
William Blair & Company
95
William Blair & Company
Illinois
$13.4K – – –
DFA
96
DHJJ Financial Advisors
Illinois
$13.2K – – –
FFA
97
Founders Financial Alliance
North Carolina
$9.69K – – –
CIAS
98
CBIZ Investment Advisory Services
Ohio
$7.2K +$6.39K +142 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.12K – – –
ME
100
McIlrath & Eck
Washington
$2.54K +$2.25K +50 New
1 2 3
4
5

RFG Hedge Fund Activity: Q1 2024 in Review

105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q1 2024, worth a combined $101M — up 20% from $83.8M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RFG positions and 6 closed out — a net gain of 18 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $4.5M. The largest seller was Morgan Stanley, cutting an estimated $8.98M.

  • 105 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q1 2024, up from 90 in Q4 2023.
  • Funds reported $101M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q1 2024, up 20% quarter-over-quarter.
  • 24 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q1 2024 and 6 closed out, a net change of +18 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q1 2024 was Christopher J. Hasenberg, an estimated $4.5M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2024.