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Invesco S&P MidCap 400 Pure Growth ETF
RFG

104 hedge funds and large institutions have $118M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2.94% more ownership

Funds ownership: 34.23% → 37.17% (+2.9%)

3% more capital invested

Capital invested by funds: $114M → $118M (+$3.96M)

1% more funds holding

Funds holding: 103 → 104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
32
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.25M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
MTC
Matrix Trust Company
Colorado
+$860K
4
LPL Financial
LPL Financial
California
+$340K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$268K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
2
AIP
Ameritas Investment Partners
Nebraska
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$602K
4
FFA
Farther Finance Advisors
California
-$576K
5
CWM
Connecticut Wealth Management
Connecticut
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$70.9K -$1.26K -25 -2%
HWM
77
Horizons Wealth Management
North Carolina
$65.3K -$50 -1 -0.1%
PA
78
Parallel Advisors
California
$60.5K – – –
NA
79
NewEdge Advisors
Louisiana
$49.3K – – –
PA
80
PSI Advisors
Florida
$47.3K – – –
SS
81
Sunbelt Securities
Texas
$42.6K +$50 +1 +0.1%
JP Morgan Chase
82
JP Morgan Chase
New York
$41.5K +$18K +358 +72%
BlackRock
83
BlackRock
New York
$38.3K +$39.7K +790 New
RF
84
Robinswood Financial
Washington
$37K +$38.5K +765 New
TFA
85
Toth Financial Advisory
Virginia
$36.3K – – –
TWM
86
Topsail Wealth Management
North Carolina
$36.3K +$37.7K +750 New
FFA
87
Farther Finance Advisors
California
$34.8K -$576K -11,458 -94%
CJH
88
Christopher J. Hasenberg
Wisconsin
$29.2K -$85.3K -1,697 -74%
Barclays
89
Barclays
United Kingdom
$29.1K – – –
IA
90
IFP Advisors
Florida
$27.9K – – –
VNA
91
Valley National Advisers
Pennsylvania
$26K – – –
GEA
92
Glen Eagle Advisors
New Jersey
$24.2K +$50 +1 +0.2%
LDB
93
Lee, Danner & Bass
Tennessee
$19.9K +$20.6K +410 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$19K -$24.5K -487 -56%
MSG
95
Main Street Group
Virginia
$15.7K – – –
SPIA
96
Steward Partners Investment Advisory
New York
$14K – – –
William Blair & Company
97
William Blair & Company
Illinois
$12.8K – – –
DFA
98
DHJJ Financial Advisors
Illinois
$12.6K – – –
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
$9.98K – – –
FFA
100
Founders Financial Alliance
North Carolina
$9.28K – – –
1 2 3
4
5

RFG Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2024, worth a combined $118M — up 3.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RFG positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.25M. The largest seller was Osaic Holdings, cutting an estimated $3.55M.

  • 104 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $118M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2024 was Goldman Sachs, an estimated $3.25M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.