Invesco S&P MidCap 400 Pure Growth ETF
RFG
94 hedge funds and large institutions have $234M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29.7% more ownership
Funds ownership: 156.57% → 186.28% (+30%)
22% more capital invested
Capital invested by funds: $192M → $234M (+$41.6M)
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
7% more funds holding
Funds holding: 88 → 94 (+6)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
101
Centaurus Financial
Anaheim,
California
| – | -$32K | -985 | Closed |
|
102
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$25K | -770 | Closed |
|
|
AWA
103
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$19K | -600 | Closed |
|
RFG Hedge Fund Activity: Q3 2018 in Review
94 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q3 2018, worth a combined $234M — up 22% from $192M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RFG positions and 9 closed out — a net gain of 7 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was Rainey & Randall Wealth Advisors, opening a new position worth an estimated $23M. The largest seller was Bank of America, cutting an estimated $1.09M.
- 94 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q3 2018, up from 88 in Q2 2018.
- Funds reported $234M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q3 2018, up 22% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q3 2018 and 9 closed out, a net change of +7 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q3 2018 was Rainey & Randall Wealth Advisors, an estimated $23M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q3 2018 was Bank of America, an estimated $1.09M sold.
Based on aggregated 13F filings for Q3 2018.