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Invesco S&P MidCap 400 Pure Growth ETF
RFG

103 hedge funds and large institutions have $114M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

1.5% less ownership

Funds ownership: 35.73% → 34.23% (-1.5%)

6% less funds holding

Funds holding: 109 → 103 (-6)

10% less capital invested

Capital invested by funds: $127M → $114M (-$12.7M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
29
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TPWM
Twelve Points Wealth Management
Massachusetts
+$521K
2
Goldman Sachs
Goldman Sachs
New York
+$479K
3
Citigroup
Citigroup
New York
+$372K
4
Jane Street
Jane Street
New York
+$350K
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$349K

Top Sellers

1
PIS
POM Investment Strategies
North Carolina
-$6.24M
2
CJH
Christopher J. Hasenberg
Wisconsin
-$4.99M
3
AIA
Arrow Investment Advisors
Maryland
-$1.02M
4
Bank of America
Bank of America
North Carolina
-$1.01M
5
FFA
Farther Finance Advisors
California
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
101
Knuff & Co
California
$4.53K +$4.44K +92 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$3.03K -$49.4K -1,025 -94%
ME
103
McIlrath & Eck
Washington
$2.46K – – –
EW
104
Element Wealth
Mississippi
$753 – – –
PIS
105
POM Investment Strategies
North Carolina
$10 -$6.24M -129,320 Closed
AIA
106
Arrow Investment Advisors
Maryland
– -$1.02M -20,883 Closed
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
– -$366K -7,512 Closed
IWC
108
Integrated Wealth Concepts
Massachusetts
– -$254K -5,205 Closed
HOWA
109
Heritage Oak Wealth Advisors
Florida
– -$233K -4,780 Closed
TL
110
Tradewinds LLC
North Carolina
– -$232K -4,757 Closed
SWP
111
Stratos Wealth Partners
Ohio
– -$225K -4,608 Closed
HF
112
HRT Financial
New York
– -$214K -4,399 Closed
WIA
113
Wetzel Investment Advisors
Indiana
– -$45.4K -895 Closed
ATPW
114
Ashton Thomas Private Wealth
Arizona
– -$22.5K -462 Closed
CA
115
Crewe Advisors
Utah
– -$1.22K -25 Closed
AssetMark Inc
116
AssetMark Inc
California
– -$244 -5 Closed
CPBTD
117
Central Pacific Bank - Trust Division
Hawaii
– -$244 -5 Closed
1 2 3 4
5

RFG Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q3 2024, worth a combined $114M — down 10% from $127M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of RFG and 8 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 29 added.

The largest buyer was Twelve Points Wealth Management, adding an estimated $521K. The largest seller was POM Investment Strategies, exiting entirely with an estimated $6.24M sold.

  • 103 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q3 2024, down from 109 in Q2 2024.
  • Funds reported $114M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q3 2024, down 10% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q3 2024 and 13 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q3 2024 was Twelve Points Wealth Management, an estimated $521K added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q3 2024 was POM Investment Strategies, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2024.