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Invesco S&P MidCap 400 Pure Growth ETF
RFG

108 hedge funds and large institutions have $100M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 104 → 108 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 37.17% → 36.4% (-0.77%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

15% less capital invested

Capital invested by funds: $118M → $100M (-$18M)

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
28
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
+$2.16M
2
IA
Integrity Alliance
Iowa
+$1.43M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.31M
4
FTUS
Flow Traders U.S.
New York
+$898K
5
AIA
Arrow Investment Advisors
Maryland
+$847K

Top Sellers

1
LPL Financial
LPL Financial
California
-$5.09M
2
MIM
Marshall Investment Management
Colorado
-$4.69M
3
Morgan Stanley
Morgan Stanley
New York
-$4.04M
4
Goldman Sachs
Goldman Sachs
New York
-$2.26M
5
CCM
Coldstream Capital Management
Washington
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
101
Flaharty Asset Management
Florida
$11.2K +$12.2K +255 New
FFA
102
Founders Financial Alliance
North Carolina
$8.41K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$7.93K – – –
CIAS
104
CBIZ Investment Advisory Services
Ohio
$6.25K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$2.31K -$430 -9 -15%
ME
106
McIlrath & Eck
Washington
$2.19K – – –
MIM
107
Marshall Investment Management
Colorado
$2.06K -$4.69M -98,119 -100%
CA
108
Clearstead Advisors
Ohio
$1.1K +$1.2K +25 New
MML Investors Services
109
MML Investors Services
Massachusetts
– -$225K -4,644 Closed
PA
110
PFG Advisors
Arizona
– -$212K -4,388 Closed
EH
111
Equitable Holdings
New York
– -$209K -4,325 Closed
BWG
112
Berry Wealth Group
Texas
– -$206K -4,250 Closed
TIAA Trust, National Association
113
TIAA Trust, National Association
North Carolina
– -$205K -4,235 Closed
BlackRock
114
BlackRock
New York
– -$38.3K -790 Closed
LDB
115
Lee, Danner & Bass
Tennessee
– -$19.9K -410 Closed
EW
116
Element Wealth
Mississippi
– -$742 -15 Closed
1 2 3 4
5

RFG Hedge Fund Activity: Q1 2025 in Review

108 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q1 2025, worth a combined $100M — down 15% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RFG positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 32 trimmed.

The largest buyer was Citigroup, adding an estimated $2.16M. The largest seller was LPL Financial, cutting an estimated $5.09M.

  • 108 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $100M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q1 2025 and 8 closed out, a net change of +5 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q1 2025 was Citigroup, an estimated $2.16M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q1 2025 was LPL Financial, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2025.