Invesco S&P MidCap 400 Pure Growth ETF
RFG
58 hedge funds and large institutions have $204M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 57 → 58 (+1)
1% more capital invested
Capital invested by funds: $203M → $204M (+$1.02M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
15% less ownership
Funds ownership: 167.78% → 152.78% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.79M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.31M |
| 4 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$1.45M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.72M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.99M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.95M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.12M |
RFG Hedge Fund Activity: Q3 2013 in Review
58 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q3 2013, worth a combined $204M — up 0.5% from $203M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RFG positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.98M. The largest seller was United Capital Financial Advisors, cutting an estimated $8.24M.
- 58 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q3 2013, up from 57 in Q2 2013.
- Funds reported $204M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q3 2013, up 0.5% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q3 2013 and 6 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q3 2013 was LPL Financial, an estimated $4.98M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q3 2013 was United Capital Financial Advisors, an estimated $8.24M sold.
Based on aggregated 13F filings for Q3 2013.