Invesco S&P MidCap 400 Pure Growth ETF
RFG
64 hedge funds and large institutions have $250M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
22% more capital invested
Capital invested by funds: $204M → $250M (+$45.8M)
10% more funds holding
Funds holding: 58 → 64 (+6)
3.37% more ownership
Funds ownership: 152.78% → 156.15% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.32M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$3.99M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.8M |
| 4 |
Morgan Stanley
New York
|
+$1.74M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.32M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 3 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
-$583K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$434K |
| 5 |
CBB
Citizens Business Bank
Ontario,
California
|
-$354K |
RFG Hedge Fund Activity: Q4 2013 in Review
64 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2013, worth a combined $250M — up 22% from $204M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RFG positions and 5 closed out — a net gain of 8 holders — while 27 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $6.32M. The largest seller was Royal Bank of Canada, cutting an estimated $2.32M.
- 64 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2013, up from 58 in Q3 2013.
- Funds reported $250M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2013, up 22% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2013 and 5 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2013 was Bank of America, an estimated $6.32M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2013.