Invesco S&P MidCap 400 Pure Growth ETF
RFG
85 hedge funds and large institutions have $253M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 80 → 85 (+5)
4.61% more ownership
Funds ownership: 173.21% → 177.82% (+4.6%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
6% less capital invested
Capital invested by funds: $269M → $253M (-$15.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.01M |
| 2 |
PA
Paracle Advisors
Mercer Island,
Washington
|
+$4.72M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.15M |
| 5 |
BRCM
Bright Rock Capital Management
Hanover,
Massachusetts
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.42M |
| 3 |
Morgan Stanley
New York
|
-$6.53M |
| 4 |
Jane Street
New York
|
-$5.72M |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$3.53M |
RFG Hedge Fund Activity: Q4 2014 in Review
85 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2014, worth a combined $253M — down 5.6% from $269M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RFG positions and 12 closed out — a net gain of 7 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $7.01M. The largest seller was Wells Fargo, cutting an estimated $12.9M.
- 85 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2014, up from 80 in Q3 2014.
- Funds reported $253M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2014, down 5.6% quarter-over-quarter.
- 19 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2014 and 12 closed out, a net change of +7 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $7.01M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2014 was Wells Fargo, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2014.