Invesco S&P MidCap 400 Pure Growth ETF
RFG
88 hedge funds and large institutions have $110M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
1% more funds holding
Funds holding: 87 → 88 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $113M → $110M (-$3.59M)
10.24% less ownership
Funds ownership: 150.88% → 140.64% (-10%)
30% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.23M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$1.14M |
| 3 |
Goldman Sachs
New York
|
+$475K |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
+$350K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.37M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$4.22M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$2.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.13M |
RFG Hedge Fund Activity: Q1 2021 in Review
88 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q1 2021, worth a combined $110M — down 3.2% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RFG positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 23 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.23M. The largest seller was Morgan Stanley, cutting an estimated $6.37M.
- 88 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q1 2021, up from 87 in Q4 2020.
- Funds reported $110M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q1 2021, down 3.2% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q1 2021 and 8 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q1 2021 was LPL Financial, an estimated $2.23M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q1 2021 was Morgan Stanley, an estimated $6.37M sold.
Based on aggregated 13F filings for Q1 2021.