RFG icon

Invesco S&P MidCap 400 Pure Growth ETF
RFG

Overview Fund Activity

103 hedge funds and large institutions have $100M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
25
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$5.07M
2
PCG
2
Prosperity Consulting Group
Maryland
$2.48M
3
KAS
3
KPP Advisory Services
Kentucky
$1.77M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.24M
5
LPL Financial
5
LPL Financial
California
$9.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$5.84M
3
CCM
3
Coldstream Capital Management
Washington
$6.45M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.1M 218,260 -199,714 -48%
LPL Financial
2
LPL Financial
California
$9.5M 187,413 +24,022 +15%
TPWM
3
Twelve Points Wealth Management
Massachusetts
$8.72M 172,001 +20,367 +13%
CCM
4
Coldstream Capital Management
Washington
$6.45M 127,161 -20,077 -14%
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$5.84M 115,546 -80,456 -41%
Osaic Holdings
6
Osaic Holdings
Arizona
$5.48M 108,135 -11,999 -10%
CJH
7
Christopher J. Hasenberg
Wisconsin
$5.07M 99,984 +99,984 New
UBS Group
8
UBS Group
Switzerland
$3.25M 64,143 +18,494 +41%
AAS
9
Ameritas Advisory Services
Nebraska
$2.78M 57,981 +15,790 +37%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.71M 53,459 -1,168 -2%
Bank of America
11
Bank of America
North Carolina
$2.6M 51,196 -1,506 -3%
CWAG
12
Compton Wealth Advisory Group
Virginia
$2.56M 50,500 – –
PCG
13
Prosperity Consulting Group
Maryland
$2.48M 48,935 +48,935 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.24M 44,115 +24,369 +123%
Wells Fargo
15
Wells Fargo
California
$2.24M 44,091 -3,280 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.78M 35,144 -115 -0.3%
KAS
17
KPP Advisory Services
Kentucky
$1.77M 34,985 +34,985 New
SI
18
Stephens Inc
Arkansas
$1.16M 22,855 – –
NFC
19
Northeast Financial Consultants
Connecticut
$1.06M 21,000 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.04M 20,480 -1,142 -5%
AIA
21
Arrow Investment Advisors
Maryland
$1.04M 20,427 +20,427 New
CFS
22
Commonwealth Financial Services
West Virginia
$980K 23,750 +1,895 +9%
HighTower Advisors
23
HighTower Advisors
Illinois
$951K 18,781 -3,157 -14%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$947K 18,682 -3,604 -16%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$942K 18,588 +1,737 +10%
1
2 3 4 5