Invesco S&P MidCap 400 Pure Growth ETF
RFG
105 hedge funds and large institutions have $101M 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, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
34% more capital invested
Capital invested by funds: $75.2M → $101M (+$25.4M)
17% more funds holding
Funds holding: 90 → 105 (+15)
1.4% more ownership
Funds ownership: 29.4% → 30.8% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
+$4.5M |
| 2 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$2.2M |
| 3 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
+$1.57M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
-$3.62M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$903K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$614K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$540K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$297K |
RFG Hedge Fund Activity: Q1 2024 in Review
105 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q1 2024, worth a combined $101M — up 34% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new RFG positions and 6 closed out — a net gain of 18 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was Christopher J. Hasenberg, opening a new position worth an estimated $4.5M. The largest seller was New England Private Wealth Advisors, cutting an estimated $3.62M.
- 105 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q1 2024, up from 90 in Q4 2023.
- Funds reported $101M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q1 2024, up 34% quarter-over-quarter.
- 24 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q1 2024 and 6 closed out, a net change of +18 holders.
- The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q1 2024 was Christopher J. Hasenberg, an estimated $4.5M added.
- The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q1 2024 was New England Private Wealth Advisors, an estimated $3.62M sold.
Based on aggregated 13F filings for Q1 2024.