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Invesco S&P MidCap 400 Pure Growth ETF
RFG

104 hedge funds and large institutions have $118M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

2.94% more ownership

Funds ownership: 34.23% → 37.17% (+2.9%)

3% more capital invested

Capital invested by funds: $114M → $118M (+$3.96M)

1% more funds holding

Funds holding: 103 → 104 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
32
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$3.25M
2
Wells Fargo
Wells Fargo
California
+$1.19M
3
MTC
Matrix Trust Company
Colorado
+$860K
4
LPL Financial
LPL Financial
California
+$340K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$268K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.55M
2
AIP
Ameritas Investment Partners
Nebraska
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$602K
4
FFA
Farther Finance Advisors
California
-$576K
5
CWM
Connecticut Wealth Management
Connecticut
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.6M +$258K +5,129 +1%
LPL Financial
2
LPL Financial
California
$14.9M +$340K +6,774 +2%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.85M -$1.96K -39 -0%
TPWM
4
Twelve Points Wealth Management
Massachusetts
$9.38M -$83.5K -1,661 -0.8%
CCM
5
Coldstream Capital Management
Washington
$4.91M -$504K -10,034 -9%
MIM
6
Marshall Investment Management
Colorado
$4.83M +$4.93M +98,166 New
Goldman Sachs
7
Goldman Sachs
New York
$3.85M +$3.25M +64,670 +436%
Wells Fargo
8
Wells Fargo
California
$3.46M +$1.19M +23,755 +50%
AAS
9
Ameritas Advisory Services
Nebraska
$2.92M +$3.17K +63 +0.1%
UBS Group
10
UBS Group
Switzerland
$2.7M -$324K -6,448 -10%
Bank of America
11
Bank of America
North Carolina
$2.66M +$105K +2,089 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.55M +$90.2K +1,795 +4%
CWAG
13
Compton Wealth Advisory Group
Virginia
$2.3M – – –
PCG
14
Prosperity Consulting Group
Maryland
$2.22M -$39K -775 -2%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.52M +$118K +2,356 +8%
KAS
16
KPP Advisory Services
Kentucky
$1.51M -$131K -2,615 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.46M +$201K +4,004 +15%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.33M -$3.55M -70,629 -72%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.22M +$191K +3,792 +18%
DQRIM
20
Dale Q Rice Investment Management
Washington
$1.15M +$1.19M +23,702 New
Raymond James Financial
21
Raymond James Financial
Florida
$1.14M +$1.18M +23,546 New
SI
22
Stephens Inc
Arkansas
$1.11M – – –
CFS
23
Commonwealth Financial Services
West Virginia
$1.1M -$14.2K -283 -1%
NFC
24
Northeast Financial Consultants
Connecticut
$1.02M – – –
MTC
25
Matrix Trust Company
Colorado
$971K +$860K +17,116 +581%
1
2 3 4 5

RFG Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q4 2024, worth a combined $118M — up 3.5% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RFG positions and 11 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.25M. The largest seller was Osaic Holdings, cutting an estimated $3.55M.

  • 104 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $118M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q4 2024, up 3.5% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q4 2024 was Goldman Sachs, an estimated $3.25M added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.