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Invesco S&P MidCap 400 Pure Growth ETF

109 hedge funds and large institutions have $94.3M invested in Invesco S&P MidCap 400 Pure Growth ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 108109 (+1)

4.11% less ownership

Funds ownership: 36.4%32.29% (-4.1%)

6% less capital invested

Capital invested by funds: $100M → $94.3M (-$5.78M)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
26
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.2M -$3.23M -70,446 -24%
LPL Financial
2
LPL Financial
California
$9.73M -$98.2K -2,142 -1%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$9.56M -$343K -7,475 -4%
CCM
4
Coldstream Capital Management
Washington
$3.8M -$482K -10,512 -12%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$3.43M -$6.19M -134,887 -66%
Wells Fargo
6
Wells Fargo
California
$3.3M -$98.4K -2,146 -3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.97M +$783K +17,079 +39%
UBS Group
8
UBS Group
Switzerland
$2.94M +$181K +3,949 +7%
Bank of America
9
Bank of America
North Carolina
$2.72M +$24.6K +537 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.47M -$33.2K -723 -1%
CWAG
11
Compton Wealth Advisory Group
Virginia
$2.32M
Goldman Sachs
12
Goldman Sachs
New York
$2.3M +$687K +14,972 +47%
AAS
13
Ameritas Advisory Services
Nebraska
$2.2M -$697K -15,200 -25%
PCG
14
Prosperity Consulting Group
Maryland
$2.12M -$97.8K -2,133 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.6M -$1.01M -22,004 -40%
KAS
16
KPP Advisory Services
Kentucky
$1.53M +$53.9K +1,175 +4%
CFG
17
Cornerstone Financial Group
Nebraska
$1.3M -$367 -8 -0%
Raymond James Financial
18
Raymond James Financial
Florida
$1.2M +$88.1K +1,921 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.19M -$127K -2,776 -10%
SI
20
Stephens Inc
Arkansas
$1.14M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.05M -$173K -3,773 -15%
NFC
22
Northeast Financial Consultants
Connecticut
$1.02M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$978K +$58.2K +1,268 +7%
CFS
24
Commonwealth Financial Services
West Virginia
$949K -$143K -3,109 -14%
HighTower Advisors
25
HighTower Advisors
Illinois
$900K -$8.21K -179 -1%

RFG Hedge Fund Activity: Q2 2025 in Review

109 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) for Q2 2025, worth a combined $94.3M — down 5.8% from $100M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RFG positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 31 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $783K. The largest seller was Twelve Points Wealth Management, cutting an estimated $6.19M.

  • 109 institutional investors held Invesco S&P MidCap 400 Pure Growth ETF (RFG) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $94.3M of Invesco S&P MidCap 400 Pure Growth ETF stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap 400 Pure Growth ETF positions in Q2 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $783K added.
  • The largest Invesco S&P MidCap 400 Pure Growth ETF seller in Q2 2025 was Twelve Points Wealth Management, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2025.