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Invesco S&P MidCap 400 Pure Growth ETF (RFG) Institutional Ownership

Invesco S&P MidCap 400 Pure Growth ETF logo
$50.69 -0.60 (-1.17%)
(As of 12/17/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap 400 Pure Growth ETF (NYSEARCA:RFG)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$28.87M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.83M
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RFG Institutional Buying and Selling by Quarter

Invesco S&P MidCap 400 Pure Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.15,125$741K0.0%-51.8%0.211%
11/18/2024 Coldstream Capital Management Inc.111,377$5.48M0.1%-7.5%1.553%
11/15/2024 Jane Street Group LLC7,266$357K0.0%N/A0.101%
11/13/2024 FMR LLC6,992$344K0.0%+8.5%0.098%
11/12/2024 Truepoint Inc.4,078$201K0.0%N/A0.057%
11/6/2024 KPP Advisory Services LLC33,770$1.66M0.4%-1.2%0.471%
10/30/2024 Ameritas Advisory Services LLC60,308$2.97M0.1%+3.6%0.841%
10/29/2024 Farther Finance Advisors LLC12,177$599K0.0%-60.5%0.170%
10/24/2024 Wealth Enhancement Advisory Services LLC10,675$525K0.0%-7.2%0.149%
10/16/2024 Twelve Points Wealth Management LLC195,475$9.61M3.0%+5.8%2.726%
10/10/2024 Compton Wealth Advisory Group LLC47,500$2.34M0.6%-5.9%0.662%
10/9/2024 Christopher J. Hasenberg Inc2,301$113K0.0%-97.8%0.032%
10/9/2024 Matrix Trust Co2,946$145K0.0%N/A0.041%
8/28/2024 Heritage Oak Wealth Advisors LLC4,780$233K0.1%N/A0.067%
8/27/2024 KPP Advisory Services LLC34,185$1.67M0.4%-2.3%0.477%
8/19/2024 B. Riley Wealth Advisors Inc.31,380$1.53M0.0%+454.1%0.438%
8/16/2024 Northwestern Mutual Wealth Management Co.25,912$1.26M0.0%+411.4%0.361%
8/14/2024 Commonwealth Financial Services LLC23,099$1.12M0.2%-2.7%0.322%
8/8/2024 Prosperity Consulting Group LLC47,350$2.31M0.3%-3.2%0.660%
8/8/2024 New England Private Wealth Advisors LLC196,146$9.56M1.7%+69.8%2.736%
8/7/2024 Coldstream Capital Management Inc.120,424$5.87M0.1%-5.3%1.680%
7/31/2024 Farther Finance Advisors LLC30,797$1.48M0.1%N/A0.430%
7/31/2024Commonwealth Equity Services LLC52,155$2.54M0.0%-2.4%0.727%
7/29/2024 Ameritas Advisory Services LLC58,216$2.84M0.1%+0.4%0.812%
7/26/2024 Cambridge Investment Research Advisors Inc.20,952$1.02M0.0%-52.5%0.292%
7/25/2024 Christopher J. Hasenberg Inc105,803$5.16M2.3%+5.8%1.476%
7/25/2024POM Investment Strategies LLC129,320$6.30M5.0%N/A1.804%
7/19/2024 Pacific Sun Financial Corp12,205$595K0.4%+2.1%0.170%
7/16/2024 GPS Wealth Strategies Group LLC1,630$79K0.0%-14.7%0.023%
7/16/2024 Wealth Enhancement Advisory Services LLC11,503$561K0.0%+27.3%0.160%
7/12/2024 Twelve Points Wealth Management LLC184,675$9.00M3.2%+7.4%2.576%
5/24/2024Cetera Advisors LLC6,754$342K0.0%N/A0.094%
5/14/2024 Commonwealth Financial Services LLC23,750$1.20M0.3%+8.7%0.334%
5/10/2024 TIAA Trust National Association4,235$215K0.0%N/A0.060%
5/10/2024 Truepoint Inc.4,078$207K0.0%N/A0.057%
5/9/2024 Tradewinds LLC.4,781$242K0.2%N/A0.067%
5/7/2024 Facet Wealth Inc.4,280$212K0.0%N/A0.060%
5/7/2024 Oppenheimer & Co. Inc.7,936$402K0.0%+5.3%0.112%
5/1/2024 Connecticut Wealth Management LLC12,300$624K0.0%-19.9%0.173%
5/1/2024 Prosperity Consulting Group LLC48,935$2.48M0.3%N/A0.688%
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4/30/2024 J.W. Cole Advisors Inc.5,352$271K0.0%+6.4%0.075%
4/29/2024Commonwealth Equity Services LLC53,459$2.71M0.0%-2.1%0.752%
4/29/2024 Greenleaf Trust1,825$93K0.0%N/A0.026%
4/25/2024 Cambridge Investment Research Advisors Inc.44,115$2.24M0.0%+123.4%0.637%
4/25/2024 Christopher J. Hasenberg Inc99,984$5.07M2.5%N/A1.443%
4/22/2024 Berry Wealth Group LP4,250$215K0.2%N/A0.061%
4/19/2024 Valley National Advisers Inc.540$27K0.0%N/A0.008%
4/16/2024 Toth Financial Advisory Corp750$38K0.0%N/A0.011%
4/15/2024 RMR Wealth Builders3,985$202K0.0%N/A0.058%
3/6/2024 Willner & Heller LLC12,596$520K0.6%N/A0.196%
2/9/2024 Coldstream Capital Management Inc.147,238$6.07M0.2%-31.0%2.286%
2/8/2024 Pacific Sun Financial Corp11,955$493K0.3%-13.8%0.186%
2/2/2024 New England Private Wealth Advisors LLC196,002$8.09M1.5%-2.0%3.044%
1/31/2024 J.W. Cole Advisors Inc.5,030$208K0.0%N/A0.078%
1/31/2024 Wetzel Investment Advisors Inc.895$37K0.0%N/A0.014%
1/19/2024 Compton Wealth Advisory Group LLC50,500$2.08M0.7%-3.8%0.784%
1/16/2024Raymond James Financial Services Advisors Inc.21,622$892K0.0%-16.5%0.336%
1/16/2024Raymond James & Associates6,188$255K0.0%N/A0.096%
1/12/2024 Twelve Points Wealth Management LLC151,634$6.26M3.0%+8.4%2.355%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC50,732$2.09M0.8%-10.4%0.788%
12/11/2023 Sunbelt Securities Inc.874$34K0.0%+402.3%0.014%
12/1/2023 B. Riley Wealth Advisors Inc.5,663$222K0.0%+400.7%0.088%
11/27/2023 AllSquare Wealth Management LLC1,525$60K0.0%+400.0%0.024%
11/15/2023 KPP Advisory Services LLC38,075$1.49M0.5%N/A0.591%
11/14/2023 Northeast Financial Consultants Inc21,000$823K0.1%+400.0%0.326%
11/14/2023 Tower Research Capital LLC TRC10,287$403K0.0%+237.3%0.160%
11/14/2023 Synovus Financial Corp8,907$349K0.0%+401.0%0.138%
11/13/2023 Jacobi Capital Management LLC7,171$281K0.0%+418.1%0.111%
11/13/2023 Cary Street Partners Investment Advisory LLC8,295$325K0.0%+400.9%0.129%
11/13/2023 Citizens Financial Group Inc. RI5,471$214K0.0%+400.1%0.085%
11/13/2023 Mariner LLC13,547$531K0.0%+556.0%0.210%
11/13/2023 LPL Financial LLC161,172$6.32M0.0%+440.8%2.503%
11/13/2023Provence Wealth Management Group1,465$57K0.0%N/A0.023%
11/13/2023WestHill Financial Advisors Inc.2,085$82K0.0%+400.0%0.032%
11/13/2023 Kestra Advisory Services LLC6,131$240K0.0%+423.6%0.095%
11/9/2023 UBS Group AG53,627$2.10M0.0%+444.3%0.833%
11/8/2023 HighTower Advisors LLC21,937$861K0.0%N/A0.341%
11/8/2023 Sowell Financial Services LLC15,473$606K0.0%N/A0.240%
11/8/2023 Spire Wealth Management3,119$122K0.0%+400.6%0.048%
11/8/2023 New England Private Wealth Advisors LLC199,915$7.84M1.6%+387.4%3.104%
11/7/2023Merit Financial Group LLC6,875$269K0.0%+400.0%0.107%
11/4/2023 NBC Securities Inc.2,500$97K0.0%N/A0.039%
11/2/2023 Coldstream Capital Management Inc.213,525$8.37M0.3%+262.2%3.316%
10/31/2023 American Institute for Advanced Investment Management LLP5,485$215K0.2%+400.0%0.085%
10/27/2023 Princeton Global Asset Management LLC5,500$216K0.1%N/A0.085%
10/26/2023 GPS Wealth Strategies Group LLC1,910$75K0.0%+400.0%0.030%
10/24/2023Raymond James Financial Services Advisors Inc.25,893$1.02M0.0%+393.2%0.402%
10/24/2023 Cambridge Investment Research Advisors Inc.24,184$948K0.0%+418.1%0.376%
10/23/2023Commonwealth Equity Services LLC54,607$2.14M0.0%+398.7%0.848%
10/19/2023 Ballentine Partners LLC8,730$342K0.0%+400.0%0.136%
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10/19/2023 Connecticut Wealth Management LLC15,363$602K0.0%+399.9%0.239%
10/13/2023 PSI Advisors LLC976$38K0.0%+400.5%0.015%
10/13/2023 Global Retirement Partners LLC2,680$102K0.0%+400.0%0.042%
10/12/2023 Horizons Wealth Management1,550$61K0.0%+400.0%0.024%
10/12/2023 Compton Wealth Advisory Group LLC52,500$2.06M0.7%+400.0%0.815%
10/10/2023Householder Group Estate & Retirement Specialist LLC765$30K0.0%N/A0.012%
10/4/2023 Salem Investment Counselors Inc.2,500$98K0.0%+400.0%0.039%
8/11/2023 New England Private Wealth Advisors LLC41,017$8.02M1.6%-2.7%0.637%
8/10/2023Commonwealth Equity Services LLC10,950$2.14M0.0%+3.4%0.170%
8/10/2023 Treynor Bancshares Inc.1,027$201K0.1%N/A0.016%
(Data available from 1/1/2016 forward)

RFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RFG shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Pure Growth ETF. The most heavily invested institutionals were Twelve Points Wealth Management LLC ($9.61M), New England Private Wealth Advisors LLC ($9.56M), LPL Financial LLC ($6.32M), POM Investment Strategies LLC ($6.30M), Coldstream Capital Management Inc. ($5.48M), Ameritas Advisory Services LLC ($2.97M), and Advisor Group Holdings Inc. ($2.62M).Learn more on RFG's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap 400 Pure Growth ETF stock?

Of the 74 institutional investors that purchased Invesco S&P MidCap 400 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coldstream Capital Management Inc. ($247.88K), New England Private Wealth Advisors LLC ($239.50K), LPL Financial LLC ($148.73K), POM Investment Strategies LLC ($129.32K), Christopher J. Hasenberg Inc ($105.80K), Prosperity Consulting Group LLC ($48.94K), and Twelve Points Wealth Management LLC ($44.94K).

How much institutional buying is happening at Invesco S&P MidCap 400 Pure Growth ETF?

Institutional investors have bought a total of 1,550,951 shares in the last 24 months. This purchase volume represents approximately $66.12M in transactions.

Which Invesco S&P MidCap 400 Pure Growth ETF major shareholders have been selling company stock?

Of the 28 institutional investors that sold Invesco S&P MidCap 400 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Christopher J. Hasenberg Inc ($103.50K), Coldstream Capital Management Inc. ($100.09K), Cambridge Investment Research Advisors Inc. ($23.16K), Farther Finance Advisors LLC ($18.62K), LPL Financial LLC ($17.51K), Connecticut Wealth Management LLC ($17.37K), and B. Riley Wealth Advisors Inc. ($16.26K).

How much institutional selling is happening at Invesco S&P MidCap 400 Pure Growth ETF?

Institutional investors have sold a total of 362,306 shares in the last 24 months. This volume of shares sold represents approximately $16.11M in transactions.


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This page (NYSEARCA:RFG) was last updated on 12/18/2024 by MarketBeat.com Staff
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