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

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$44.28M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.15M
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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
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%
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%
3/6/2024Willner & 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%
1/16/2024 Raymond James Financial Services Advisors Inc.21,622$892K0.0%-16.5%0.336%
1/16/2024 Raymond 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%
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11/13/2023Provence Wealth Management Group1,465$57K0.0%N/A0.023%
11/13/2023 WestHill 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%
11/7/2023 Merit 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%
10/24/2023 Raymond 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%
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%
10/10/2023 Householder 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%
8/4/2023 Parallel Advisors LLC250$49K0.0%N/A0.004%
8/4/2023 Citizens Financial Group Inc. RI1,094$214K0.0%N/A0.017%
8/3/2023 Coldstream Capital Management Inc.58,945$11.51M0.4%-23.4%0.915%
8/2/2023 Houlihan Financial Resource Group Ltd.3,861$712K0.0%N/A0.060%
7/31/2023 LPL Financial LLC29,801$5.82M0.0%-37.0%0.463%
7/26/2023 American Institute for Advanced Investment Management LLP1,097$214K0.2%N/A0.082%
7/25/2023 Raymond James Financial Services Advisors Inc.5,250$1.03M0.0%+12.4%0.392%
7/25/2023 Ameritas Advisory Services LLC10,401$2.01M0.3%-3.3%0.776%
7/13/2023 Twelve Points Wealth Management LLC26,401$5.16M2.7%+15.4%1.970%
7/12/2023 Pacific Sun Financial Corp2,931$537K0.4%N/A0.219%
7/11/2023EisnerAmper Wealth Management Corporate Benefits LLC11,327$2.21M1.1%-1.5%0.845%
5/12/2023Financial Architects Inc4,028$738K0.1%-6.3%0.298%
5/11/2023 Envestnet Asset Management Inc.3,029$555K0.0%-11.5%0.224%
5/10/2023 LPL Financial LLC47,310$8.66M0.0%+7.9%3.504%
5/5/2023 New England Private Wealth Advisors LLC42,165$7.72M1.6%-1.4%3.123%
4/28/2023 Ameritas Advisory Services LLC10,755$1.97M0.1%-45.3%0.797%
4/26/2023 Compton Wealth Advisory Group LLC10,504$1.92M0.7%+16.7%0.778%
4/21/2023 GHP Investment Advisors Inc.346$63K0.0%-18.8%0.026%
4/18/2023 Connecticut Wealth Management LLC3,630$665K0.1%-79.8%0.269%
4/18/2023 Twelve Points Wealth Management LLC22,884$4.19M2.4%+37.6%1.695%
4/18/2023 Allworth Financial LP255$47K0.0%N/A0.019%
4/17/2023 GPS Wealth Strategies Group LLC382$70K0.0%N/A0.028%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
4/4/2023EisnerAmper Wealth Management Corporate Benefits LLC11,497$2.11M1.0%-7.1%0.833%
3/15/2023 B. Riley Wealth Advisors Inc.1,125$201K0.0%N/A0.081%
2/10/2023 Ameritas Advisory Services LLC19,676$3.52M0.2%+72.1%1.416%
2/10/2023 Advisor Group Holdings Inc.14,644$2.62M0.0%+39.1%1.054%
2/9/2023 IMC Chicago LLC10,837$1.94M0.0%-59.4%0.780%
2/9/2023 Mercer Global Advisors Inc. ADV2,891$518K0.0%+5.9%0.208%
2/8/2023 Raymond James Financial Services Advisors Inc.4,722$846K0.0%-11.1%0.340%
2/8/2023 New England Private Wealth Advisors LLC42,783$7.66M1.6%-0.4%3.078%
2/8/2023 UBS Group AG12,084$2.16M0.0%-2.3%0.869%
2/8/2023 Tradewinds LLC.1,264$201K0.1%N/A0.091%
(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, 72 institutional investors and hedge funds held shares of Invesco S&P MidCap 400 Pure Growth ETF. The most heavily invested institutionals were New England Private Wealth Advisors LLC ($8.09M), LPL Financial LLC ($6.32M), Twelve Points Wealth Management LLC ($6.26M), Coldstream Capital Management Inc. ($6.07M), Christopher J. Hasenberg Inc ($5.07M), Commonwealth Equity Services LLC ($2.71M), 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 70 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 ($158.90K), LPL Financial LLC ($148.73K), Christopher J. Hasenberg Inc ($99.98K), Prosperity Consulting Group LLC ($48.94K), UBS Group AG ($44.94K), and Commonwealth Equity Services LLC ($44.02K).

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

Institutional investors have bought a total of 1,245,981 shares in the last 24 months. This purchase volume represents approximately $50.54M in transactions.

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

Of the 22 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: Coldstream Capital Management Inc. ($87.84K), Connecticut Wealth Management LLC ($18.03K), LPL Financial LLC ($17.51K), IMC Chicago LLC ($15.88K), Ameritas Advisory Services LLC ($9.28K), EisnerAmper Wealth Management Corporate Benefits LLC ($7.03K), and New England Private Wealth Advisors LLC ($5.85K).

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

Institutional investors have sold a total of 184,289 shares in the last 24 months. This volume of shares sold represents approximately $7.24M in transactions.


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This page (NYSEARCA:RFG) was last updated on 5/19/2024 by MarketBeat.com Staff

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