Free Trial
→ Hedge fund legend humiliates Bitcoin traders (From Brownstone Research) (Ad) Free RFG Stock Alerts

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

Invesco S&P MidCap 400 Pure Growth ETF logo
$50.09 +0.83 (+1.68%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$35.99M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$27.87M
Get RFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap 400 Pure Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RFG Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025 Ameritas Advisory Services LLC45,071$2.20M0.1%-25.2%0.760%
7/16/2025 Twelve Points Wealth Management LLC70,309$3.43M0.9%-65.7%1.186%
7/14/2025 Sowell Financial Services LLC15,044$733K0.0%-2.5%0.254%
7/10/2025 Vista Investment Partners LLC10,873$530K0.2%+11.8%0.183%
7/10/2025 Wealth Enhancement Advisory Services LLC10,107$501K0.0%-8.6%0.170%
7/9/2025 Fiduciary Alliance LLC4,309$210K0.0%N/A0.073%
6/27/2025Goldman Sachs Group Inc.32,169$1.41M0.0%-59.5%0.540%
5/20/2025Integrity Alliance LLC.29,878$1.31M0.1%N/A0.488%
5/16/2025Goldman Sachs Group Inc.32,169$1.41M0.0%-59.5%0.526%
5/16/2025Jones Financial Companies Lllp5,302$232K0.0%+144.3%0.087%
5/15/2025Connecticut Wealth Management LLC11,325$496K0.0%N/A0.185%
5/14/2025Northwestern Mutual Wealth Management Co.43,926$1.93M0.0%+39.6%0.718%
5/14/2025Flow Traders U.S. LLC18,780$823K0.0%N/A0.307%
5/13/2025HighTower Advisors LLC18,632$817K0.0%-5.9%0.304%
5/9/2025Commonwealth Financial Services LLC22,571$989K0.2%-1.1%0.369%
5/7/2025LPL Financial LLC201,641$8.84M0.0%-34.5%3.226%
5/6/2025Assetmark Inc.7,506$329K0.0%N/A0.120%
5/6/2025Cetera Investment Advisers18,802$824K0.0%+29.6%0.301%
5/5/2025Willner & Heller LLC11,515$505K0.5%-8.4%0.184%
5/1/2025Hughes Financial Services LLC1,615$71K0.0%N/A0.026%
5/1/2025Stephens Inc. AR23,420$1.03M0.0%+2.5%0.375%
4/30/2025 Twelve Points Wealth Management LLC205,196$8.99M2.4%+5.9%3.283%
4/29/2025Envestnet Asset Management Inc.11,822$518K0.0%-40.3%0.189%
4/23/2025KPP Advisory Services LLC30,220$1.33M0.2%-3.0%0.484%
4/22/2025Cambridge Investment Research Advisors Inc.27,226$1.19M0.0%-9.8%0.436%
4/22/2025Dale Q Rice Investment Management Ltd21,830$957K0.5%-7.9%0.349%
4/22/2025 Arrow Investment Advisors LLC17,701$776K0.8%N/A0.283%
4/17/2025 Vista Investment Partners LLC9,724$426K0.1%N/A0.156%
4/17/2025Pacific Sun Financial Corp11,705$513K0.3%-4.1%0.187%
4/17/2025American Institute for Advanced Investment Management LLP6,462$283K0.2%+17.8%0.103%
4/16/2025 Wealth Enhancement Advisory Services LLC11,061$485K0.0%-25.0%0.177%
4/11/2025Princeton Global Asset Management LLC2,519$110K0.0%-37.2%0.040%
4/10/2025 Matrix Trust Co29,410$1.29M0.2%+46.6%0.469%
3/17/2025 Wealth Enhancement Advisory Services LLC14,748$714K0.0%+38.2%0.231%
2/25/2025B. Riley Wealth Advisors Inc.16,748$811K0.0%+10.7%0.262%
2/17/2025Cornerstone Financial Group LLC NE13,816$669K0.7%N/A0.193%
2/17/2025Cetera Investment Advisers14,511$703K0.0%+29.4%0.202%
2/17/2025Cahill Financial Advisors Inc.4,920$238K0.0%N/A0.069%
2/17/2025Cary Street Partners Financial LLC6,253$303K0.0%N/A0.087%
2/17/2025Bank of America Corp DE54,852$2.66M0.0%+4.0%0.765%
Treasury Secretary Bessent Is Betting Big on Gold (Ad)

When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now.

Get the name and ticker in this private gold briefing
2/14/2025Prosperity Consulting Group LLC45,786$2.22M0.2%-1.7%0.639%
2/14/2025Coldstream Capital Management Inc.101,343$4.91M0.1%-9.0%1.413%
2/14/2025Topsail Wealth Management LLC750$36K0.0%N/A0.010%
2/14/2025Integrated Wealth Concepts LLC5,205$252K0.0%N/A0.073%
2/14/2025Tower Research Capital LLC TRC4,097$198K0.0%+23.1%0.057%
2/13/2025Raymond James Financial Inc.23,547$1.14M0.0%N/A0.328%
2/13/2025Envestnet Asset Management Inc.19,789$958K0.0%-14.4%0.276%
2/13/2025Wells Fargo & Company MN71,363$3.46M0.0%+49.9%0.995%
2/12/2025JPMorgan Chase & Co.858$42K0.0%+71.6%0.012%
2/11/2025LPL Financial LLC308,005$14.91M0.0%+2.2%4.296%
2/10/2025Corient Private Wealth LLC5,337$258K0.0%N/A0.074%
2/10/2025Commonwealth Equity Services LLC52,642$2.55M0.0%+3.5%0.734%
2/10/2025 Farther Finance Advisors LLC719$35K0.0%-94.1%0.010%
2/7/2025PFG Advisors4,388$212K0.0%-12.4%0.061%
2/6/2025Raymond James Financial Inc.23,547$1.14M0.0%N/A0.328%
2/6/2025Jones Financial Companies Lllp2,170$105K0.0%+675.0%0.030%
2/5/2025Oppenheimer & Co. Inc.7,546$365K0.0%-3.9%0.105%
2/4/2025 Genesis Wealth Advisors LLC5,570$270K0.2%N/A0.078%
2/4/2025Marshall Investment Management LLC98,166$4.83M2.8%N/A1.369%
1/27/2025Commonwealth Financial Services LLC22,816$1.11M0.2%-1.2%0.318%
1/24/2025KPP Advisory Services LLC31,155$1.51M0.4%-7.7%0.435%
1/23/2025 Twelve Points Wealth Management LLC193,814$9.38M2.7%-0.8%2.703%
1/15/2025Merit Financial Group LLC6,878$333K0.0%+14.5%0.096%
1/15/2025Wealthcare Advisory Partners LLC4,869$236K0.0%N/A0.068%
1/14/2025 Christopher J. Hasenberg Inc604$29K0.0%-73.8%0.008%
1/13/2025Dale Q Rice Investment Management Ltd23,702$1.15M0.5%N/A0.331%
1/13/2025 Matrix Trust Co20,062$971K0.2%+581.0%0.280%
1/10/2025 Wealth Enhancement Advisory Services LLC14,500$713K0.0%+35.8%0.202%
12/13/2024B. Riley Wealth Advisors Inc.15,125$741K0.0%-51.8%0.211%
11/18/2024Coldstream Capital Management Inc.111,377$5.48M0.1%-7.5%1.553%
11/15/2024Jane Street Group LLC7,266$357K0.0%N/A0.101%
11/13/2024FMR LLC6,992$344K0.0%+8.5%0.098%
11/12/2024Truepoint Inc.4,078$201K0.0%N/A0.057%
11/6/2024KPP 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%
8/27/2024KPP Advisory Services LLC34,185$1.67M0.4%-2.3%0.477%
8/19/2024B. Riley Wealth Advisors Inc.31,380$1.53M0.0%+454.1%0.438%
8/16/2024Northwestern Mutual Wealth Management Co.25,912$1.26M0.0%+411.4%0.361%
8/14/2024Commonwealth Financial Services LLC23,099$1.12M0.2%-2.7%0.322%
8/8/2024Prosperity Consulting Group LLC47,350$2.31M0.3%-3.2%0.660%
8/8/2024New England Private Wealth Advisors LLC196,146$9.56M1.7%+69.8%2.736%
8/7/2024Coldstream 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%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
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%
7/26/2024Cambridge 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%
7/19/2024Pacific Sun Financial Corp12,205$595K0.4%+2.1%0.170%
7/16/2024GPS 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%
(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, 97 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 ($9.56M), LPL Financial LLC ($8.84M), POM Investment Strategies LLC ($6.30M), Coldstream Capital Management Inc. ($4.91M), Marshall Investment Management LLC ($4.83M), Wells Fargo & Company MN ($3.46M), and Twelve Points Wealth Management LLC ($3.43M).Learn more on Invesco S&P MidCap 400 Pure Growth ETF's institutional investors.

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

Of the 93 institutional investors that purchased Invesco S&P MidCap 400 Pure Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New England Private Wealth Advisors LLC ($239.50K), Coldstream Capital Management Inc. ($154.58K), LPL Financial LLC ($138.15K), POM Investment Strategies LLC ($129.32K), Christopher J. Hasenberg Inc ($105.80K), Marshall Investment Management LLC ($98.17K), and Prosperity Consulting Group LLC ($48.94K).

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

Institutional investors have bought a total of 753,895 shares in the last 24 months. This purchase volume represents approximately $35.99M in transactions.

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

Of the 24 institutional investors that sold Invesco S&P MidCap 400 Pure Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Twelve Points Wealth Management LLC ($136.55K), LPL Financial LLC ($106.36K), Christopher J. Hasenberg Inc ($105.20K), Goldman Sachs Group Inc. ($94.64K), Farther Finance Advisors LLC ($30.08K), Cambridge Investment Research Advisors Inc. ($26.13K), and Coldstream Capital Management Inc. ($25.82K).

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

Institutional investors have sold a total of 593,012 shares in the last 24 months. This volume of shares sold represents approximately $27.87M in transactions.


Related Companies

This page (NYSEARCA:RFG) was last updated on 7/22/2025 by MarketBeat.com Staff
From Our Partners
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Bitcoin just humbled Jeff Bezos
Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity. Whi...
Brownstone Research | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
The $7 company helping Nvidia build the world’s first trillion-dollar robot …
Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...
Weiss Ratings | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored