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

Invesco S&P MidCap 400 Pure Growth ETF logo
$50.91 -0.49 (-0.96%)
As of 03:39 PM Eastern
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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)
47
Total
Institutional Inflows
(last 12 months)
$24.49M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$25.21M
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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
10/8/2025Fiduciary Alliance LLC4,514$230K0.0%+4.8%0.078%
9/26/2025Corient Private Wealth LLC5,437$265K0.0%-16.4%0.092%
9/22/2025Caldwell Trust Co2,850$139K0.0%N/A0.048%
9/4/2025Osaic Holdings Inc.32,839$1.60M0.0%-40.1%0.555%
8/19/2025B. Riley Wealth Advisors Inc.16,204$790K0.0%N/A0.274%
8/15/2025Tower Research Capital LLC TRC 3,626$177K0.0%-71.6%0.061%
8/15/2025Corient Private Wealth LLC5,437$265K0.0%-16.4%0.092%
8/15/2025Bank of America Corp DE55,788$2.72M0.0%+1.0%0.942%
8/15/2025Ameriprise Financial Inc.6,566$320K0.0%+14.1%0.111%
8/14/2025Raymond James Financial Inc.24,635$1.20M0.0%+8.5%0.416%
8/13/2025M Holdings Securities Inc.13,974$681K0.1%N/A0.236%
8/13/2025Berry Wealth Group LP4,250$207K0.1%N/A0.072%
8/13/2025Northwestern Mutual Wealth Management Co.61,005$2.97M0.0%+38.9%1.030%
8/12/2025Coldstream Capital Management Inc.77,954$3.80M0.1%-11.9%1.317%
8/12/2025JPMorgan Chase & Co.528$26K0.0%-62.1%0.009%
8/12/2025Howe & Rusling Inc.2,650$129K0.0%N/A0.045%
8/8/2025Cetera Investment Advisers20,070$978K0.0%+6.7%0.339%
8/7/2025New England Private Wealth Advisors LLC186,145$9.56M1.4%-3.9%3.144%
8/5/2025Prosperity Consulting Group LLC43,575$2.12M0.2%-4.7%0.736%
8/5/2025American Institute for Advanced Investment Management LLP6,662$325K0.2%+3.1%0.113%
8/4/2025Integrity Alliance LLC.14,939$728K0.0%-50.0%0.252%
8/1/2025Envestnet Asset Management Inc.12,915$630K0.0%+9.2%0.218%
7/30/2025KPP Advisory Services LLC31,395$1.53M0.3%+3.9%0.530%
7/29/2025Dale Q Rice Investment Management Ltd9,908$488K0.4%-54.6%0.167%
7/25/2025Commonwealth Financial Services LLC19,462$949K0.2%-13.8%0.329%
7/24/2025Trust Co. of Toledo NA OH1,020$50K0.0%N/A0.017%
7/21/2025Ameritas Advisory Services LLC45,071$2.20M0.1%-25.2%0.760%
7/16/2025Twelve Points Wealth Management LLC70,309$3.43M0.9%-65.7%1.186%
7/14/2025Sowell Financial Services LLC15,044$733K0.0%-2.5%0.254%
7/10/2025Vista Investment Partners LLC10,873$530K0.2%+11.8%0.183%
7/10/2025Wealth Enhancement Advisory Services LLC10,107$501K0.0%-8.6%0.170%
7/9/2025Fiduciary 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%
4/30/2025Twelve 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%
4/22/2025Arrow Investment Advisors LLC17,701$776K0.8%N/A0.283%
4/17/2025Vista 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%
4/16/2025Wealth 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%
4/10/2025Matrix Trust Co29,410$1.29M0.2%+46.6%0.469%
3/17/2025Wealth 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%
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%
2/10/2025Farther 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%
2/4/2025Genesis 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%
1/23/2025Twelve 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%
1/14/2025Christopher J. Hasenberg Inc604$29K0.0%-73.8%0.008%
1/13/2025Dale Q Rice Investment Management Ltd23,702$1.15M0.5%N/A0.331%
1/13/2025Matrix Trust Co20,062$971K0.2%+581.0%0.280%
1/10/2025Wealth 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%
(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, 99 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), Marshall Investment Management LLC ($4.83M), Coldstream Capital Management Inc. ($3.80M), 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 95 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 Northwestern Mutual Wealth Management Co. ($50.38K).

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

Institutional investors have bought a total of 518,071 shares in the last 24 months. This purchase volume represents approximately $24.49M in transactions.

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

Of the 29 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), Goldman Sachs Group Inc. ($94.64K), Farther Finance Advisors LLC ($30.08K), Coldstream Capital Management Inc. ($29.59K), Osaic Holdings Inc. ($22.00K), 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 539,517 shares in the last 24 months. This volume of shares sold represents approximately $25.21M in transactions.


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This page (NYSEARCA:RFG) was last updated on 10/9/2025 by MarketBeat.com Staff
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