Go Pro
→ CODE RED: AI Meltdown Imminent? (From Paradigm Press) (Ad)tc pixel Free RFG Stock Alerts

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

Invesco S&P MidCap 400 Pure Growth ETF logo
$59.65 -0.58 (-0.96%)
Closing price 04:10 PM Eastern
Extended Trading
$59.66 +0.01 (+0.01%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$12.66M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$5.59M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 NewEdge Advisors LLC30,005$1.94M0.0%+4,516.2%0.528%
8/27/2026 Corient Private Wealth LP21,000$1.36M0.0%-5.3%0.370%
8/23/2026 Ameritas Advisory Services LLC54,494$3.52M0.1%+22.5%0.959%
8/23/2026 Fortitude Advisory Group L.L.C.3,303$213K0.1%N/A0.058%
6/23/2026 Ballast Advisors LLC649$36K0.0%N/A0.012%
6/9/2026 Robinswood Financial LLC765$42K0.1%N/A0.014%
5/19/2026 Bank of America Corp DE49,739$2.73M0.0%-11.5%0.887%
5/18/2026 Royal Bank of Canada28,127$1.54M0.0%+26.7%0.501%
5/13/2026 Cetera Investment Advisers27,003$1.48M0.0%+8.5%0.481%
5/6/2026 Independent Financial Group LLC13,770$755K0.0%N/A0.245%
5/6/2026 Prosperity Consulting Group LLC40,157$2.20M0.1%-0.6%0.716%
5/5/2026 IMC Chicago LLC7,730$424K0.0%N/A0.138%
5/1/2026 Fifth Third Bancorp4,850$266K0.0%N/A0.086%
4/30/2026 Kestra Advisory Services LLC24,255$1.33M0.0%+7.8%0.432%
4/28/2026 Howe & Rusling Inc.1,875$103K0.0%-29.2%0.033%
4/28/2026 Evolution Wealth Management Inc.500$27K0.0%N/A0.009%
4/25/2026 Heritage Oak Wealth Advisors LLC3,929$215K0.1%N/A0.070%
4/25/2026 KPP Advisory Services LLC28,720$1.57M0.2%-6.1%0.511%
4/24/2026 American Institute for Advanced Investment Management LLP6,872$377K0.2%+4.6%0.122%
4/21/2026 Fiduciary Alliance LLC5,979$353K0.0%+30.1%0.107%
3/17/2026 Rockefeller Capital Management L.P.6,067$318K0.0%+19.0%0.110%
3/9/2026 Corient Private Wealth LLC22,165$1.16M0.0%-5.3%0.402%
2/25/2026 Tempo Wealth LLC16,952$889K0.2%N/A0.307%
2/19/2026 Corient Private Wealth LLC22,165$1.16M0.0%-5.3%0.402%
2/17/2026 Cetera Investment Advisers24,877$1.30M0.0%+5.0%0.451%
2/17/2026 Osaic Holdings Inc.31,571$1.66M0.0%-2.7%0.572%
2/17/2026 Royal Bank of Canada22,206$1.16M0.0%+2.9%0.402%
2/17/2026 Blair William & Co. IL859$45K0.0%+224.2%0.016%
2/16/2026 Glen Eagle Advisors LLC503$26K0.0%-35.9%0.009%
2/13/2026 Jacobi Capital Management LLC6,940$364K0.0%-4.2%0.126%
2/13/2026 Kestra Advisory Services LLC22,503$1.18M0.0%+1.6%0.408%
2/13/2026 New England Private Wealth Advisors LLC185,580$9.73M1.2%-0.3%3.362%
2/13/2026 Wells Fargo & Company MN68,016$3.57M0.0%-1.4%1.232%
2/12/2026 Commonwealth Equity Services LLC42,645$2.24M0.0%-6.1%0.773%
2/11/2026 M Holdings Securities Inc.14,062$737K0.1%N/A0.255%
2/11/2026 Cornerstone Financial Group LLC NE25,137$1.32M0.9%-4.9%0.455%
2/11/2026 LPL Financial LLC184,973$9.70M0.0%-1.6%3.351%
2/11/2026 J.W. Cole Advisors Inc.4,299$225K0.0%-32.2%0.078%
2/10/2026 Goldman Sachs Group Inc.22,827$1.20M0.0%+59.1%0.414%
2/10/2026 Northwestern Mutual Wealth Management Co.35,837$1.88M0.0%-50.2%0.649%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
2/10/2026 Godfrey Financial Associates Inc.1,006$53K0.0%N/A0.018%
2/9/2026 Coldstream Capital Management Inc.74,982$3.93M0.1%+1.9%1.358%
2/9/2026 New England Private Wealth Advisors LLC185,580$9.73M0.6%-0.3%3.362%
2/6/2026 Commonwealth Financial Services LLC17,337$909K0.1%-1.9%0.314%
2/6/2026 Financial Synergies Wealth Advisors Inc.8,439$443K0.0%N/A0.153%
2/6/2026 HighTower Advisors LLC17,827$935K0.0%-3.4%0.323%
2/4/2026 Ameritas Advisory Services LLC44,480$2.33M0.1%-17.5%0.807%
2/2/2026 KPP Advisory Services LLC30,585$1.60M0.2%+1.7%0.555%
2/2/2026 Oppenheimer & Co. Inc.6,672$350K0.0%-57.2%0.121%
1/21/2026 Flagship Harbor Advisors LLC3,881$204K0.0%N/A0.071%
1/21/2026 Sowell Financial Services LLC14,662$769K0.0%-2.6%0.267%
1/8/2026 Wealth Enhancement Advisory Services LLC10,405$575K0.0%+2.6%0.189%
11/19/2025 Coldstream Capital Management Inc.73,563$3.75M0.1%-5.6%1.288%
11/18/2025 Advisory Services Network LLC1,000$51K0.0%N/A0.018%
11/17/2025 NewEdge Advisors LLC675$34K0.0%-29.7%0.012%
11/17/2025 Susquehanna International Group LLP30,675$1.56M0.0%N/A0.537%
11/17/2025 Prosperity Consulting Group LLC41,280$2.10M0.1%-5.3%0.723%
11/17/2025 Northwestern Mutual Wealth Management Co.71,973$3.67M0.0%+18.0%1.260%
11/17/2025 Mercer Global Advisors Inc. ADV12,488$636K0.0%-31.3%0.219%
11/17/2025 Citadel Advisors LLC19,054$971K0.0%N/A0.334%
11/17/2025 Bank of America Corp DE53,809$2.74M0.0%-3.5%0.942%
11/17/2025 Ameriprise Financial Inc.8,542$435K0.0%+30.1%0.150%
11/13/2025 UBS Group AG63,678$3.24M0.0%+5.5%1.115%
11/7/2025 Wealthcare Advisory Partners LLC3,938$201K0.0%N/A0.069%
11/7/2025 PNC Financial Services Group Inc.878$45K0.0%+1,556.6%0.015%
11/6/2025 Ameritas Advisory Services LLC53,945$2.75M0.2%+19.7%0.945%
11/6/2025 Oppenheimer & Co. Inc.15,582$794K0.0%-2.1%0.273%
11/5/2025 Envestnet Asset Management Inc.8,006$408K0.0%-38.0%0.140%
11/4/2025 Jones Financial Companies Lllp3,399$174K0.0%+33.6%0.060%
11/3/2025 KPP Advisory Services LLC30,070$1.53M0.2%-4.2%0.527%
10/27/2025 Stephens Inc. AR23,700$1.21M0.0%+1.2%0.415%
10/22/2025 Twelve Points Wealth Management LLC69,387$3.54M0.9%-1.3%1.215%
10/22/2025 Greenleaf Trust3,975$203K0.0%N/A0.070%
10/21/2025 Commonwealth Financial Services LLC17,667$900K0.2%-9.2%0.309%
10/16/2025 Vista Investment Partners LLC11,542$588K0.2%+6.2%0.201%
10/15/2025CWM LLC498$25K0.0%+149.0%0.009%
10/8/2025 Fiduciary Alliance LLC4,514$230K0.0%+4.8%0.078%
9/26/2025 Corient Private Wealth LLC5,437$265K0.0%-16.4%0.092%
9/22/2025 Caldwell Trust Co2,850$139K0.0%N/A0.048%
9/4/2025 Osaic Holdings Inc.32,839$1.60M0.0%-40.1%0.555%
8/19/2025 B. Riley Wealth Advisors Inc.16,204$790K0.0%N/A0.274%
8/15/2025 Tower Research Capital LLC TRC 3,626$177K0.0%-71.6%0.061%
8/15/2025 Corient Private Wealth LLC5,437$265K0.0%-16.4%0.092%
8/15/2025 Bank of America Corp DE55,788$2.72M0.0%+1.0%0.942%
8/15/2025 Ameriprise Financial Inc.6,566$320K0.0%+14.1%0.111%
8/14/2025 Raymond James Financial Inc.24,635$1.20M0.0%+8.5%0.416%
8/13/2025 M Holdings Securities Inc.13,974$681K0.1%N/A0.236%
8/13/2025 Berry Wealth Group LP4,250$207K0.1%N/A0.072%
8/13/2025 Northwestern Mutual Wealth Management Co.61,005$2.97M0.0%+38.9%1.030%
8/12/2025 Coldstream Capital Management Inc.77,954$3.80M0.1%-11.9%1.317%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
8/12/2025 JPMorgan Chase & Co.528$26K0.0%-62.1%0.009%
8/12/2025 Howe & Rusling Inc.2,650$129K0.0%N/A0.045%
8/8/2025 Cetera Investment Advisers20,070$978K0.0%+6.7%0.339%
8/7/2025 New England Private Wealth Advisors LLC186,145$9.56M1.4%-3.9%3.144%
8/5/2025 Prosperity Consulting Group LLC43,575$2.12M0.2%-4.7%0.736%
8/5/2025 American Institute for Advanced Investment Management LLP6,662$325K0.2%+3.1%0.113%
8/4/2025 Integrity Alliance LLC.14,939$728K0.0%-50.0%0.252%
8/1/2025 Envestnet Asset Management Inc.12,915$630K0.0%+9.2%0.218%
7/30/2025 KPP Advisory Services LLC31,395$1.53M0.3%+3.9%0.530%
7/29/2025 Dale Q Rice Investment Management Ltd9,908$488K0.4%-54.6%0.167%


RFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 93 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 ($9.73M), LPL Financial LLC ($9.70M), Marshall Investment Management LLC ($4.83M), Coldstream Capital Management Inc. ($3.93M), Wells Fargo & Company MN ($3.57M), Twelve Points Wealth Management LLC ($3.54M), and Ameritas Advisory Services LLC ($3.52M).Learn more on Invesco S&P MidCap 400 Pure Growth ETF's institutional investors.

Of the 73 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: Marshall Investment Management LLC ($98.17K), Raymond James Financial Inc. ($49.02K), Northwestern Mutual Wealth Management Co. ($40.50K), Susquehanna International Group LLP ($30.68K), Integrity Alliance LLC. ($29.88K), Matrix Trust Co ($29.41K), and NewEdge Advisors LLC ($29.36K).

Institutional investors have bought a total of 231,983 shares in the last 24 months. This purchase volume represents approximately $12.66M in transactions.

Of the 26 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: Northwestern Mutual Wealth Management Co. ($36.14K), Ameritas Advisory Services LLC ($9.47K), Oppenheimer & Co. Inc. ($9.25K), Bank of America Corp DE ($8.44K), Mercer Global Advisors Inc. ADV ($5.69K), Envestnet Asset Management Inc. ($4.91K), and Coldstream Capital Management Inc. ($4.39K).

Institutional investors have sold a total of 106,637 shares in the last 24 months. This volume of shares sold represents approximately $5.59M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel