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

Invesco S&P MidCap 400 Pure Growth ETF logo
$62.54 0.00 (0.00%)
As of 07/2/2026 04:10 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)
45
Total
Institutional Inflows
(last 12 months)
$13.34M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$16.95M
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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
6/23/2026Ballast Advisors LLC649$36K0.0%N/A0.012%
6/9/2026Robinswood Financial LLC765$42K0.1%N/A0.014%
5/19/2026Bank of America Corp DE49,739$2.73M0.0%-11.5%0.887%
5/18/2026Royal Bank of Canada28,127$1.54M0.0%+26.7%0.501%
5/13/2026Cetera Investment Advisers27,003$1.48M0.0%+8.5%0.481%
5/6/2026Independent Financial Group LLC13,770$755K0.0%N/A0.245%
5/6/2026Prosperity Consulting Group LLC40,157$2.20M0.1%-0.6%0.716%
5/5/2026IMC Chicago LLC7,730$424K0.0%N/A0.138%
5/1/2026Fifth Third Bancorp4,850$266K0.0%N/A0.086%
4/30/2026Kestra Advisory Services LLC24,255$1.33M0.0%+7.8%0.432%
4/28/2026Howe & Rusling Inc.1,875$103K0.0%-29.2%0.033%
4/28/2026Evolution Wealth Management Inc.500$27K0.0%N/A0.009%
4/25/2026Heritage Oak Wealth Advisors LLC3,929$215K0.1%N/A0.070%
4/25/2026KPP Advisory Services LLC28,720$1.57M0.2%-6.1%0.511%
4/24/2026American Institute for Advanced Investment Management LLP6,872$377K0.2%+4.6%0.122%
4/21/2026Fiduciary Alliance LLC5,979$353K0.0%+30.1%0.107%
3/17/2026Rockefeller Capital Management L.P.6,067$318K0.0%+19.0%0.110%
3/9/2026Corient Private Wealth LLC22,165$1.16M0.0%-5.3%0.402%
2/25/2026Tempo Wealth LLC16,952$889K0.2%N/A0.307%
2/19/2026Corient Private Wealth LLC22,165$1.16M0.0%-5.3%0.402%
2/17/2026Cetera Investment Advisers24,877$1.30M0.0%+5.0%0.451%
2/17/2026Osaic Holdings Inc.31,571$1.66M0.0%-2.7%0.572%
2/17/2026Royal Bank of Canada22,206$1.16M0.0%+2.9%0.402%
2/17/2026Blair William & Co. IL859$45K0.0%+224.2%0.016%
2/16/2026Glen Eagle Advisors LLC503$26K0.0%-35.9%0.009%
2/13/2026Jacobi Capital Management LLC6,940$364K0.0%-4.2%0.126%
2/13/2026Kestra Advisory Services LLC22,503$1.18M0.0%+1.6%0.408%
2/13/2026New England Private Wealth Advisors LLC185,580$9.73M1.2%-0.3%3.362%
2/13/2026Wells Fargo & Company MN68,016$3.57M0.0%-1.4%1.232%
2/12/2026Commonwealth Equity Services LLC42,645$2.24M0.0%-6.1%0.773%
2/11/2026M Holdings Securities Inc.14,062$737K0.1%N/A0.255%
2/11/2026Cornerstone Financial Group LLC NE25,137$1.32M0.9%-4.9%0.455%
2/11/2026LPL Financial LLC184,973$9.70M0.0%-1.6%3.351%
2/11/2026J.W. Cole Advisors Inc.4,299$225K0.0%-32.2%0.078%
2/10/2026Goldman Sachs Group Inc.22,827$1.20M0.0%+59.1%0.414%
2/10/2026Northwestern Mutual Wealth Management Co.35,837$1.88M0.0%-50.2%0.649%
2/10/2026Godfrey Financial Associates Inc.1,006$53K0.0%N/A0.018%
2/9/2026Coldstream Capital Management Inc.74,982$3.93M0.1%+1.9%1.358%
2/9/2026New England Private Wealth Advisors LLC185,580$9.73M0.6%-0.3%3.362%
2/6/2026Commonwealth Financial Services LLC17,337$909K0.1%-1.9%0.314%
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2/6/2026Financial Synergies Wealth Advisors Inc.8,439$443K0.0%N/A0.153%
2/6/2026HighTower Advisors LLC17,827$935K0.0%-3.4%0.323%
2/4/2026Ameritas Advisory Services LLC44,480$2.33M0.1%-17.5%0.807%
2/2/2026KPP Advisory Services LLC30,585$1.60M0.2%+1.7%0.555%
2/2/2026Oppenheimer & Co. Inc.6,672$350K0.0%-57.2%0.121%
1/21/2026Flagship Harbor Advisors LLC3,881$204K0.0%N/A0.071%
1/21/2026Sowell Financial Services LLC14,662$769K0.0%-2.6%0.267%
1/8/2026Wealth Enhancement Advisory Services LLC10,405$575K0.0%+2.6%0.189%
11/19/2025Coldstream Capital Management Inc.73,563$3.75M0.1%-5.6%1.288%
11/18/2025Advisory Services Network LLC1,000$51K0.0%N/A0.018%
11/17/2025NewEdge Advisors LLC675$34K0.0%-29.7%0.012%
11/17/2025Susquehanna International Group LLP30,675$1.56M0.0%N/A0.537%
11/17/2025Prosperity Consulting Group LLC41,280$2.10M0.1%-5.3%0.723%
11/17/2025Northwestern Mutual Wealth Management Co.71,973$3.67M0.0%+18.0%1.260%
11/17/2025Mercer Global Advisors Inc. ADV12,488$636K0.0%-31.3%0.219%
11/17/2025Citadel Advisors LLC19,054$971K0.0%N/A0.334%
11/17/2025Bank of America Corp DE53,809$2.74M0.0%-3.5%0.942%
11/17/2025Ameriprise Financial Inc.8,542$435K0.0%+30.1%0.150%
11/13/2025UBS Group AG63,678$3.24M0.0%+5.5%1.115%
11/7/2025Wealthcare Advisory Partners LLC3,938$201K0.0%N/A0.069%
11/7/2025PNC Financial Services Group Inc.878$45K0.0%+1,556.6%0.015%
11/6/2025Ameritas Advisory Services LLC53,945$2.75M0.2%+19.7%0.945%
11/6/2025Oppenheimer & Co. Inc.15,582$794K0.0%-2.1%0.273%
11/5/2025Envestnet Asset Management Inc.8,006$408K0.0%-38.0%0.140%
11/4/2025Jones Financial Companies Lllp3,399$174K0.0%+33.6%0.060%
11/3/2025KPP Advisory Services LLC30,070$1.53M0.2%-4.2%0.527%
10/27/2025Stephens Inc. AR23,700$1.21M0.0%+1.2%0.415%
10/22/2025Twelve Points Wealth Management LLC69,387$3.54M0.9%-1.3%1.215%
10/22/2025Greenleaf Trust3,975$203K0.0%N/A0.070%
10/21/2025Commonwealth Financial Services LLC17,667$900K0.2%-9.2%0.309%
10/16/2025Vista Investment Partners LLC11,542$588K0.2%+6.2%0.201%
10/15/2025CWM LLC498$25K0.0%+149.0%0.009%
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%
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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%


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), POM Investment Strategies LLC ($6.30M), Marshall Investment Management LLC ($4.83M), Coldstream Capital Management Inc. ($3.93M), Wells Fargo & Company MN ($3.57M), and Twelve Points Wealth Management LLC ($3.54M).Learn more on Invesco S&P MidCap 400 Pure Growth ETF's institutional investors.

Of the 76 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: POM Investment Strategies LLC ($129.32K), Marshall Investment Management LLC ($98.17K), New England Private Wealth Advisors LLC ($80.60K), Northwestern Mutual Wealth Management Co. ($61.35K), Raymond James Financial Inc. ($49.02K), B. Riley Wealth Advisors Inc. ($43.54K), and Twelve Points Wealth Management LLC ($34.86K).

Institutional investors have bought a total of 259,800 shares in the last 24 months. This purchase volume represents approximately $13.34M in transactions.

Of the 30 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 ($135.81K), Northwestern Mutual Wealth Management Co. ($36.14K), Ameritas Advisory Services LLC ($24.67K), Osaic Holdings Inc. ($22.88K), Integrity Alliance LLC. ($14.94K), Coldstream Capital Management Inc. ($14.90K), and Dale Q Rice Investment Management Ltd ($11.92K).

Institutional investors have sold a total of 340,077 shares in the last 24 months. This volume of shares sold represents approximately $16.95M in transactions.


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This page (NYSEARCA:RFG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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