Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

Invesco S&P MidCap 400 Pure Growth ETF logo
$61.62 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$13.26M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$19.02M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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 NE 25,137$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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
10/15/2025 CWM 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%
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%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

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%
7/25/2025 Commonwealth Financial Services LLC19,462$949K0.2%-13.8%0.329%
7/24/2025 Trust Co. of Toledo NA OH1,020$50K0.0%N/A0.017%
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%


RFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 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 74 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 258,386 shares in the last 24 months. This purchase volume represents approximately $13.26M in transactions.

Of the 31 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), Goldman Sachs Group Inc. ($47.32K), Northwestern Mutual Wealth Management Co. ($36.14K), Ameritas Advisory Services LLC ($24.67K), Osaic Holdings Inc. ($22.88K), Integrity Alliance LLC. ($14.94K), and Coldstream Capital Management Inc. ($14.90K).

Institutional investors have sold a total of 387,398 shares in the last 24 months. This volume of shares sold represents approximately $19.02M in transactions.



This page (NYSEARCA:RFG) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners