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

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 50
Total Institutional Inflows (last 12 months): $34.57M

Number of Institutional Sellers (last 12 months): 10
Total Institutional Outflows (last 12 months): $5.30M

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RFG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/22/2024	Berry Wealth Group LP	4,250	$215K	0.2%	N/A	0.061%
4/19/2024	Valley National Advisers Inc.	540	$27K	0.0%	N/A	0.008%
4/16/2024	Toth Financial Advisory Corp	750	$38K	0.0%	N/A	0.011%
4/15/2024	RMR Wealth Builders	3,985	$202K	0.0%	N/A	0.058%
3/6/2024	Willner & Heller LLC	12,596	$520K	0.6%	N/A	0.196%
2/9/2024	Coldstream Capital Management Inc.	147,238	$6.07M	0.2%	-31.0%	2.286%
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2/8/2024	Pacific Sun Financial Corp	11,955	$493K	0.3%	-13.8%	0.186%
2/2/2024	New England Private Wealth Advisors LLC	196,002	$8.09M	1.5%	-2.0%	3.044%
1/31/2024	J.W. Cole Advisors Inc.	5,030	$208K	0.0%	N/A	0.078%
1/31/2024	Wetzel Investment Advisors Inc.	895	$37K	0.0%	N/A	0.014%
1/19/2024	Compton Wealth Advisory Group LLC	50,500	$2.08M	0.7%	-3.8%	0.784%
1/16/2024	Raymond James Financial Services Advisors Inc.	21,622	$892K	0.0%	-16.5%	0.336%
1/16/2024	Raymond James & Associates	6,188	$255K	0.0%	N/A	0.096%
1/12/2024	Twelve Points Wealth Management LLC	151,634	$6.26M	3.0%	+8.4%	2.355%
1/3/2024	EisnerAmper Wealth Management Corporate Benefits LLC	50,732	$2.09M	0.8%	-10.4%	0.788%
12/11/2023	Sunbelt Securities Inc.	874	$34K	0.0%	+402.3%	0.014%
12/1/2023	B. Riley Wealth Advisors Inc.	5,663	$222K	0.0%	+400.7%	0.088%
11/27/2023	AllSquare Wealth Management LLC	1,525	$60K	0.0%	+400.0%	0.024%
11/15/2023	KPP Advisory Services LLC	38,075	$1.49M	0.5%	N/A	0.591%
11/14/2023	Northeast Financial Consultants Inc	21,000	$823K	0.1%	+400.0%	0.326%
11/14/2023	Tower Research Capital LLC TRC	10,287	$403K	0.0%	+237.3%	0.160%
11/14/2023	Synovus Financial Corp	8,907	$349K	0.0%	+401.0%	0.138%
11/13/2023	Jacobi Capital Management LLC	7,171	$281K	0.0%	+418.1%	0.111%
11/13/2023	Cary Street Partners Investment Advisory LLC	8,295	$325K	0.0%	+400.9%	0.129%
11/13/2023	Citizens Financial Group Inc. RI	5,471	$214K	0.0%	+400.1%	0.085%
11/13/2023	Mariner LLC	13,547	$531K	0.0%	+556.0%	0.210%
11/13/2023	LPL Financial LLC	161,172	$6.32M	0.0%	+440.8%	2.503%
11/13/2023	Provence Wealth Management Group	1,465	$57K	0.0%	N/A	0.023%
11/13/2023	WestHill Financial Advisors Inc.	2,085	$82K	0.0%	+400.0%	0.032%
11/13/2023	Kestra Advisory Services LLC	6,131	$240K	0.0%	+423.6%	0.095%
11/9/2023	UBS Group AG	53,627	$2.10M	0.0%	+444.3%	0.833%
11/8/2023	HighTower Advisors LLC	21,937	$861K	0.0%	N/A	0.341%
11/8/2023	Sowell Financial Services LLC	15,473	$606K	0.0%	N/A	0.240%
11/8/2023	Spire Wealth Management	3,119	$122K	0.0%	+400.6%	0.048%
11/8/2023	New England Private Wealth Advisors LLC	199,915	$7.84M	1.6%	+387.4%	3.104%
11/7/2023	Merit Financial Group LLC	6,875	$269K	0.0%	+400.0%	0.107%
11/4/2023	NBC Securities Inc.	2,500	$97K	0.0%	N/A	0.039%
11/2/2023	Coldstream Capital Management Inc.	213,525	$8.37M	0.3%	+262.2%	3.316%
10/31/2023	American Institute for Advanced Investment Management LLP	5,485	$215K	0.2%	+400.0%	0.085%
10/27/2023	Princeton Global Asset Management LLC	5,500	$216K	0.1%	N/A	0.085%
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10/26/2023	GPS Wealth Strategies Group LLC	1,910	$75K	0.0%	+400.0%	0.030%
10/24/2023	Raymond James Financial Services Advisors Inc.	25,893	$1.02M	0.0%	+393.2%	0.402%
10/24/2023	Cambridge Investment Research Advisors Inc.	24,184	$948K	0.0%	+418.1%	0.376%
10/23/2023	Commonwealth Equity Services LLC	54,607	$2.14M	0.0%	+398.7%	0.848%
10/19/2023	Ballentine Partners LLC	8,730	$342K	0.0%	+400.0%	0.136%
10/19/2023	Connecticut Wealth Management LLC	15,363	$602K	0.0%	+399.9%	0.239%
10/13/2023	PSI Advisors LLC	976	$38K	0.0%	+400.5%	0.015%
10/13/2023	Global Retirement Partners LLC	2,680	$102K	0.0%	+400.0%	0.042%
10/12/2023	Horizons Wealth Management	1,550	$61K	0.0%	+400.0%	0.024%
10/12/2023	Compton Wealth Advisory Group LLC	52,500	$2.06M	0.7%	+400.0%	0.815%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	765	$30K	0.0%	N/A	0.012%
10/4/2023	Salem Investment Counselors Inc.	2,500	$98K	0.0%	+400.0%	0.039%
8/11/2023	New England Private Wealth Advisors LLC	41,017	$8.02M	1.6%	-2.7%	0.637%
8/10/2023	Commonwealth Equity Services LLC	10,950	$2.14M	0.0%	+3.4%	0.170%
8/10/2023	Treynor Bancshares Inc.	1,027	$201K	0.1%	N/A	0.016%
8/4/2023	Parallel Advisors LLC	250	$49K	0.0%	N/A	0.004%
8/4/2023	Citizens Financial Group Inc. RI	1,094	$214K	0.0%	N/A	0.017%
8/3/2023	Coldstream Capital Management Inc.	58,945	$11.51M	0.4%	-23.4%	0.915%
8/2/2023	Houlihan Financial Resource Group Ltd.	3,861	$712K	0.0%	N/A	0.060%
7/31/2023	LPL Financial LLC	29,801	$5.82M	0.0%	-37.0%	0.463%
7/26/2023	American Institute for Advanced Investment Management LLP	1,097	$214K	0.2%	N/A	0.082%
7/25/2023	Raymond James Financial Services Advisors Inc.	5,250	$1.03M	0.0%	+12.4%	0.392%
7/25/2023	Ameritas Advisory Services LLC	10,401	$2.01M	0.3%	-3.3%	0.776%
7/13/2023	Twelve Points Wealth Management LLC	26,401	$5.16M	2.7%	+15.4%	1.970%
7/12/2023	Pacific Sun Financial Corp	2,931	$537K	0.4%	N/A	0.219%
7/11/2023	EisnerAmper Wealth Management Corporate Benefits LLC	11,327	$2.21M	1.1%	-1.5%	0.845%
5/12/2023	Financial Architects Inc	4,028	$738K	0.1%	-6.3%	0.298%
5/11/2023	Envestnet Asset Management Inc.	3,029	$555K	0.0%	-11.5%	0.224%
5/10/2023	LPL Financial LLC	47,310	$8.66M	0.0%	+7.9%	3.504%
5/5/2023	New England Private Wealth Advisors LLC	42,165	$7.72M	1.6%	-1.4%	3.123%
4/28/2023	Ameritas Advisory Services LLC	10,755	$1.97M	0.1%	-45.3%	0.797%
4/26/2023	Compton Wealth Advisory Group LLC	10,504	$1.92M	0.7%	+16.7%	0.778%
4/21/2023	GHP Investment Advisors Inc.	346	$63K	0.0%	-18.8%	0.026%
4/18/2023	Connecticut Wealth Management LLC	3,630	$665K	0.1%	-79.8%	0.269%
4/18/2023	Twelve Points Wealth Management LLC	22,884	$4.19M	2.4%	+37.6%	1.695%
4/18/2023	Allworth Financial LP	255	$47K	0.0%	N/A	0.019%
4/17/2023	GPS Wealth Strategies Group LLC	382	$70K	0.0%	N/A	0.028%
4/4/2023	EisnerAmper Wealth Management Corporate Benefits LLC	11,497	$2.11M	1.0%	-7.1%	0.833%
3/15/2023	B. Riley Wealth Advisors Inc.	1,125	$201K	0.0%	N/A	0.081%
2/10/2023	Ameritas Advisory Services LLC	19,676	$3.52M	0.2%	+72.1%	1.416%
2/10/2023	Advisor Group Holdings Inc.	14,644	$2.62M	0.0%	+39.1%	1.054%
2/9/2023	IMC Chicago LLC	10,837	$1.94M	0.0%	-59.4%	0.780%
2/9/2023	Mercer Global Advisors Inc. ADV	2,891	$518K	0.0%	+5.9%	0.208%
2/8/2023	Raymond James Financial Services Advisors Inc.	4,722	$846K	0.0%	-11.1%	0.340%
2/8/2023	New England Private Wealth Advisors LLC	42,783	$7.66M	1.6%	-0.4%	3.078%
2/8/2023	UBS Group AG	12,084	$2.16M	0.0%	-2.3%	0.869%
2/8/2023	Tradewinds LLC.	1,264	$201K	0.1%	N/A	0.091%
2/8/2023	Cambridge Investment Research Advisors Inc.	5,430	$972K	0.0%	+2.0%	0.391%
2/7/2023	Commonwealth Equity Services LLC	10,130	$1.81M	0.0%	-13.5%	0.729%
2/7/2023	LPL Financial LLC	43,848	$7.85M	0.0%	+46.4%	3.155%
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2/7/2023	IFP Advisors Inc	652	$106K	0.0%	-13.3%	0.047%
2/7/2023	Envestnet Asset Management Inc.	3,422	$613K	0.0%	-8.4%	0.246%
2/1/2023	CWM LLC	943	$169K	0.0%	+6,186.7%	0.068%
1/31/2023	Kestra Advisory Services LLC	1,430	$256K	0.0%	-9.6%	0.103%
1/19/2023	PSI Advisors LLC	185	$33K	0.0%	-54.7%	0.013%
1/17/2023	Twelve Points Wealth Management LLC	16,629	$2.98M	2.0%	-25.3%	1.171%
1/10/2023	Coldstream Capital Management Inc.	93,302	$16.71M	0.6%	N/A	6.571%
1/3/2023	EisnerAmper Wealth Management Corporate Benefits LLC	12,379	$2.22M	1.1%	+1.6%	0.848%
11/15/2022	Financial Architects Inc	4,347	$725K	0.1%	N/A	0.298%
11/15/2022	Commonwealth Equity Services LLC	11,707	$1.95M	0.0%	-6.1%	0.802%

(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, 68 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 ($8.09M), LPL Financial LLC ($6.32M), Twelve Points Wealth Management LLC ($6.26M), Coldstream Capital Management Inc. ($6.07M), Advisor Group Holdings Inc. ($2.62M), Commonwealth Equity Services LLC ($2.14M), and UBS Group AG ($2.10M).Learn more on RFG's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap 400 Pure Growth ETF stock?: Of the 64 institutional investors that purchased Invesco S&P MidCap 400 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coldstream Capital Management Inc. ($247.88K), New England Private Wealth Advisors LLC ($158.90K), LPL Financial LLC ($148.73K), UBS Group AG ($44.94K), Commonwealth Equity Services LLC ($44.22K), Compton Wealth Advisory Group LLC ($43.50K), and KPP Advisory Services LLC ($38.08K).
How much institutional buying is happening at Invesco S&P MidCap 400 Pure Growth ETF?: Institutional investors have bought a total of 1,064,758 shares in the last 24 months. This purchase volume represents approximately $41.22M in transactions.

Which Invesco S&P MidCap 400 Pure Growth ETF major shareholders have been selling company stock?: Of the 24 institutional investors that sold Invesco S&P MidCap 400 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Coldstream Capital Management Inc. ($93.08K), LPL Financial LLC ($17.51K), IMC Chicago LLC ($15.88K), Connecticut Wealth Management LLC ($14.97K), Ameritas Advisory Services LLC ($9.28K), EisnerAmper Wealth Management Corporate Benefits LLC ($7.03K), and New England Private Wealth Advisors LLC ($6.54K).
How much institutional selling is happening at Invesco S&P MidCap 400 Pure Growth ETF?: Institutional investors have sold a total of 187,170 shares in the last 24 months. This volume of shares sold represents approximately $7.31M in transactions.

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This page (NYSEARCA:RFG) was last updated on 4/24/2024 by MarketBeat.com Staff

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

RFG Institutional Buying and Selling by Quarter

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

RFG Institutional Ownership - Frequently Asked Questions

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

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

RFG Institutional Buying and Selling by Quarter

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

RFG Institutional Ownership - Frequently Asked Questions