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

Invesco S&P MidCap 400 Pure Growth ETF logo
$59.41 -0.27 (-0.45%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$59.40 -0.01 (-0.02%)
As of 10/13/2026 04:37 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.
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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)
41
Total
Institutional Inflows
(last 12 months)
$12.88M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$5.54M
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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
10/8/2026Vista Investment Partners LLC13,837$818K0.2%+16.6%0.247%
10/8/2026Toth Financial Advisory Corp750$44K0.0%N/A0.013%
10/5/2026Horizons Wealth Management1,297$77K0.0%N/A0.023%
9/9/2026NewEdge Advisors LLC30,005$1.94M0.0%+4,516.2%0.528%
8/27/2026Corient Private Wealth LP21,000$1.36M0.0%-5.3%0.370%
8/23/2026Ameritas Advisory Services LLC54,494$3.52M0.1%+22.5%0.959%
8/23/2026Fortitude Advisory Group L.L.C.3,303$213K0.1%N/A0.058%
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%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
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%
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%
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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%


RFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 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 75 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), NewEdge Advisors LLC ($29.36K), and M Holdings Securities Inc. ($28.04K).

Institutional investors have bought a total of 235,792 shares in the last 24 months. This purchase volume represents approximately $12.88M 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 105,572 shares in the last 24 months. This volume of shares sold represents approximately $5.54M in transactions.


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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 10/8/2026. New 13F filings are added each quarter as they're published.
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