Who Owns Invesco S&P MidCap 400 Pure Growth ETF (RFG)?Hedge Fund & Institutional Holders

$54.75-0.22 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.100097309000383e+164T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$39.08$44.06$49.05$54.04$59.02Sep 24Jun 25Mar 26

RFG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Twelve Points Wealth Management LLCNew Position+69K+$3.8M
Ameritas Advisory Services, LLCNew Position+44K+$2.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$2.0M
KPP Advisory Services LLCNew Position+31K+$1.6M
STEPHENS INC /AR/New Position+24K+$1.2M
Commonwealth Financial Services, LLCNew Position+17K+$909K
Sowell Financial Services LLCNew Position+15K+$768K
M Holdings Securities, Inc.New Position+14K+$737K
WILLNER & HELLER, LLCNew Position+12K+$605K
VISTA INVESTMENT PARTNERS LLCNew Position+12K+$604K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+10K+$574K
Ballentine Partners, LLCNew Position+9K+$457K
Financial Synergies Wealth Advisors, Inc.New Position+8K+$442K
Merit Financial Group, LLCNew Position+7K+$361K
OPPENHEIMER & CO INCNew Position+7K+$349K

RFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-1K-$11.4B
LPL Financial LLCDecreased-3K-$9.6B
New England Private Wealth Advisors LLCDecreased-605-$9.5B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-68K-$3.7B
WELLS FARGO & COMPANY/MNDecreased-938-$3.5B
UBS Group AGDecreased-28K-$3.2B
Prosperity Consulting Group, LLCDecreased-900-$2.1B
Caldwell Trust CoDecreased-11K-$1.8B
OSAIC HOLDINGS, INC.Decreased-879-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-27K-$1.6B
Cornerstone Financial Group, LLC /NE/Decreased-1K-$1.3B
Corient Private Wealth LLCDecreased-1K-$1.2B
CITADEL ADVISORS LLCClosed Position-19K-$970.7M
HighTower Advisors, LLCDecreased-626-$940.1M
PACIFIC SUN FINANCIAL CORPDecreased-150-$595.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY219,502$11.0M0.00%Share
2New England Private Wealth Advisors LLC185,580$9.7M0.59%Share
3LPL Financial LLC184,973$9.0M0.00%Share
4Twelve Points Wealth Management LLC69,387$3.8M0.86%Share
5COLDSTREAM CAPITAL MANAGEMENT INC74,982$3.0M0.04%Share
6Compton Wealth Advisory Group, LLC47,500$2.5M0.54%Share
7Ameritas Advisory Services, LLC44,480$2.3M0.09%Share
8Prosperity Consulting Group, LLC40,380$2.1M0.10%Share
9WELLS FARGO & COMPANY/MN42,719$2.0M0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC42,645$2.0M0.00%Share
11UBS Group AG35,146$1.8M0.00%Share
12KPP Advisory Services LLC30,585$1.6M0.23%Share
13Cornerstone Financial Group, LLC /NE/25,137$1.3M0.92%Share
14STEPHENS INC /AR/23,700$1.2M0.02%Share
15Corient Private Wealth LLC22,165$1.2M0.00%Share
16OSAIC HOLDINGS, INC.31,446$1.0M0.00%Share
17Cambridge Investment Research Advisors, Inc.24,320$1.0M0.00%Share
18Kestra Advisory Services, LLC22,503$1.0M0.00%Share
19BANK OF AMERICA CORP /DE/35,950$1.0M0.00%Share
20WELLS FARGO & COMPANY/MN25,297$1.0M0.00%Share
21ROYAL BANK OF CANADA21,990$1.0M0.00%Share
22GOLDMAN SACHS GROUP INC22,827$1.0M0.00%Share
23Cetera Investment Advisers24,877$1.0M0.00%Share
24Commonwealth Financial Services, LLC17,337$909K0.15%Share
25INTEGRITY ALLIANCE, LLC.15,445$809K0.03%Share
26Sowell Financial Services LLC14,662$768K0.03%Share
27M Holdings Securities, Inc.14,062$737K0.05%Share
28PACIFIC SUN FINANCIAL CORP11,555$605K0.29%Share
29WILLNER & HELLER, LLC11,548$605K0.43%Share
30VISTA INVESTMENT PARTNERS LLC11,529$604K0.16%Share
31WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,405$574K0.00%Share
32Dale Q Rice Investment Management Ltd9,909$519K0.37%Share
33Ballentine Partners, LLC8,730$457K0.01%Share
34Financial Synergies Wealth Advisors, Inc.8,439$442K0.04%Share
35Jacobi Capital Management LLC6,940$363K0.02%Share
36Merit Financial Group, LLC6,889$361K0.00%Share
37OPPENHEIMER & CO INC6,672$349K0.00%Share
38American Institute for Advanced Investment Management, LLP6,572$344K0.22%Share
39CARY STREET PARTNERS FINANCIAL LLC6,253$327K0.01%Share
40Genesis Wealth Advisors, LLC5,570$292K0.20%Share
41CITIZENS FINANCIAL GROUP INC/RI5,471$286K0.00%Share
42WESBANCO BANK INC4,995$261K0.01%Share
43CAHILL FINANCIAL ADVISORS INC4,920$257K0.03%Share
44Segment Wealth Management, LLC4,830$253K0.01%Share
45Badgley Phelps Wealth Managers, LLC4,823$252K0.00%Share
46Glassman Wealth Services4,635$243K0.03%Share
47Fiduciary Alliance LLC4,594$240K0.02%Share
48J.W. COLE ADVISORS, INC.4,299$225K0.01%Share
49COMERICA BANK4,150$217K0.00%Share
50GREENLEAF TRUST3,975$208K0.00%Share

RFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025104$76.0M+34
Q3 202570$76.3B-27
Q2 202597$68.6B-8
Q1 2025105$93.8B+17
Q4 202488$5.7T+9
Q3 202479$67.4T-3
Q2 202482$66.5T+6
Q1 202476$49.3T—

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As of Q4 2025, 50 institutional investors hold RFG (Invesco S&P MidCap 400 Pure Growth ETF). The largest holder is MORGAN STANLEY with $11.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own RFG?

As of Q4 2025, 50 institutional investors report holding RFG (Invesco S&P MidCap 400 Pure Growth ETF) in their 13F filings.

Who is the largest institutional holder of RFG?

The largest institutional holder of RFG is MORGAN STANLEY with $11.0M in shares.

Is institutional ownership of RFG increasing or decreasing?

This quarter, 15 institutions opened new positions in RFG and 1 closed their positions.