Who Owns RFG?
Invesco S&P MidCap 400 Pure Growth ETF — Institutional Ownership & 13F Holdings
$59.42
+0.95 (+1.63%)
Market Cap
$332.4M
Shares Outstanding
4,843,647
Institutional Holders
104
Total Inst. Value
$83.9M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
24
Closed Positions
8
Increased
25
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $13.1M | 299,590 |
| 2 | Twelve Points Wealth Management LLCNew | $9.0M | 205,196 |
| 3 | New England Private Wealth Advisors LLC | $8.5M | 193,620 |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.9M | 88,466 |
| 5 | WELLS FARGO & COMPANY/MN | $3.1M | 69,811 |
| 6 | Ameritas Advisory Services, LLC | $2.9M | 60,271 |
| 7 | CITIGROUP INC | $2.9M | 65,239 |
| 8 | UBS Group AG | $2.5M | 56,408 |
| 9 | BANK OF AMERICA CORP /DE/ | $2.4M | 55,251 |
| 10 | OSAIC HOLDINGS, INC. | $2.4M | 54,843 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Twelve Points Wealth Management LLCNew | +205K | $9.0M |
| CITIGROUP INC | +45K | $2.9M |
| UBS Group AG | +550 | $2.5M |
| BANK OF AMERICA CORP /DE/ | +399 | $2.4M |
| OSAIC HOLDINGS, INC. | +33K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -106K | $9K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -98K | $2K |
| MORGAN STANLEY | -84K | $13.1M |
| GOLDMAN SACHS GROUP INC | -47K | $1.4M |
| COLDSTREAM CAPITAL MANAGEMENT INC | -13K | $3.9M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold RFG?
As of Q1 2025, 104 institutional investors report holding RFG (Invesco S&P MidCap 400 Pure Growth ETF) in their 13F filings.
Which hedge fund owns the most RFG?
The largest institutional holder of RFG is MORGAN STANLEY with $13.1M in shares.
Are institutions buying or selling RFG?
This quarter, 24 institutions opened new positions in RFG and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.