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

$55.45+0.70 (+1.28%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.730000382900027e+292T

% of Float Held

—

QoQ Change in Holders

+13 / -7

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+$3.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$2.0B
KPP Advisory Services LLCNew Position+31K+$1.6B
STEPHENS INC /AR/New Position+24K+$1.2B
BANK OF AMERICA CORP /DE/Increased+2K+$997.3M
Sowell Financial Services LLCNew Position+15K+$768.0M
WILLNER & HELLER, LLCNew Position+12K+$605.0M
VISTA INVESTMENT PARTNERS LLCNew Position+12K+$604.0M
Financial Synergies Wealth Advisors, Inc.New Position+8K+$442.0M
OPPENHEIMER & CO INCNew Position+7K+$349.0M
American Institute for Advanced Investment Management, LLPNew Position+7K+$344.0M
Genesis Wealth Advisors, LLCNew Position+6K+$292.0M
CITIZENS FINANCIAL GROUP INC/RINew Position+5K+$286.0M
GOLDMAN SACHS GROUP INCIncreased+8K+$268.9M
WESBANCO BANK INCNew Position+5K+$261.0M

RFG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-3K-$9.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-68K-$3.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-27K-$1.6B
UBS Group AGDecreased-28K-$1.4B
CITADEL ADVISORS LLCClosed Position-19K-$970.7M
HighTower Advisors, LLCDecreased-626-$940.1M
OSAIC HOLDINGS, INC.Decreased-879-$648.8M
WELLS FARGO & COMPANY/MNDecreased-938-$512.9M
Tower Research Capital LLC (TRC)Decreased-3K-$463.2M
SYNOVUS FINANCIAL CORPClosed Position-9K-$458.7M
JANE STREET GROUP, LLCClosed Position-6K-$283.4M
Integrated Wealth Concepts LLCClosed Position-5K-$265.2M
Equitable Holdings, Inc.Closed Position-4K-$216.1M
Wealthcare Advisory Partners LLCClosed Position-4K-$200.6M
SALEM INVESTMENT COUNSELORS INCClosed Position-3K-$127.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1New England Private Wealth Advisors LLC185,580$9.7B0.59%Share
2Twelve Points Wealth Management LLC69,387$3.8B0.86%Share
3Compton Wealth Advisory Group, LLC47,500$2.5B0.54%Share
4Prosperity Consulting Group, LLC40,380$2.1B0.10%Share
5COMMONWEALTH EQUITY SERVICES, LLC42,645$2.0B2.67%Share
6WELLS FARGO & COMPANY/MN42,719$2.0B0.36%Share
7UBS Group AG35,146$1.8B0.30%Share
8KPP Advisory Services LLC30,585$1.6B0.23%Share
9Cornerstone Financial Group, LLC /NE/25,137$1.3B0.92%Share
10STEPHENS INC /AR/23,700$1.2B15.45%Share
11GOLDMAN SACHS GROUP INC22,827$1.0B0.12%Share
12BANK OF AMERICA CORP /DE/35,950$1.0B0.07%Share
13ROYAL BANK OF CANADA21,990$1.0B0.16%Share
14OSAIC HOLDINGS, INC.31,446$1.0B1.46%Share
15WELLS FARGO & COMPANY/MN25,297$1.0B0.18%Share
16INTEGRITY ALLIANCE, LLC.15,445$809.0M0.03%Share
17Sowell Financial Services LLC14,662$768.0M0.03%Share
18PACIFIC SUN FINANCIAL CORP11,555$605.0M0.29%Share
19WILLNER & HELLER, LLC11,548$605.0M0.43%Share
20VISTA INVESTMENT PARTNERS LLC11,529$604.0M0.16%Share
21Dale Q Rice Investment Management Ltd9,909$519.0M0.37%Share
22Financial Synergies Wealth Advisors, Inc.8,439$442.0M0.04%Share
23Jacobi Capital Management LLC6,940$363.0M0.02%Share
24OPPENHEIMER & CO INC6,672$349.0M4.96%Share
25American Institute for Advanced Investment Management, LLP6,572$344.0M0.22%Share
26CARY STREET PARTNERS FINANCIAL LLC6,253$327.0M0.01%Share
27Genesis Wealth Advisors, LLC5,570$292.0M0.20%Share
28CITIZENS FINANCIAL GROUP INC/RI5,471$286.0M3.83%Share
29WESBANCO BANK INC4,995$261.0M0.01%Share
30Segment Wealth Management, LLC4,830$253.0M0.01%Share
31Badgley Phelps Wealth Managers, LLC4,823$252.0M4.62%Share
32J.W. COLE ADVISORS, INC.4,299$225.0M0.01%Share
33COMERICA BANK4,150$217.0M0.87%Share
34GREENLEAF TRUST3,975$208.0M1.91%Share
35FLAGSHIP HARBOR ADVISORS, LLC3,881$203.0M0.01%Share
36Spire Wealth Management3,154$165.0M0.01%Share
37Caldwell Trust Co2,850$149.0M0.01%Share
38GHP Investment Advisors, Inc.1,735$90.0M0.00%Share
39Hughes Financial Services, LLC1,615$84.0M0.01%Share
40AllSquare Wealth Management LLC1,525$77.0M0.04%Share
41Horizons Wealth Management1,349$70.0M0.05%Share
42Sunbelt Securities, Inc.884$46.0M0.00%Share
43Topsail Wealth Management, LLC750$39.0M0.01%Share
44COMERICA BANK700$36.0M0.14%Share
45Glen Eagle Advisors, LLC503$26.0M0.00%Share
46Farther Finance Advisors, LLC403$21.0M0.22%Share
47UBS Group AG320$16.0M0.00%Share
48Pflug Koory, LLC311$16.0M0.01%Share
49VSM Wealth Advisory, LLC0$15.0M0.00%Share
50Rossby Financial, LCC280$14.0M0.00%Share

RFG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025104$42.0B+34
Q3 202570$56.7B-27
Q2 202597$64.6B-7
Q1 2025104$88.4B+16
Q4 202488$3.1T+10
Q3 202478$21.2T-4
Q2 202482$6.6T+7
Q1 202475$5.1T—

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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 New England Private Wealth Advisors LLC with $9.7B in shares. This quarter, 13 institutions opened new positions and 7 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 New England Private Wealth Advisors LLC with $9.7B in shares.

Is institutional ownership of RFG increasing or decreasing?

This quarter, 13 institutions opened new positions in RFG and 7 closed their positions.