RFG Institutional Ownership
Invesco S&P MidCap 400 Pure Growth ETF
1W: +0.8%
1M: +0.3%
3M: -4.3%
YTD: +12.7%
1Y: +17.7%
3Y: +55.2%
5Y: +34.5%
$60.22
+0.54 (+0.90%)
Weekly Expected Move ±2.0%
$58
$59
$60
$61
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RFG
124
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
124M
Total Invested
13
New Positions
23
Increased
38
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (132 total)
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Tradewinds, LLC. | 74,955 | 5M |
| Private Advisor Group, LLC | 5,129 | 309K |
| Focus Partners Wealth | 4,308 | 259K |
| BRIGHTON JONES LLC | 3,574 | 215K |
| Goelzer Investment Management, Inc. | 3,514 | 212K |
| RMR Wealth Builders | 3,512 | 211K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 3,500 | 211K |
| Fortitude Advisory Group L.L.C. | 3,303 | 199K |
| MEMBERS WEALTH LLC | 3,272 | 197K |
| Truepoint, Inc. | 3,266 | 197K |
| SAGE RHINO CAPITAL LLC | 3,165 | 191K |
| Kings Path Partners LLC | 230 | 14K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 88 | 5K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Global View Capital Management LLC | 23,363 | 1M |
| IMC-Chicago, LLC | 7,730 | 466K |
| Tower Research Capital LLC (TRC) | 5,775 | 348K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,141 | 310K |
| HERITAGE OAK WEALTH ADVISORS LLC | 3,929 | 237K |
| Advisory Services Network, LLC | 1,000 | 60K |
| Ritter Daniher Financial Advisory L | 717 | 43K |
| BALLAST ADVISORS LLC | 649 | 39K |
| Estate Planners Group, LLC | 281 | 17K |
| SIGNATUREFD, LLC | 1 | 0K |
| VSM Wealth Advisory, LLC | 0 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +44,310 | +24.4% | 225,864 |
| NewEdge Advisors, LLC | +29,355 | +4516.2% | 30,005 |
| OSAIC HOLDINGS, INC. | +19,327 | +92.5% | 40,211 |
| WELLS FARGO & COMPANY/MN | +11,217 | +16.4% | 79,512 |
| Ameritas Advisory Services, LLC | +10,013 | +22.5% | 54,494 |
| FMR LLC | +9,605 | +67.3% | 23,873 |
| MORGAN STANLEY | +5,340 | +2.4% | 228,910 |
| JONES FINANCIAL COMPANIES LLLP | +3,298 | +60.9% | 8,716 |
| ROYAL BANK OF CANADA | +1,651 | +5.9% | 29,778 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,229 | +3.0% | 42,823 |
| Fiduciary Alliance LLC | +1,180 | +19.7% | 7,159 |
| HighTower Advisors, LLC | +716 | +4.0% | 18,543 |
| INTEGRITY ALLIANCE, LLC. | +423 | +2.7% | 15,868 |
| M Holdings Securities, Inc. | +318 | +2.3% | 14,099 |
| Glen Eagle Advisors, LLC | +252 | +50.1% | 755 |
| VISTA INVESTMENT PARTNERS LLC | +154 | +1.3% | 11,870 |
| ENVESTNET ASSET MANAGEMENT INC | +144 | +1.8% | 8,146 |
| Steward Partners Investment Advisor | +140 | +48.3% | 430 |
| Rockefeller Capital Management L.P. | +75 | +1.5% | 5,178 |
| New England Private Wealth Advisors | +7 | +0.0% | 185,596 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -8,300 | -53.1% | 7,325 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -6,780 | -21.6% | 24,681 |
| Kestra Advisory Services, LLC | -2,423 | -10.0% | 21,832 |
| Cambridge Investment Research Advis | -2,134 | -9.1% | 21,326 |
| Financial Synergies Wealth Advisors | -2,051 | -24.3% | 6,388 |
| BANK OF AMERICA CORP /DE | -1,611 | -3.2% | 48,128 |
| RAYMOND JAMES FINANCIAL INC | -1,320 | -4.9% | 25,384 |
| Dale Q Rice Investment Management L | -1,308 | -13.2% | 8,601 |
| Corient Private Wealth LP | -1,165 | -5.3% | 21,000 |
| Equitable Holdings, Inc. | -1,074 | -22.1% | 3,777 |
| Twelve Points Wealth Management LLC | -722 | -1.0% | 68,091 |
| J.W. COLE ADVISORS, INC. | -718 | -16.7% | 3,581 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -535 | -5.3% | 9,540 |
| Heritage Trust Co | -507 | -8.8% | 5,273 |
| CITIGROUP INC | -466 | -21.3% | 1,719 |
| AMERIPRISE FINANCIAL INC | -361 | -8.3% | 3,987 |
| UBS Group AG | -332 | -0.9% | 36,579 |
| Tempo Wealth, LLC | -329 | -2.1% | 15,323 |
| INDEPENDENT FINANCIAL GROUP, LLC | -288 | -1.5% | 18,490 |
| Cornerstone Financial Group, LLC /N | -271 | -1.0% | 25,680 |