INVESCO S&P MIDCAP 400 PURE (RFG) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP 400 PURE (RFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tradewinds, Llc., Newedge Advisors, Llc, Osaic Holdings, Inc., Wells Fargo & Company/Mn, and Ameritas Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+144+1.8%8,146$525.63KQ2 2026Sep 23, 2026
Corient Private Wealth LlcSell-1,165-5.3%21,000$1.36MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-79-0.8%10,312$665.43KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-1,074-22.1%3,777$243.71KQ2 2026Aug 17, 2026
Tradewinds, Llc.Buy+74,955—74,955$394.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+19,327+92.5%40,211$2.60MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+11,217+16.4%79,512$5.13MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,013+22.5%54,494$3.52MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-8,300-53.1%7,325$472.68KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+3,987—3,987$257.28KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,298+60.9%8,716$548.41KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,651+5.9%29,778$1.92MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,611-3.2%48,128$3.11MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,320-4.9%25,384$1.64MQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+252+50.1%755$48.75KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-240-0.3%74,539$4.81MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+1+0.0%9,011$581.50KQ2 2026Aug 14, 2026
Fmr LlcBuy+9,605+67.3%23,873$1.54MQ2 2026Aug 13, 2026
Morgan StanleyBuy+5,340+2.4%228,910$14.77MQ2 2026Aug 13, 2026
Ubs Group AgSell-332-0.9%36,579$2.36MQ2 2026Aug 13, 2026
Prosperity Consulting Group, LlcSell-210-0.5%39,947$2.58MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+140+48.3%430$27.75KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+75+1.5%5,178$334.18KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+30,005—30,005$1.94MQ2 2026Aug 12, 2026
Focus Partners WealthBuy+4,308—4,308$278.03KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+500—500$31.73KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-210-0.8%26,793$1.73MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-101-1.5%6,676$430.83KQ2 2026Aug 12, 2026
Brighton Jones LlcBuy+3,574—3,574$230.64KQ2 2026Aug 11, 2026
M Holdings Securities, Inc.Buy+318+2.3%14,099$895.00KQ2 2026Aug 11, 2026
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Frequently asked questions about RFG activity

  • Which institutional owners are buying RFG?

    Institutional owners buying RFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RFG activity?

    "Buy" means an investor increased their reported position in RFG compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP 400 PURE (RFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RFG increasing?

    Institutional interest in RFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.