RZG icon

Invesco S&P SmallCap 600 Pure Growth ETF
RZG

Overview Fund Activity
54.12 USD
-0.01
0.02%
At close Updated Sep 16, 4:00 PM EDT
1 day
-0.02%
5 days
0.28%
1 month
2.54%
3 months
9.84%
6 months
15.49%
Year to date
8.98%
1 year
8.26%
5 years
51.3%
10 years
85.47%
0
Funds holding %
of 7,463 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 50 [Q1] → 51 (+1) [Q2]

4.72% less ownership

Funds ownership: 45.41% [Q1] → 40.69% (-4.72%) [Q2]

12% less capital invested

Capital invested by funds: $46.5M [Q1] → $40.7M (-$5.77M) [Q2]

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Negative
Seeking Alpha
10 months ago
RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked
RZG aims to select S&P SmallCap 600 Index stocks with the strongest growth features. Its expense ratio is 0.35% and the fund has $115 million in assets under management. However, my analysis reveals its growth features are worse than most of its peers, including well-established broad-based ones like IJT and IWO. This article explores why by examining its methodology. RZG's long-term track record is also underwhelming. Its 98.27% ten-year total return ranks dead last against nine peers with sufficient trading history.
RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked
Positive
ETF Trends
1 year ago
These 3 Small-Cap ETFs Could Benefit From Eventual Rate Cuts
When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.
Positive
Zacks Investment Research
1 year ago
Are Small-Cap ETFs Poised to Surge in 2024?
Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in 2024.
Positive
Zacks Investment Research
1 year ago
Why to Buy Small-Cap ETFs for Winter Months?
Decent U.S. GDP growth, a less-hawkish Fed, upbeat holiday season sales, cheaper valuation of small-caps and potential M&A activities should drive small-cap ETFs higher in the winter months.
Positive
Zacks Investment Research
1 year ago
Small-Cap Rally in the Cards at Year-End & Beyond? ETFs in Focus
The recent rally in small-cap stocks, coupled with encouraging inflation data and valuation discrepancies, indicates a potentially favorable environment for investors in this sector.
See News Rankings
Charts implemented using Lightweight Charts™