Invesco S&P SmallCap 600 Pure Growth ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
1.09% more ownership
Funds ownership: 44.32% [Q4 2024] → 45.41% (+1.09%) [Q1 2025]
0% more funds holding
Funds holding: 50 [Q4 2024] → 50 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less capital invested
Capital invested by funds: $47.7M [Q4 2024] → $46.5M (-$1.23M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for RZG.
Financial journalist opinion
Negative
Seeking Alpha
6 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.
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.
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