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Invesco S&P SmallCap 600 Pure Growth ETF

44 hedge funds and large institutions have $64.4M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

20.32% less ownership

Funds ownership: 132.31%111.99% (-20%)

23% less capital invested

Capital invested by funds: $83.3M → $64.4M (-$19M)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$385K -$770K -28,761 -67%
FIM
27
Freedom Investment Management
Connecticut
$385K +$37.2K +1,389 +11%
RJA
28
Raymond James & Associates
Florida
$353K -$118K -4,416 -26%
ASN
29
Advisory Services Network
Georgia
$309K -$12.4K -462 -4%
BDF
30
Balasa Dinverno & Foltz
$289K
Creative Planning
31
Creative Planning
Kansas
$253K
Brown Advisory
32
Brown Advisory
Maryland
$227K
WS
33
Wedbush Securities
California
$211K -$1.6K -60 -0.8%
PAG
34
Private Advisor Group
New Jersey
$201K +$196K +7,320 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$174K +$1.77K +66 +1%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$162K -$2.33K -87 -1%
WA
37
WFG Advisors
Texas
$14K
NFG
38
Next Financial Group
Texas
$8K
VIA
39
Vantage Investment Advisors
Pennsylvania
$5K -$36.4K -1,359 -87%
IA
40
IFP Advisors
Florida
$5K +$4.42K +165 New
IAS
41
INR Advisory Services
Pennsylvania
$3K
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1K
TFA
43
Transamerica Financial Advisors
Florida
-$1.06M -40,527 Closed
AIG
44
American International Group
New York
-$564K -21,435 Closed
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
-$283K -10,779 Closed
SIG
46
Stanford Investment Group
California
-$140K -5,340 Closed
Citigroup
47
Citigroup
New York
-$40K -1,536 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$14K -543 Closed

RZG Hedge Fund Activity: Q2 2016 in Review

44 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q2 2016, worth a combined $64.4M — down 23% from $83.3M a quarter earlier.

Fund positioning in RZG was balanced in Q2 2016: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $3.73M. The largest seller was Jane Street, cutting an estimated $13.8M.

  • 44 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $64.4M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q2 2016, down 23% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q2 2016 and 6 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q2 2016 was Raymond James Financial Services Advisors, an estimated $3.73M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q2 2016 was Jane Street, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2016.