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Invesco S&P SmallCap 600 Pure Growth ETF
RZG

50 hedge funds and large institutions have $47.7M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding

Funds holding: 50 → 50 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.81% less ownership

Funds ownership: 45.13% → 44.32% (-0.81%)

4% less capital invested

Capital invested by funds: $49.8M → $47.7M (-$2.12M)

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFW
Horizon Family Wealth
Illinois
+$1.53M
2
Morgan Stanley
Morgan Stanley
New York
+$1.37M
3
Citigroup
Citigroup
New York
+$1.26M
4
MTC
Matrix Trust Company
Colorado
+$684K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$394K

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$614K
2
Jane Street
Jane Street
New York
-$341K
3
LPL Financial
LPL Financial
California
-$332K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$325K
5
EH
Equitable Holdings
New York
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$271K – – –
Raymond James Financial
27
Raymond James Financial
Florida
$270K +$284K +5,447 New
HT
28
Heritage Trust
Oklahoma
$262K +$276K +5,295 New
SFI
29
SPC Financial Inc
Maryland
$238K – – –
BAM
30
Belpointe Asset Management
Nevada
$232K – – –
KWM
31
Kaydan Wealth Management
Michigan
$220K – – –
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$218K +$229K +4,393 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$212K +$9.11K +175 +4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$162K -$52.5K -1,008 -24%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$156K – – –
CF
36
Collier Financial
Colorado
$55.3K +$58.2K +1,117 New
AWM
37
Avior Wealth Management
Nebraska
$55.3K +$58.1K +1,116 New
AssetMark Inc
38
AssetMark Inc
California
$54.3K – – –
GWSG
39
GPS Wealth Strategies Group
Colorado
$40.4K -$4.37K -84 -9%
KFI
40
Key Financial Inc
Pennsylvania
$34K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$33.2K -$52 -1 -0.1%
JP Morgan Chase
42
JP Morgan Chase
New York
$15.6K +$8.07K +155 +97%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$14.6K +$9.11K +175 +146%
CIAS
44
Capital Investment Advisory Services
North Carolina
$14.3K +$15.1K +289 New
GWM
45
Geneos Wealth Management
Colorado
$14.1K – – –
PS
46
Principal Securities
Iowa
$8.77K – – –
CIAS
47
CBIZ Investment Advisory Services
Ohio
$6.59K +$52 +1 +0.8%
PA
48
PSI Advisors
Florida
$5.25K – – –
EW
49
Element Wealth
Mississippi
$1.24K – – –
NA
50
NewEdge Advisors
Louisiana
$600 – – –
1
2
3

RZG Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q4 2024, worth a combined $47.7M — down 4.2% from $49.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RZG positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Horizon Family Wealth, opening a new position worth an estimated $1.53M. The largest seller was Allworth Financial, cutting an estimated $614K.

  • 50 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $47.7M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q4 2024 was Horizon Family Wealth, an estimated $1.53M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q4 2024 was Allworth Financial, an estimated $614K sold.

Based on aggregated 13F filings for Q4 2024.