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Invesco S&P SmallCap 600 Pure Growth ETF
RZG

50 hedge funds and large institutions have $46.5M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

1.09% more ownership

Funds ownership: 44.32% → 45.41% (+1.1%)

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% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less capital invested

Capital invested by funds: $47.7M → $46.5M (-$1.23M)

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
19
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$720K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$663K
3
Citigroup
Citigroup
New York
+$449K
4
Morgan Stanley
Morgan Stanley
New York
+$403K
5
Citadel Advisors
Citadel Advisors
Florida
+$380K

Top Sellers

Rank Fund Capital Flow
1
SAI
Savvy Advisors Inc
New York
-$1.09M
2
IRC
Investors Research Corp
Georgia
-$329K
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$218K
4
AF
Allworth Financial
California
-$181K
5
IWM
IHT Wealth Management
Illinois
-$82.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$304K – – –
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$256K – – –
HT
28
Heritage Trust
Oklahoma
$248K – – –
Raymond James Financial
29
Raymond James Financial
Florida
$239K -$16.1K -326 -6%
SFI
30
SPC Financial Inc
Maryland
$224K – – –
KWM
31
Kaydan Wealth Management
Michigan
$208K – – –
BAM
32
Belpointe Asset Management
Nevada
$203K -$9.59K -194 -4%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$201K +$791 +16 +0.4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$152K -$1.38K -28 -0.9%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$148K – – –
Jones Financial Companies
36
Jones Financial Companies
Missouri
$126K +$120K +2,423 +821%
FFA
37
Farther Finance Advisors
California
$114K +$121K +2,444 New
CF
38
Collier Financial
Colorado
$52.2K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$46.8K +$33.9K +685 +217%
GWSG
40
GPS Wealth Strategies Group
Colorado
$37K -$1.19K -24 -3%
KFI
41
Key Financial Inc
Pennsylvania
$32.1K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$26.7K -$4.89K -99 -15%
GWM
43
Geneos Wealth Management
Colorado
$26.7K +$14.1K +285 +100%
AssetMark Inc
44
AssetMark Inc
California
$26K -$26.7K -541 -49%
PS
45
Principal Securities
Iowa
$17.7K +$8.9K +180 +102%
CIAS
46
Capital Investment Advisory Services
North Carolina
$15.7K +$2.32K +47 +16%
RF
47
Rossby Financial
Florida
$10.2K +$11K +222 New
CIAS
48
CBIZ Investment Advisory Services
Ohio
$6.23K – – –
CA
49
Clearstead Advisors
Ohio
$1.41K +$1.48K +30 New
NA
50
NewEdge Advisors
Louisiana
$567 – – –
1
2
3

RZG Hedge Fund Activity: Q1 2025 in Review

50 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q1 2025, worth a combined $46.5M — down 2.6% from $47.7M a quarter earlier.

Fund positioning in RZG was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 16 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $720K. The largest seller was Savvy Advisors Inc, exiting entirely with an estimated $1.09M sold.

  • 50 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $46.5M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q1 2025, down 2.6% quarter-over-quarter.
  • 5 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q1 2025 was AQR Capital Management, an estimated $720K added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q1 2025 was Savvy Advisors Inc, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2025.