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Invesco S&P SmallCap 600 Pure Growth ETF

51 hedge funds and large institutions have $40.8M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 5051 (+1)

4.65% less ownership

Funds ownership: 45.41%40.76% (-4.6%)

12% less capital invested

Capital invested by funds: $46.5M → $40.8M (-$5.67M)

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: 10 (-1)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
14
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$313K -$14.2K -300 -5%
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$277K
HT
28
Heritage Trust
Oklahoma
$268K
Citadel Advisors
29
Citadel Advisors
Florida
$246K -$134K -2,816 -37%
SFI
30
SPC Financial Inc
Maryland
$243K
KWM
31
Kaydan Wealth Management
Michigan
$225K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$218K +$95 +2 +0%
WWM
33
Western Wealth Management
Colorado
$213K +$200K +4,220 New
BAM
34
Belpointe Asset Management
Nevada
$207K -$12K -253 -6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$164K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$160K
Jones Financial Companies
37
Jones Financial Companies
Missouri
$137K -$237 -5 -0.2%
TCOT
38
Trust Company of Toledo
Ohio
$49.3K +$46.3K +975 New
GWSG
39
GPS Wealth Strategies Group
Colorado
$40K
KFI
40
Key Financial Inc
Pennsylvania
$34.8K
AssetMark Inc
41
AssetMark Inc
California
$28.1K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$27.9K -$949 -20 -4%
CIAS
43
Capital Investment Advisory Services
North Carolina
$25.3K +$7.79K +164 +49%
JP Morgan Chase
44
JP Morgan Chase
New York
$15.6K -$32.8K -692 -69%
GWM
45
Geneos Wealth Management
Colorado
$14.4K -$13.5K -285 -50%
RF
46
Rossby Financial
Florida
$11.2K
PS
47
Principal Securities
Iowa
$8.95K -$8.54K -180 -50%
CIAS
48
CBIZ Investment Advisory Services
Ohio
$6.74K
AAS
49
Ameritas Advisory Services
Nebraska
$1.82K +$1.71K +36 New
NA
50
NewEdge Advisors
Louisiana
$614

RZG Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q2 2025, worth a combined $40.8M — down 12% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RZG positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Central Trust Company, opening a new position worth an estimated $954K. The largest seller was Twelve Points Wealth Management, cutting an estimated $5.75M.

  • 51 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $40.8M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 4 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q2 2025 was Central Trust Company, an estimated $954K added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q2 2025 was Twelve Points Wealth Management, an estimated $5.75M sold.

Based on aggregated 13F filings for Q2 2025.