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Invesco S&P SmallCap 600 Pure Growth ETF
RZG

54 hedge funds and large institutions have $43.1M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 51 → 54 (+3)

6% more capital invested

Capital invested by funds: $40.8M → $43.1M (+$2.28M)

0.96% more ownership

Funds ownership: 40.76% → 41.72% (+0.96%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$849K
2
TC
Trilogy Capital
California
+$225K
3
HI
Harbour Investments
Wisconsin
+$129K
4
AQR Capital Management
AQR Capital Management
Connecticut
+$128K
5
UBS Group
UBS Group
Switzerland
+$121K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$696K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$349K
4
Citadel Advisors
Citadel Advisors
Florida
-$246K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$337K – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$303K +$66.6K +1,262 +29%
AIFAIM
28
American Institute for Advanced Investment Management
Arizona
$294K -$4.75K -90 -2%
HT
29
Heritage Trust
Oklahoma
$288K – – –
SFI
30
SPC Financial Inc
Maryland
$261K – – –
KWM
31
Kaydan Wealth Management
Michigan
$242K – – –
BAM
32
Belpointe Asset Management
Nevada
$242K +$18.2K +345 +8%
TC
33
Trilogy Capital
California
$232K +$225K +4,262 New
WWM
34
Western Wealth Management
Colorado
$209K -$19.8K -376 -9%
LSA
35
Lion Street Advisors
Texas
$207K +$65K +1,232 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$177K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$172K – – –
Jones Financial Companies
38
Jones Financial Companies
Missouri
$157K +$8.92K +169 +6%
HI
39
Harbour Investments
Wisconsin
$133K +$129K +2,448 New
CF
40
Collier Financial
Colorado
$60.9K +$58.9K +1,117 New
TCOT
41
Trust Company of Toledo
Ohio
$53.1K – – –
GWSG
42
GPS Wealth Strategies Group
Colorado
$43.1K – – –
KFI
43
Key Financial Inc
Pennsylvania
$37.3K – – –
CIAS
44
Capital Investment Advisory Services
North Carolina
$35.5K +$8.02K +152 +30%
AssetMark Inc
45
AssetMark Inc
California
$30.2K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$30K – – –
SS
47
Sunbelt Securities
Texas
$22.3K +$21.6K +410 New
JP Morgan Chase
48
JP Morgan Chase
New York
$16.8K – – –
GWM
49
Geneos Wealth Management
Colorado
$15.5K – – –
RF
50
Rossby Financial
Florida
$12.1K – – –
1
2
3

RZG Hedge Fund Activity: Q3 2025 in Review

54 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q3 2025, worth a combined $43.1M — up 5.6% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RZG positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $849K. The largest seller was LPL Financial, cutting an estimated $1.16M.

  • 54 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $43.1M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q3 2025 was Morgan Stanley, an estimated $849K added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q3 2025 was LPL Financial, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2025.