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Invesco S&P SmallCap 600 Pure Growth ETF
RZG

57 hedge funds and large institutions have $44.8M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 54 → 57 (+3)

1.56% more ownership

Funds ownership: 41.72% → 43.28% (+1.6%)

4% more capital invested

Capital invested by funds: $43.1M → $44.8M (+$1.77M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFW
Horizon Family Wealth
Illinois
+$2.7M
2
GVCM
Global View Capital Management
Wisconsin
+$1.09M
3
IMC Chicago
IMC Chicago
Illinois
+$1.08M
4
AC
AlphaCore Capital
California
+$261K
5
IA
Integrity Alliance
Iowa
+$257K

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$1.79M
2
CTC
Central Trust Company
Missouri
-$1.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$495K
4
UBS Group
UBS Group
Switzerland
-$478K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$293K – – –
HT
27
Heritage Trust
Oklahoma
$288K – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$278K -$24.4K -449 -8%
AC
29
AlphaCore Capital
California
$261K +$261K +4,800 New
IA
30
Integrity Alliance
Iowa
$257K +$257K +4,721 New
KWM
31
Kaydan Wealth Management
Michigan
$242K – – –
BAM
32
Belpointe Asset Management
Nevada
$241K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$236K +$59K +1,083 +33%
TC
34
Trilogy Capital
California
$232K – – –
WWM
35
Western Wealth Management
Colorado
$219K +$10.4K +191 +5%
Ameriprise
36
Ameriprise
Minnesota
$208K +$208K +3,829 New
HI
37
Harbour Investments
Wisconsin
$198K +$65.3K +1,200 +49%
UBS Group
38
UBS Group
Switzerland
$196K -$478K -8,783 -71%
FHA
39
Flagship Harbor Advisors
Massachusetts
$178K +$178K +3,277 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$167K -$4.85K -89 -3%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$152K -$4.36K -80 -3%
CF
42
Collier Financial
Colorado
$60.8K – – –
TCOT
43
Trust Company of Toledo
Ohio
$53K – – –
SIS
44
Sound Income Strategies
Florida
$52.8K +$49.5K +909 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$40.8K +$5.34K +98 +15%
KFI
46
Key Financial Inc
Pennsylvania
$37.4K – – –
AssetMark Inc
47
AssetMark Inc
California
$30.2K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$30K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$28.8K +$12.1K +222 +72%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$18.5K +$18.6K +341 New
1
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RZG Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q4 2025, worth a combined $44.8M — up 4.1% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RZG positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Family Wealth, adding an estimated $2.7M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.79M sold.

  • 57 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $44.8M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q4 2025 and 7 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q4 2025 was Horizon Family Wealth, an estimated $2.7M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q4 2025 was IHT Wealth Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2025.