Invesco S&P SmallCap 600 Pure Growth ETF
RZG
34 hedge funds and large institutions have $33.3M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
10% more funds holding
Funds holding: 31 → 34 (+3)
7% more capital invested
Capital invested by funds: $31.2M → $33.3M (+$2.09M)
2.58% more ownership
Funds ownership: 95.23% → 97.82% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.67M |
| 3 |
Morgan Stanley
New York
|
+$447K |
| 4 |
BDF
Balasa Dinverno & Foltz
|
+$279K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$923K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$597K |
| 4 |
Jane Street
New York
|
-$555K |
| 5 |
AIG
American International Group
New York
|
-$224K |
RZG Hedge Fund Activity: Q4 2014 in Review
34 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q4 2014, worth a combined $33.3M — up 6.7% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RZG positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.77M. The largest seller was Wells Fargo, cutting an estimated $1.28M.
- 34 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q4 2014, up from 31 in Q3 2014.
- Funds reported $33.3M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q4 2014, up 6.7% quarter-over-quarter.
- 8 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q4 2014 and 3 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q4 2014 was LPL Financial, an estimated $1.77M added.
- The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q4 2014 was Wells Fargo, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2014.