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Invesco S&P SmallCap 600 Pure Growth ETF

43 hedge funds and large institutions have $47.3M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

42% more capital invested

Capital invested by funds: $33.3M → $47.3M (+$14M)

26% more funds holding

Funds holding: 3443 (+9)

16.64% more ownership

Funds ownership: 97.82%114.46% (+17%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
1
American International Group
New York
$5.18M +$4.53M +162,222 +1,238%
LPL Financial
2
LPL Financial
California
$4.92M +$874K +31,272 +23%
Wells Fargo
3
Wells Fargo
California
$4.5M +$182K +6,525 +4%
LPT
4
Legacy Private Trust
Wisconsin
$3.98M +$3.76M +134,640 New
UBS Group
5
UBS Group
Switzerland
$3.23M -$504K -18,018 -14%
SG Americas Securities
6
SG Americas Securities
New York
$2.9M -$41.9K -1,500 -2%
Jane Street
7
Jane Street
New York
$2.73M +$2.59M +92,505 New
Morgan Stanley
8
Morgan Stanley
New York
$2.36M -$2.01M -71,958 -47%
TFA
9
Transamerica Financial Advisors
Florida
$2.28M +$2.16M +77,244 New
RJA
10
Raymond James & Associates
Florida
$1.72M -$69.5K -2,487 -4%
Goldman Sachs
11
Goldman Sachs
New York
$1.61M -$197K -7,050 -11%
Bank of America
12
Bank of America
North Carolina
$1.5M -$693K -24,789 -33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.48M -$3.01M -107,769 -68%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.25M -$1.54M -55,065 -56%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.2M +$1.14M +40,740 New
BRWA
16
B. Riley Wealth Advisors
Florida
$1.06M +$2.1K +75 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$960K +$547K +19,581 +152%
BOS
18
Bank of Stockton
California
$607K +$67.1K +2,400 +13%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$464K +$307K +10,992 +235%
GT
20
Greenleaf Trust
Michigan
$448K
FIM
21
Freedom Investment Management
Connecticut
$351K +$1.17K +42 +0.4%
Stifel Financial
22
Stifel Financial
Missouri
$329K +$311K +11,139 New
VFS
23
VSR Financial Services
Kansas
$318K +$301K +10,773 New
BDF
24
Balasa Dinverno & Foltz
$312K -$4.95K -177 -2%
Creative Planning
25
Creative Planning
Kansas
$301K +$419 +15 +0.1%

RZG Hedge Fund Activity: Q1 2015 in Review

43 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q1 2015, worth a combined $47.3M — up 42% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RZG positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was American International Group, adding an estimated $4.53M. The largest seller was Susquehanna International Group, cutting an estimated $3.01M.

  • 43 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q1 2015, up from 34 in Q4 2014.
  • Funds reported $47.3M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q1 2015, up 42% quarter-over-quarter.
  • 11 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q1 2015 and 2 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q1 2015 was American International Group, an estimated $4.53M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q1 2015 was Susquehanna International Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q1 2015.