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Invesco S&P SmallCap 600 Pure Growth ETF

34 hedge funds and large institutions have $30.5M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 3934 (-5)

12.96% less ownership

Funds ownership: 95.88%82.91% (-13%)

20% less capital invested

Capital invested by funds: $38.1M → $30.5M (-$7.61M)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$7.31M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.83M +$1.98M +55,758 +51%
Citadel Advisors
3
Citadel Advisors
Florida
$2.71M +$267K +7,521 +11%
LPL Financial
4
LPL Financial
California
$1.76M -$48.8K -1,377 -3%
IRC
5
Investors Research Corp
Georgia
$1.76M -$66.8K -1,884 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.41M -$126K -3,549 -8%
Morgan Stanley
7
Morgan Stanley
New York
$1.25M +$86.9K +2,451 +7%
RJA
8
Raymond James & Associates
Florida
$1.14M +$9.04K +255 +0.8%
PSF
9
Pacific Sun Financial
California
$1.11M -$24.5K -690 -2%
UBS Group
10
UBS Group
Switzerland
$960K +$230K +6,480 +31%
Wells Fargo
11
Wells Fargo
California
$933K -$16.5K -465 -2%
VA
12
Valmark Advisers
Ohio
$702K -$34.2K -966 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$673K +$45.4K +1,281 +7%
Bank of America
14
Bank of America
North Carolina
$434K -$14.8K -417 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$377K -$9.04K -255 -2%
Creative Planning
16
Creative Planning
Kansas
$344K -$94.9K -2,676 -22%
PAG
17
Private Advisor Group
New Jersey
$343K -$2.23K -63 -0.6%
FWP
18
FAS Wealth Partners
Kansas
$296K -$5.11K -144 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$294K -$3.15M -88,869 -91%
CWM
20
Connecticut Wealth Management
Connecticut
$257K -$85K -2,397 -25%
RMCM
21
Reynders McVeigh Capital Management
Massachusetts
$244K
TAIM
22
TD Ameritrade Investment Management
Nebraska
$156K -$10.2K -288 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$67K -$1.79M -50,514 -96%
GWM
24
Geneos Wealth Management
Colorado
$23K
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$15K

RZG Hedge Fund Activity: Q3 2020 in Review

34 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q3 2020, worth a combined $30.5M — down 20% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RZG and 1 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.98M. The largest seller was IMC Chicago, exiting entirely with an estimated $3.24M sold.

  • 34 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q3 2020, down from 39 in Q2 2020.
  • Funds reported $30.5M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q3 2020, down 20% quarter-over-quarter.
  • 1 fund opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q3 2020 and 6 closed out, a net change of -5 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $1.98M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q3 2020 was IMC Chicago, an estimated $3.24M sold.

Based on aggregated 13F filings for Q3 2020.