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Invesco S&P SmallCap 600 Pure Growth ETF

48 hedge funds and large institutions have $41M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $36M → $41M (+$4.98M)

11.85% more ownership

Funds ownership: 75.01%86.87% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

4% less funds holding

Funds holding: 5048 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
11
Reduced
12
Closed
4
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
PAG
2
Private Advisor Group
New Jersey
$3.45M +$895K +16,938 +36%
LPL Financial
3
LPL Financial
California
$2.89M -$178K -3,369 -6%
IRC
4
Investors Research Corp
Georgia
$2.6M -$4.76K -90 -0.2%
Citadel Advisors
5
Citadel Advisors
Florida
$2.49M +$1.03M +19,419 +73%
IMC Chicago
6
IMC Chicago
Illinois
$2.37M +$2.31M +43,674 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.25M +$168K +3,171 +8%
Morgan Stanley
8
Morgan Stanley
New York
$1.74M +$6.98K +132 +0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.73M +$768K +14,523 +83%
RJA
10
Raymond James & Associates
Florida
$1.46M -$42.2K -798 -3%
WWM
11
Western Wealth Management
Colorado
$1.28M +$279K +5,274 +29%
Wells Fargo
12
Wells Fargo
California
$1.22M -$23.6K -447 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.11M -$108K -2,034 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.05M +$33.8K +639 +3%
UBS Group
15
UBS Group
Switzerland
$998K -$258K -4,878 -21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$842K
PWM
17
Purus Wealth Management
California
$835K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$668K +$30.3K +573 +5%
Bank of America
19
Bank of America
North Carolina
$663K
VA
20
Valmark Advisers
Ohio
$487K -$606K -11,466 -56%
FWP
21
FAS Wealth Partners
Kansas
$409K +$159 +3 +0%
RMCM
22
Reynders McVeigh Capital Management
Massachusetts
$374K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$317K -$21.3K -402 -6%
CAN
24
Cetera Advisor Networks
California
$302K
EH
25
Equitable Holdings
New York
$297K

RZG Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q2 2021, worth a combined $41M — up 14% from $36M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RZG and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $2.31M. The largest seller was Valmark Advisers, cutting an estimated $606K.

  • 48 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q2 2021, down from 50 in Q1 2021.
  • Funds reported $41M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 2 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q2 2021 and 4 closed out, a net change of -2 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q2 2021 was IMC Chicago, an estimated $2.31M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q2 2021 was Valmark Advisers, an estimated $606K sold.

Based on aggregated 13F filings for Q2 2021.