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Invesco S&P SmallCap 600 Pure Growth ETF

38 hedge funds and large institutions have $35M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.35% more ownership

Funds ownership: 103.38%109.73% (+6.3%)

3% more capital invested

Capital invested by funds: $34.1M → $35M (+$891K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 4138 (-3)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.4M -$256K -6,240 -2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$5.35M -$69.4K -1,692 -1%
TPWM
3
Twelve Points Wealth Management
Massachusetts
$3.75M +$411K +10,023 +11%
IRC
4
Investors Research Corp
Georgia
$1.7M -$4.8K -117 -0.3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.63M +$270K +6,588 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.37M -$9.11K -222 -0.6%
IMC Chicago
7
IMC Chicago
Illinois
$1.31M +$1.47M +35,790 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.21M +$123K +3,000 +10%
Morgan Stanley
9
Morgan Stanley
New York
$1.01M +$8.25K +201 +0.7%
PSF
10
Pacific Sun Financial
California
$790K -$66.5K -1,620 -7%
UBS Group
11
UBS Group
Switzerland
$777K +$240K +5,844 +38%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$727K +$566K +13,791 +229%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$641K -$54.8K -1,335 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$572K +$640K +15,594 New
RJA
15
Raymond James & Associates
Florida
$526K +$589K +14,343 New
Wells Fargo
16
Wells Fargo
California
$511K -$25K -609 -4%
PWM
17
Purus Wealth Management
California
$497K -$6.4K -156 -1%
Bank of America
18
Bank of America
North Carolina
$480K +$60.3K +1,470 +13%
WH
19
Willner & Heller
California
$402K +$2.46K +60 +0.6%
FWP
20
FAS Wealth Partners
Kansas
$274K +$123 +3 +0%
BAM
21
Belpointe Asset Management
Nevada
$253K +$283K +6,897 New
KWM
22
Kaydan Wealth Management
Michigan
$230K -$4.43K -108 -2%
Truist Financial
23
Truist Financial
North Carolina
$226K +$253K +6,165 New
VA
24
Valmark Advisers
Ohio
$212K -$17.1K -417 -7%
GWSG
25
GPS Wealth Strategies Group
Colorado
$40K

RZG Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q3 2022, worth a combined $35M — up 2.6% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of RZG and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.47M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $378K sold.

  • 38 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $35M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q3 2022, up 2.6% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q3 2022 and 10 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q3 2022 was IMC Chicago, an estimated $1.47M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $378K sold.

Based on aggregated 13F filings for Q3 2022.