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Invesco S&P SmallCap 600 Pure Growth ETF

38 hedge funds and large institutions have $35.4M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

38% more capital invested

Capital invested by funds: $25.7M → $35.4M (+$9.72M)

20.78% more ownership

Funds ownership: 89.38%110.16% (+21%)

9% more funds holding

Funds holding: 3538 (+3)

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

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
12
Closed
3
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
$6.63M +$174K +4,380 +3%
TPWM
2
Twelve Points Wealth Management
Massachusetts
$4.8M +$578K +14,559 +15%
LPL Financial
3
LPL Financial
California
$4.1M -$30.5K -768 -0.8%
AF
4
Allworth Financial
California
$2.96M +$2.78M +69,954 New
IRC
5
Investors Research Corp
Georgia
$1.9M +$3.1K +78 +0.2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.5M +$161K +4,044 +13%
IMC Chicago
7
IMC Chicago
Illinois
$1.35M +$1.27M +32,004 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.27M +$4.17K +105 +0.4%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.16M -$464K -11,685 -30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.12M -$1.31K -33 -0.1%
Bank of America
11
Bank of America
North Carolina
$1.11M +$675K +16,986 +182%
Morgan Stanley
12
Morgan Stanley
New York
$936K -$107K -2,691 -11%
PSF
13
Pacific Sun Financial
California
$660K +$665K +16,755 New
Citadel Advisors
14
Citadel Advisors
Florida
$644K +$173K +4,359 +40%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$639K +$517K +13,023 +629%
Wells Fargo
16
Wells Fargo
California
$559K -$13.3K -336 -2%
UBS Group
17
UBS Group
Switzerland
$557K -$5.24K -132 -1%
IWM
18
IHT Wealth Management
Illinois
$451K +$183K +4,599 +76%
PWM
19
Purus Wealth Management
California
$441K -$122K -3,063 -23%
RJA
20
Raymond James & Associates
Florida
$407K -$184K -4,629 -32%
FWP
21
FAS Wealth Partners
Kansas
$331K +$12.4K +312 +4%
AIFAIM
22
American Institute for Advanced Investment Management
Arizona
$232K +$218K +5,481 New
LSA
23
Lion Street Advisors
Texas
$231K +$163K +4,110 New
EH
24
Equitable Holdings
New York
$227K
HT
25
Heritage Trust
Oklahoma
$224K

RZG Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q2 2023, worth a combined $35.4M — up 38% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RZG positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $2.78M. The largest seller was Osaic Holdings, cutting an estimated $464K.

  • 38 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q2 2023, up from 35 in Q1 2023.
  • Funds reported $35.4M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q2 2023, up 38% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q2 2023 was Allworth Financial, an estimated $2.78M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q2 2023 was Osaic Holdings, an estimated $464K sold.

Based on aggregated 13F filings for Q2 2023.