Invesco S&P SmallCap 600 Pure Growth ETF
RZG
43 hedge funds and large institutions have $41.6M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
26% more funds holding
Funds holding: 34 → 43 (+9)
6% more capital invested
Capital invested by funds: $39.2M → $41.6M (+$2.32M)
0.08% more ownership
Funds ownership: 39.9% → 39.99% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$779K |
| 2 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
+$608K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$573K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$247K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.42M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$560K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$470K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$401K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$190K |
RZG Hedge Fund Activity: Q1 2024 in Review
43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q1 2024, worth a combined $41.6M — up 5.9% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RZG positions and 1 closed out — a net gain of 9 holders — while 10 added to existing stakes and 15 trimmed.
The largest buyer was Berger Financial Group, opening a new position worth an estimated $779K. The largest seller was Morgan Stanley, cutting an estimated $1.42M.
- 43 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q1 2024, up from 34 in Q4 2023.
- Funds reported $41.6M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
- 10 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q1 2024 and 1 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q1 2024 was Berger Financial Group, an estimated $779K added.
- The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2024.