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Invesco S&P SmallCap 600 Pure Growth ETF

51 hedge funds and large institutions have $40.8M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

2% more funds holding

Funds holding: 5051 (+1)

4.65% less ownership

Funds ownership: 45.41%40.76% (-4.6%)

12% less capital invested

Capital invested by funds: $46.5M → $40.8M (-$5.67M)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
14
Reduced
21
Closed
2
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
$7.63M -$33K -695 -0.5%
LPL Financial
2
LPL Financial
California
$6.39M -$110K -2,312 -2%
TPWM
3
Twelve Points Wealth Management
Massachusetts
$2.54M -$5.75M -121,188 -71%
Morgan Stanley
4
Morgan Stanley
New York
$2.09M -$1.91M -40,186 -49%
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.86M +$109K +2,296 +7%
IWM
6
IHT Wealth Management
Illinois
$1.72M -$10.2K -214 -0.6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.36M +$24.2K +510 +2%
Bank of America
8
Bank of America
North Carolina
$1.22M -$7.5K -158 -0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.19M +$80.3K +1,692 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.13M +$420K +8,853 +66%
FFA
11
Farther Finance Advisors
California
$1.12M +$933K +19,654 +804%
HFW
12
Horizon Family Wealth
Illinois
$1.1M -$375K -7,896 -27%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.08M +$155K +3,256 +18%
CTC
14
Central Trust Company
Missouri
$1.02M +$954K +20,100 New
AF
15
Allworth Financial
California
$960K -$132K -2,774 -13%
BFG
16
Berger Financial Group
Minnesota
$951K +$19.5K +411 +2%
IRC
17
Investors Research Corp
Georgia
$776K -$461K -9,702 -39%
WH
18
Willner & Heller
California
$572K +$522 +11 +0.1%
PSF
19
Pacific Sun Financial
California
$565K -$37.3K -785 -7%
UBS Group
20
UBS Group
Switzerland
$510K +$44.2K +931 +10%
PWM
21
Purus Wealth Management
California
$455K -$33.9K -714 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$434K +$47.9K +1,009 +13%
Raymond James Financial
23
Raymond James Financial
Florida
$412K +$144K +3,033 +59%
Wells Fargo
24
Wells Fargo
California
$401K -$95 -2 -0%
FWP
25
FAS Wealth Partners
Kansas
$397K +$237 +5 +0.1%

RZG Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q2 2025, worth a combined $40.8M — down 12% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RZG positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Central Trust Company, opening a new position worth an estimated $954K. The largest seller was Twelve Points Wealth Management, cutting an estimated $5.75M.

  • 51 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $40.8M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 4 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q2 2025 was Central Trust Company, an estimated $954K added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q2 2025 was Twelve Points Wealth Management, an estimated $5.75M sold.

Based on aggregated 13F filings for Q2 2025.