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Invesco S&P SmallCap 600 Pure Growth ETF

54 hedge funds and large institutions have $43.1M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 5154 (+3)

6% more capital invested

Capital invested by funds: $40.8M → $43.1M (+$2.28M)

0.96% more ownership

Funds ownership: 40.76%41.72% (+0.96%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
16
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
$7.86M -$349K -6,615 -4%
LPL Financial
2
LPL Financial
California
$5.68M -$1.16M -22,014 -17%
Morgan Stanley
3
Morgan Stanley
New York
$3.12M +$849K +16,096 +39%
TPWM
4
Twelve Points Wealth Management
Massachusetts
$2.72M -$15K -284 -0.6%
AQR Capital Management
5
AQR Capital Management
Connecticut
$2.14M +$128K +2,425 +7%
IWM
6
IHT Wealth Management
Illinois
$1.79M -$58.8K -1,115 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.5M +$33.2K +629 +2%
Bank of America
8
Bank of America
North Carolina
$1.34M +$27.4K +519 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.27M -$3.85K -73 -0.3%
HFW
10
Horizon Family Wealth
Illinois
$1.25M +$66.9K +1,269 +6%
FFA
11
Farther Finance Advisors
California
$1.2M
CTC
12
Central Trust Company
Missouri
$1.09M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.06M -$95.2K -1,804 -8%
BFG
14
Berger Financial Group
Minnesota
$1.02M -$106 -2 -0%
AF
15
Allworth Financial
California
$998K -$35.1K -665 -4%
IRC
16
Investors Research Corp
Georgia
$784K -$49.6K -941 -6%
UBS Group
17
UBS Group
Switzerland
$674K +$121K +2,291 +23%
WH
18
Willner & Heller
California
$617K +$580 +11 +0.1%
PSF
19
Pacific Sun Financial
California
$593K -$15.3K -290 -3%
Raymond James Financial
20
Raymond James Financial
Florida
$547K +$99.8K +1,891 +23%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$495K -$696K -13,195 -59%
PWM
22
Purus Wealth Management
California
$490K +$53 +1 +0%
FWP
23
FAS Wealth Partners
Kansas
$428K +$264 +5 +0.1%
Wells Fargo
24
Wells Fargo
California
$416K -$14.8K -280 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$338K -$126K -2,393 -28%

RZG Hedge Fund Activity: Q3 2025 in Review

54 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q3 2025, worth a combined $43.1M — up 5.6% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RZG positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $849K. The largest seller was LPL Financial, cutting an estimated $1.16M.

  • 54 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q3 2025, up from 51 in Q2 2025.
  • Funds reported $43.1M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q3 2025, up 5.6% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q3 2025 was Morgan Stanley, an estimated $849K added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q3 2025 was LPL Financial, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2025.