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Invesco S&P SmallCap 600 Pure Growth ETF

57 hedge funds and large institutions have $44.8M invested in Invesco S&P SmallCap 600 Pure Growth ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 5457 (+3)

1.56% more ownership

Funds ownership: 41.72%43.28% (+1.6%)

4% more capital invested

Capital invested by funds: $43.1M → $44.8M (+$1.77M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
57
Holders Change
+3
Holders Change %
+5.56%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
16
Closed
7
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
$7.39M -$460K -8,456 -6%
LPL Financial
2
LPL Financial
California
$5.77M +$97.2K +1,785 +2%
HFW
3
Horizon Family Wealth
Illinois
$3.95M +$2.7M +49,568 +215%
Morgan Stanley
4
Morgan Stanley
New York
$3.17M +$53.6K +985 +2%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$2.84M -$708 -13 -0%
AQR Capital Management
6
AQR Capital Management
Connecticut
$2.02M -$114K -2,086 -5%
Bank of America
7
Bank of America
North Carolina
$1.31M -$29.2K -536 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.3M +$23.6K +434 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.21M -$288K -5,298 -19%
FFA
10
Farther Finance Advisors
California
$1.21M +$3.92K +72 +0.3%
GVCM
11
Global View Capital Management
Wisconsin
$1.08M +$1.09M +19,949 New
IMC Chicago
12
IMC Chicago
Illinois
$1.08M +$1.08M +19,853 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.04M -$17.3K -318 -2%
BFG
14
Berger Financial Group
Minnesota
$1.02M +$54 +1 +0%
TW
15
Tempo Wealth
Ohio
$1.01M +$1.01M +18,533 New
AF
16
Allworth Financial
California
$966K -$30.6K -562 -3%
IRC
17
Investors Research Corp
Georgia
$763K -$19.7K -362 -3%
WH
18
Willner & Heller
California
$616K +$545 +10 +0.1%
PSF
19
Pacific Sun Financial
California
$548K -$44.1K -810 -7%
Raymond James Financial
20
Raymond James Financial
Florida
$540K -$6.64K -122 -1%
PWM
21
Purus Wealth Management
California
$490K
FWP
22
FAS Wealth Partners
Kansas
$428K +$218 +4 +0.1%
Wells Fargo
23
Wells Fargo
California
$366K -$49.2K -904 -12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$341K +$4.03K +74 +1%
CFS
25
Commonwealth Financial Services
West Virginia
$337K

RZG Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Growth ETF (RZG) for Q4 2025, worth a combined $44.8M — up 4.1% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RZG positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Horizon Family Wealth, adding an estimated $2.7M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.79M sold.

  • 57 institutional investors held Invesco S&P SmallCap 600 Pure Growth ETF (RZG) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $44.8M of Invesco S&P SmallCap 600 Pure Growth ETF stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap 600 Pure Growth ETF positions in Q4 2025 and 7 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF buyer in Q4 2025 was Horizon Family Wealth, an estimated $2.7M added.
  • The largest Invesco S&P SmallCap 600 Pure Growth ETF seller in Q4 2025 was IHT Wealth Management, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2025.