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Invesco S&P SmallCap 600 Pure Value ETF

65 hedge funds and large institutions have $116M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
26
Ayalon Insurance Company
Israel
$829K
Citadel Advisors
27
Citadel Advisors
Florida
$693K
AIFAIM
28
American Institute for Advanced Investment Management
Arizona
$692K
FTS
29
Fifth Third Securities
Ohio
$673K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$657K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$520K
Wells Fargo
32
Wells Fargo
California
$519K
Creative Planning
33
Creative Planning
Kansas
$514K
TPWM
34
Twelve Points Wealth Management
Massachusetts
$492K
IA
35
IFP Advisors
Florida
$416K
MML Investors Services
36
MML Investors Services
Massachusetts
$399K
WAM
37
Worth Asset Management
Texas
$363K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$336K
CIA
39
Choate Investment Advisors
Massachusetts
$325K
PAG
40
Private Advisory Group
Washington
$320K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$301K
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$291K
HighTower Advisors
43
HighTower Advisors
Illinois
$266K
BEI
44
Benjamin Edwards Inc
Missouri
$251K
FFN
45
Focus Financial Network
Minnesota
$248K
LAM
46
LOM Asset Management
$225K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$220K
AQR Capital Management
48
AQR Capital Management
Connecticut
$217K
AF
49
Allworth Financial
California
$142K
Jones Financial Companies
50
Jones Financial Companies
Missouri
$105K