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Invesco S&P SmallCap 600 Pure Value ETF

61 hedge funds and large institutions have $106M 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, 16 increasing their positions, 21 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: $ → $

less funds holding

Funds holding:

less ownership

Funds ownership:

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$692K
FTS
27
Fifth Third Securities
Ohio
$673K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$657K
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$520K
Wells Fargo
30
Wells Fargo
California
$519K
Creative Planning
31
Creative Planning
Kansas
$514K
TPWM
32
Twelve Points Wealth Management
Massachusetts
$492K
MML Investors Services
33
MML Investors Services
Massachusetts
$399K
WAM
34
Worth Asset Management
Texas
$363K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$336K
CIA
36
Choate Investment Advisors
Massachusetts
$325K
PAG
37
Private Advisory Group
Washington
$320K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$301K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$291K
HighTower Advisors
40
HighTower Advisors
Illinois
$266K
BEI
41
Benjamin Edwards Inc
Missouri
$251K
FFN
42
Focus Financial Network
Minnesota
$248K
LAM
43
LOM Asset Management
$225K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$220K
AQR Capital Management
45
AQR Capital Management
Connecticut
$217K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$105K
CPA
47
Cardiff Park Advisors
California
$76.7K
JHCP
48
Jackson Hole Capital Partners
Oklahoma
$54.1K
Simplex Trading
49
Simplex Trading
Illinois
$38K
GRP
50
Global Retirement Partners
California
$33.3K