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Invesco S&P SmallCap 600 Pure Value ETF

45 hedge funds and large institutions have $81.4M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $57.7M → $81.4M (+$23.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4445 (+1)

1.11% more ownership

Funds ownership: 41.6%42.71% (+1.1%)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
8
Increased
14
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$218K +$78.4K +1,177 New
Wells Fargo
27
Wells Fargo
California
$162K -$316K -4,738 -66%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$125K +$4.66K +70 +4%
AG
29
Advisor Group
Arizona
$105K +$36.1K +542 +51%
ADL
30
Asset Dedication LLC
California
$104K -$23.8K -357 -18%
RWML
31
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$55.8K +$200 +3 +0.4%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$55K -$224K -3,362 -85%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$39K
VRM
34
Vectors Research Management
New York
$39K +$40K +600 New
AWM
35
Avior Wealth Management
Nebraska
$29K
OIA
36
Optimum Investment Advisors
Illinois
$26K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$25K +$24.9K +374 +37,400%
PB
38
Pinnacle Bancorp
Nebraska
$21K
William Blair & Company
39
William Blair & Company
Illinois
$20K
WCM
40
WealthBridge Capital Management
Ohio
$17K
CWA
41
Clarus Wealth Advisors
Arizona
$13K
NFG
42
Next Financial Group
Texas
$9K
NFH
43
NEXT Financial Holdings
Texas
$9K +$9.33K +140 New
OAJ
44
Ogorek Anthony Joseph
New York
$8K
6M
45
6 Meridian
Kansas
-$1.32M -22,773 Closed
CC
46
Claybrook Capital
Massachusetts
-$54K -931 Closed
WDL
47
Well Done LLC
Michigan
-$54K -931 Closed
IA
48
IFP Advisors
Florida
-$43K -754 Closed
W
49
WealthOne
New York
-$39K -680 Closed
AIC
50
Ameritas Investment Company
Nebraska
-$22K -379 Closed

RZV Hedge Fund Activity: Q1 2019 in Review

45 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) for Q1 2019, worth a combined $81.4M — up 41% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RZV positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Strid Group, adding an estimated $8.48M. The largest seller was Susquehanna International Group, cutting an estimated $2.55M.

  • 45 institutional investors held Invesco S&P SmallCap 600 Pure Value ETF (RZV) as of Q1 2019, up from 44 in Q4 2018.
  • Funds reported $81.4M of Invesco S&P SmallCap 600 Pure Value ETF stock for Q1 2019, up 41% quarter-over-quarter.
  • 8 funds opened new Invesco S&P SmallCap 600 Pure Value ETF positions in Q1 2019 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF buyer in Q1 2019 was Strid Group, an estimated $8.48M added.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF seller in Q1 2019 was Susquehanna International Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q1 2019.