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Invesco S&P SmallCap 600 Pure Value ETF

62 hedge funds and large institutions have $101M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 27 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1% less ownership

Funds ownership: 50.64%49.64% (-1%)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
62
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
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$634K
Osaic Holdings
27
Osaic Holdings
Arizona
$621K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$602K
IWP
29
Innova Wealth Partners
Pennsylvania
$601K
TPWM
30
Twelve Points Wealth Management
Massachusetts
$562K
Two Sigma Investments
31
Two Sigma Investments
New York
$461K
Creative Planning
32
Creative Planning
Kansas
$455K
Wells Fargo
33
Wells Fargo
California
$427K
MML Investors Services
34
MML Investors Services
Massachusetts
$375K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$370K
IA
36
IFP Advisors
Florida
$369K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$368K
PAG
38
Private Advisory Group
Washington
$345K
CIA
39
Choate Investment Advisors
Massachusetts
$288K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$284K
HighTower Advisors
41
HighTower Advisors
Illinois
$240K
BEI
42
Benjamin Edwards Inc
Missouri
$230K
FFN
43
Focus Financial Network
Minnesota
$223K
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$201K
LAM
45
LOM Asset Management
$200K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$196K
AF
47
Allworth Financial
California
$126K
Jones Financial Companies
48
Jones Financial Companies
Missouri
$109K
Raymond James Financial
49
Raymond James Financial
Florida
$35.3K
CWP
50
Concord Wealth Partners
Virginia
$28.9K