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Invesco S&P SmallCap 600 Pure Value ETF
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Overview Fund Activity

62 hedge funds and large institutions have $99.6M 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, 16 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
16
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
+$710K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$451K
3
Goldman Sachs
Goldman Sachs
New York
+$445K
4
PAG
Private Advisory Group
Washington
+$345K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$201K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.59M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.27M
3
TPWM
Twelve Points Wealth Management
Massachusetts
-$1.17M
4
Stifel Financial
Stifel Financial
Missouri
-$711K
5
UBS Group
UBS Group
Switzerland
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIFAIM
26
American Institute for Advanced Investment Management
Arizona
$634K -$314 -3 -0%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$602K -$65.7K -627 -10%
IWP
28
Innova Wealth Partners
Pennsylvania
$601K +$179K +1,712 +43%
TPWM
29
Twelve Points Wealth Management
Massachusetts
$562K -$1.17M -11,213 -68%
Two Sigma Investments
30
Two Sigma Investments
New York
$461K -$1.27M -12,100 -73%
Creative Planning
31
Creative Planning
Kansas
$455K +$7.33K +70 +2%
Wells Fargo
32
Wells Fargo
California
$427K -$3.59M -34,223 -89%
MML Investors Services
33
MML Investors Services
Massachusetts
$375K -$86.4K -825 -19%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$370K +$28.4K +271 +8%
IA
35
IFP Advisors
Florida
$369K -$52.4K -500 -12%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$368K -$3.15K -30 -0.8%
PAG
37
Private Advisory Group
Washington
$345K +$345K +3,290 New
CIA
38
Choate Investment Advisors
Massachusetts
$288K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$284K -$59.5K -568 -17%
HighTower Advisors
40
HighTower Advisors
Illinois
$240K +$838 +8 +0.4%
BEI
41
Benjamin Edwards Inc
Missouri
$230K -$17K -162 -7%
FFN
42
Focus Financial Network
Minnesota
$223K +$524 +5 +0.2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$201K +$201K +1,922 New
LAM
44
LOM Asset Management
$200K +$200K +1,905 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$196K -$840 -8 -0.4%
AF
46
Allworth Financial
California
$126K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$109K +$54.4K +518 +100%
Raymond James Financial
48
Raymond James Financial
Florida
$35.3K +$35.3K +337 New
CWP
49
Concord Wealth Partners
Virginia
$28.9K – – –
PS
50
Principal Securities
Iowa
$28.8K – – –
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