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Invesco S&P SmallCap 600 Pure Value ETF

64 hedge funds and large institutions have $107M 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, 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: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
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
Citadel Advisors
26
Citadel Advisors
Florida
$693K
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$692K
FTS
28
Fifth Third Securities
Ohio
$673K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$657K
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$520K
Wells Fargo
31
Wells Fargo
California
$519K
Creative Planning
32
Creative Planning
Kansas
$514K
TPWM
33
Twelve Points Wealth Management
Massachusetts
$492K
IA
34
IFP Advisors
Florida
$416K
MML Investors Services
35
MML Investors Services
Massachusetts
$399K
WAM
36
Worth Asset Management
Texas
$363K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$336K
CIA
38
Choate Investment Advisors
Massachusetts
$325K
PAG
39
Private Advisory Group
Washington
$320K
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$301K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$291K
HighTower Advisors
42
HighTower Advisors
Illinois
$266K
BEI
43
Benjamin Edwards Inc
Missouri
$251K
FFN
44
Focus Financial Network
Minnesota
$248K
LAM
45
LOM Asset Management
$225K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$220K
AQR Capital Management
47
AQR Capital Management
Connecticut
$217K
AF
48
Allworth Financial
California
$142K
Jones Financial Companies
49
Jones Financial Companies
Missouri
$105K
CPA
50
Cardiff Park Advisors
California
$76.7K