RZV icon

Invesco S&P SmallCap 600 Pure Value ETF

63 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 6 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: $ → $

0.96% less ownership

Funds ownership: 50.64%49.68% (-0.96%)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
63
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
Osaic Holdings
26
Osaic Holdings
Arizona
$736K
AIFAIM
27
American Institute for Advanced Investment Management
Arizona
$634K
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