Invesco S&P SmallCap 600 Pure Value ETF
RZV
68 hedge funds and large institutions have $136M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
15% more funds holding
Funds holding: 59 → 68 (+9)
2% more capital invested
Capital invested by funds: $133M → $136M (+$3.01M)
0.16% more ownership
Funds ownership: 53.41% → 53.57% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.5M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$1.48M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$553K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$424K |
| 5 |
WAM
Worth Asset Management
Dallas,
Texas
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.36M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.25M |
| 3 |
LPL Financial
San Diego,
California
|
-$735K |
| 4 |
Morgan Stanley
New York
|
-$726K |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$521K |
RZV Hedge Fund Activity: Q4 2024 in Review
68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) for Q4 2024, worth a combined $136M — up 2.3% from $133M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RZV positions and 2 closed out — a net gain of 10 holders — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.36M.
- 68 institutional investors held Invesco S&P SmallCap 600 Pure Value ETF (RZV) as of Q4 2024, up from 59 in Q3 2024.
- Funds reported $136M of Invesco S&P SmallCap 600 Pure Value ETF stock for Q4 2024, up 2.3% quarter-over-quarter.
- 12 funds opened new Invesco S&P SmallCap 600 Pure Value ETF positions in Q4 2024 and 2 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap 600 Pure Value ETF buyer in Q4 2024 was Goldman Sachs, an estimated $1.5M added.
- The largest Invesco S&P SmallCap 600 Pure Value ETF seller in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2024.