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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 %
TCOT
51
Trust Company of Toledo
Ohio
$24.2K +$24.2K +231 New
VNA
52
Valley National Advisers
Pennsylvania
$23K -$57.9K -559 -72%
GWM
53
Geneos Wealth Management
Colorado
$21K -$21K -200 -50%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$14.4K -$4K -38 -22%
SPIA
55
Steward Partners Investment Advisory
New York
$13.4K +$13.4K +128 New
BA
56
Bristlecone Advisors
Washington
$10.5K – – –
AAS
57
Ameritas Advisory Services
Nebraska
$10.5K +$10.5K +100 New
FFA
58
Farther Finance Advisors
California
$7.75K – – –
CIAS
59
CBIZ Investment Advisory Services
Ohio
$7.05K – – –
NP
60
NorthRock Partners
Minnesota
$4.71K – – –
GRP
61
Global Retirement Partners
California
$3.53K +$3.53K +34 New
T
62
Transce3nd
Texas
$1.15K +$943 +9 +450%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
– -$381K -3,858 Closed
MTC
64
Matrix Trust Company
Colorado
– -$260K -2,634 Closed
BF
65
BOK Financial
Oklahoma
– -$45.3K -458 Closed
GJIA
66
Glass Jacobson Investment Advisors
Maryland
– -$20K -180 Closed
AWM
67
AE Wealth Management
Kansas
– -$9.19K -93 Closed
NA
68
NewEdge Advisors
Louisiana
– -$1.48K -15 Closed
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