We are live on ! Find out more
RZV icon

Invesco S&P SmallCap 600 Pure Value ETF

65 hedge funds and large institutions have $116M 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, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $101M → $116M (+$14.7M)

5% more funds holding

Funds holding: 6265 (+3)

0.84% more ownership

Funds ownership: 49.64%50.48% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
17
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
51
Cardiff Park Advisors
California
$76.7K +$73.7K +650 New
JHCP
52
Jackson Hole Capital Partners
Oklahoma
$54.1K +$51.9K +458 New
Simplex Trading
53
Simplex Trading
Illinois
$38K +$37.2K +328 New
GRP
54
Global Retirement Partners
California
$33.3K +$28.1K +248 +729%
CWP
55
Concord Wealth Partners
Virginia
$32.6K
PS
56
Principal Securities
Iowa
$32.5K
TCOT
57
Trust Company of Toledo
Ohio
$27.3K
VNA
58
Valley National Advisers
Pennsylvania
$26K
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$23.6K +$22.7K +200 New
GWM
60
Geneos Wealth Management
Colorado
$23.6K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$21.2K +$4.87K +43 +31%
SPIA
62
Steward Partners Investment Advisory
New York
$15.1K
JP Morgan Chase
63
JP Morgan Chase
New York
$12K +$11.6K +102 New
AAS
64
Ameritas Advisory Services
Nebraska
$11.8K
FFA
65
Farther Finance Advisors
California
$8.73K
IMC Chicago
66
IMC Chicago
Illinois
-$1.36M -12,976 Closed
FPAS
67
Focus Partners Advisor Solutions
Missouri
-$945K -9,015 Closed
Two Sigma Investments
68
Two Sigma Investments
New York
-$461K -4,400 Closed
Raymond James Financial
69
Raymond James Financial
Florida
-$35.3K -337 Closed
BA
70
Bristlecone Advisors
Washington
-$10.5K -100 Closed
CIAS
71
CBIZ Investment Advisory Services
Ohio
-$7.05K -67 Closed
T
72
Transce3nd
Texas
-$1.15K -11 Closed

RZV Hedge Fund Activity: Q3 2025 in Review

65 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) for Q3 2025, worth a combined $116M — up 15% from $101M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new RZV positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $1.21M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.36M sold.

  • 65 institutional investors held Invesco S&P SmallCap 600 Pure Value ETF (RZV) as of Q3 2025, up from 62 in Q2 2025.
  • Funds reported $116M of Invesco S&P SmallCap 600 Pure Value ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 10 funds opened new Invesco S&P SmallCap 600 Pure Value ETF positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF buyer in Q3 2025 was Wealthcare Advisory Partners, an estimated $1.21M added.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF seller in Q3 2025 was IMC Chicago, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2025.