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Invesco S&P SmallCap 600 Pure Value ETF

39 hedge funds and large institutions have $53.9M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.35% more ownership

Funds ownership: 27.23%29.58% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 4039 (-1)

17% less capital invested

Capital invested by funds: $65.3M → $53.9M (-$11.4M)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
8
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$13.7M +$679K +10,261 +5%
ACM
2
Armbruster Capital Management
New York
$13.6M +$589K +8,903 +5%
AWM
3
AllSquare Wealth Management
New York
$4.58M -$14.6K -221 -0.3%
UBS Group
4
UBS Group
Switzerland
$3.94M -$2.79M -42,210 -41%
Goldman Sachs
5
Goldman Sachs
New York
$3.05M +$2.7M +40,804 +769%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.6M -$624K -9,431 -19%
NFA
7
Nationwide Fund Advisors
Ohio
$1.88M
Bank of America
8
Bank of America
North Carolina
$1.78M -$356K -5,376 -17%
Morgan Stanley
9
Morgan Stanley
New York
$1.48M -$125K -1,883 -8%
LPL Financial
10
LPL Financial
California
$1.24M -$308K -4,653 -20%
CA
11
Cetera Advisors
Colorado
$819K -$9.92K -150 -1%
Jane Street
12
Jane Street
New York
$598K +$148K +2,245 +33%
VKH
13
Virtu KCG Holdings
New York
$578K +$241K +3,642 +72%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$547K -$65.4K -989 -11%
Stifel Financial
15
Stifel Financial
Missouri
$466K -$30.2K -457 -6%
KWM
16
Kingsview Wealth Management
Oregon
$466K -$23K -348 -5%
Wells Fargo
17
Wells Fargo
California
$423K -$1.45M -21,876 -77%
SG Americas Securities
18
SG Americas Securities
New York
$386K
GLA
19
Great Lakes Advisors
Illinois
$362K +$25.5K +385 +8%
ASN
20
Advisory Services Network
Georgia
$274K -$529 -8 -0.2%
BDF
21
Balasa Dinverno & Foltz
$262K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$241K -$9.46K -143 -4%
PAG
23
Private Advisor Group
New Jersey
$210K -$13.2K -200 -6%
ADL
24
Asset Dedication LLC
California
$118K +$66 +1 +0.1%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$44K +$132 +2 +0.3%

RZV Hedge Fund Activity: Q2 2017 in Review

39 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) for Q2 2017, worth a combined $53.9M — down 17% from $65.3M a quarter earlier.

Fund positioning in RZV was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 16 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.7M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $4.7M sold.

  • 39 institutional investors held Invesco S&P SmallCap 600 Pure Value ETF (RZV) as of Q2 2017, down from 40 in Q1 2017.
  • Funds reported $53.9M of Invesco S&P SmallCap 600 Pure Value ETF stock for Q2 2017, down 17% quarter-over-quarter.
  • 3 funds opened new Invesco S&P SmallCap 600 Pure Value ETF positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF buyer in Q2 2017 was Goldman Sachs, an estimated $2.7M added.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF seller in Q2 2017 was Brinker Capital Investments, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2017.