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Invesco S&P SmallCap 600 Pure Value ETF

44 hedge funds and large institutions have $57.7M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15.96% more ownership

Funds ownership: 25.64%41.6% (+16%)

13% more capital invested

Capital invested by funds: $51.3M → $57.7M (+$6.43M)

2% more funds holding

Funds holding: 4344 (+1)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
12
Reduced
11
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$19.2M +$22.2M +328,996 +11,886%
ACM
2
Armbruster Capital Management
New York
$12.9M -$1.92M -28,485 -11%
SG
3
Strid Group
Pennsylvania
$6.02M +$7.01M +104,152 New
AWM
4
AllSquare Wealth Management
New York
$3.76M +$26.9K +400 +0.6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.68M +$2.85M +42,328 +1,064%
Jane Street
6
Jane Street
New York
$1.52M +$1.77M +26,347 New
KWM
7
Kingsview Wealth Management
Oregon
$1.52M +$1.19M +17,673 +204%
S
8
SimplyRich
California
$1.42M -$1.23M -18,224 -43%
6M
9
6 Meridian
Kansas
$1.32M +$1.53M +22,773 New
LPL Financial
10
LPL Financial
California
$1.08M -$38K -564 -3%
RJA
11
Raymond James & Associates
Florida
$880K -$83.6K -1,241 -8%
Morgan Stanley
12
Morgan Stanley
New York
$807K -$726K -10,778 -44%
UBS Group
13
UBS Group
Switzerland
$699K -$679K -10,088 -45%
CA
14
Cetera Advisors
Colorado
$606K
Wells Fargo
15
Wells Fargo
California
$416K +$121K +1,795 +33%
Stifel Financial
16
Stifel Financial
Missouri
$386K +$9.77K +145 +2%
BFA
17
Brendel Financial Advisors
New Hampshire
$384K +$448K +6,645 New
WI
18
Wintrust Investments
Illinois
$319K -$2.22K -33 -0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$315K -$1.63M -24,170 -82%
BDF
20
Balasa Dinverno & Foltz
$229K
Bank of America
21
Bank of America
North Carolina
$229K +$11.9K +177 +5%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$228K +$226K +3,362 +579%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$143K -$124K -1,841 -43%
ADL
24
Asset Dedication LLC
California
$112K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$106K +$28.1K +417 +29%

RZV Hedge Fund Activity: Q4 2018 in Review

44 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) for Q4 2018, worth a combined $57.7M — up 13% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new RZV positions and 13 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $22.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.28M sold.

  • 44 institutional investors held Invesco S&P SmallCap 600 Pure Value ETF (RZV) as of Q4 2018, up from 43 in Q3 2018.
  • Funds reported $57.7M of Invesco S&P SmallCap 600 Pure Value ETF stock for Q4 2018, up 13% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Pure Value ETF positions in Q4 2018 and 13 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF buyer in Q4 2018 was Cardan Capital Partners, an estimated $22.2M added.
  • The largest Invesco S&P SmallCap 600 Pure Value ETF seller in Q4 2018 was Citadel Advisors, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2018.