RZV icon

Invesco S&P SmallCap 600 Pure Value ETF
RZV

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 %
SAI
1
Systematic Alpha Investments
New Jersey
$32.1M – – –
LPL Financial
2
LPL Financial
California
$9.87M -$197K -1,876 -2%
AWM
3
AllSquare Wealth Management
New York
$7.25M +$2.1K +20 +0%
ACM
4
Armbruster Capital Management
New York
$7.19M +$101K +968 +1%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$6.51M +$710K +6,778 +12%
Bank of America
6
Bank of America
North Carolina
$3.59M -$424K -4,046 -11%
TF
7
Theory Financial
Colorado
$2.99M -$308K -2,899 -9%
Morgan Stanley
8
Morgan Stanley
New York
$2.13M -$165K -1,573 -7%
MFG
9
Merit Financial Group
Georgia
$1.91M -$163K -1,560 -8%
Goldman Sachs
10
Goldman Sachs
New York
$1.91M +$445K +4,248 +30%
NAM
11
NTV Asset Management
West Virginia
$1.59M – – –
UBS Group
12
UBS Group
Switzerland
$1.47M -$462K -4,411 -24%
IMC Chicago
13
IMC Chicago
Illinois
$1.36M -$220K -2,097 -14%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$1.33M +$70.3K +671 +6%
IWM
15
IHT Wealth Management
Illinois
$1.27M -$8.38K -80 -0.7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.25M +$123K +1,179 +11%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.07M +$451K +4,304 +73%
Stifel Financial
18
Stifel Financial
Missouri
$1.05M -$711K -6,784 -40%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.01M -$68K -649 -6%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$945K -$38.6K -368 -4%
S
21
SimplyRich
California
$897K -$5.76K -55 -0.6%
SWP
22
Stratos Wealth Partners
Ohio
$829K +$13.2K +126 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$755K -$197K -1,877 -21%
AIC
24
Ayalon Insurance Company
Israel
$736K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$736K +$133K +1,206 +22%
1
2 3