RZV icon

Invesco S&P SmallCap 600 Pure Value ETF

64 hedge funds and large institutions have $107M invested in Invesco S&P SmallCap 600 Pure Value ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
1
Systematic Alpha Investments
New Jersey
$36.4M
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$8.8M
LPL Financial
3
LPL Financial
California
$8.46M
ACM
4
Armbruster Capital Management
New York
$7.84M
IMC Chicago
5
IMC Chicago
Illinois
$5.15M
Bank of America
6
Bank of America
North Carolina
$3.97M
TF
7
Theory Financial
Colorado
$3.64M
Goldman Sachs
8
Goldman Sachs
New York
$2.31M
Morgan Stanley
9
Morgan Stanley
New York
$2.22M
SWIM
10
Smallwood Wealth Investment Management
New Jersey
$1.84M
MFG
11
Merit Financial Group
Georgia
$1.77M
NAM
12
NTV Asset Management
West Virginia
$1.5M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.5M
UBS Group
14
UBS Group
Switzerland
$1.44M
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.25M
Stifel Financial
16
Stifel Financial
Missouri
$1.18M
FGA
17
Fortis Group Advisors
New Jersey
$1.17M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.15M
S
19
SimplyRich
California
$1.01M
SWP
20
Stratos Wealth Partners
Ohio
$1.01M
DWS
21
Discipline Wealth Solutions
South Carolina
$960K
IWP
22
Innova Wealth Partners
Pennsylvania
$930K
AIC
23
Ayalon Insurance Company
Israel
$835K
AIFAIM
24
American Institute for Advanced Investment Management
Arizona
$685K
FTS
25
Fifth Third Securities
Ohio
$678K