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Invesco S&P SmallCap 600 Pure Growth ETF (RZG) Institutional Ownership

$44.27 +0.37 (+0.84%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$4.84M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$3.25M
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RZG Institutional Buying and Selling by Quarter

Invesco S&P SmallCap 600 Pure Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC2,444$114K0.0%N/A0.112%
4/10/2025 Matrix Trust Co22,764$1.06M0.2%+48.0%1.039%
4/8/2025 Investors Research Corp25,044$1.17M0.3%-21.0%1.144%
2/14/2025Berger Financial Group Inc18,837$933K0.1%+2.9%0.868%
2/14/2025IHT Wealth Management LLC35,877$1.78M0.1%+5.9%1.653%
2/13/2025Raymond James Financial Inc.5,447$270K0.0%N/A0.251%
2/13/2025Envestnet Asset Management Inc.7,375$365K0.0%+25.9%0.340%
2/11/2025LPL Financial LLC128,620$6.37M0.0%-4.7%5.927%
2/10/2025Commonwealth Equity Services LLC27,442$1.36M0.0%+2.9%1.265%
2/6/2025Raymond James Financial Inc.5,447$270K0.0%N/A0.251%
1/30/2025Allworth Financial LP25,415$1.32M0.0%-31.7%1.171%
1/29/2025 Collier Financial1,117$55K0.0%N/A0.051%
1/23/2025Twelve Points Wealth Management LLC163,961$8.12M2.3%-0.3%7.556%
1/17/2025Avior Wealth Management LLC1,116$55K0.0%N/A0.051%
1/15/2025 Wealthcare Advisory Partners LLC4,393$218K0.0%N/A0.202%
1/13/2025 Matrix Trust Co15,380$762K0.1%+583.3%0.709%
11/15/2024Jane Street Group LLC6,618$341K0.0%N/A0.305%
11/15/2024IHT Wealth Management LLC33,868$1.74M0.0%+3.8%1.561%
11/13/2024FMR LLC671$35K0.0%-44.9%0.031%
11/12/2024 Investors Research Corp31,868$1.64M0.4%-17.4%1.469%
11/5/2024Savvy Advisors Inc.22,098$1.14M0.2%N/A1.018%
10/23/2024Allworth Financial LP37,201$1.92M0.0%-39.5%1.714%
10/16/2024Twelve Points Wealth Management LLC164,458$8.47M2.7%+4.5%7.579%
10/16/2024 Kaydan Wealth Management Inc.4,445$229K0.1%-21.7%0.205%
10/9/2024 Pacific Sun Financial Corp12,295$633K0.3%-3.8%0.567%
10/9/2024 Matrix Trust Co2,251$116K0.0%N/A0.104%
10/8/2024CWM LLC153,625$7.91M0.0%-1.0%7.079%
10/8/2024Axiom Advisory LLC77,076$3.84M0.0%-3.3%3.552%
8/15/2024AQR Capital Management LLC4,638$220K0.0%-5.2%0.214%
7/19/2024 Pacific Sun Financial Corp12,785$606K0.4%-3.3%0.589%
7/12/2024Twelve Points Wealth Management LLC157,431$7.47M2.6%+8.8%7.255%
4/30/2024Commonwealth Equity Services LLC25,864$1.26M0.0%-1.0%1.209%
4/23/2024 Fifth Third Bancorp3,450$168K0.0%-18.4%0.161%
4/12/2024 Kaydan Wealth Management Inc.5,675$276K0.1%+10.4%0.265%
3/6/2024Willner & Heller LLC11,210$510K0.6%N/A0.500%
2/9/2024Cambridge Investment Research Advisors Inc.32,178$1.47M0.0%-1.0%1.437%
2/8/2024 Pacific Sun Financial Corp13,940$635K0.4%-9.3%0.622%
2/1/2024CWM LLC156,139$7.11M0.0%+0.3%6.970%
1/30/2024 Investors Research Corp42,770$1.95M0.5%-1.8%1.909%
1/24/2024Allworth Financial LP67,719$3.08M0.0%-0.7%3.023%
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1/19/2024 Fifth Third Bancorp4,227$192K0.0%N/A0.189%
1/12/2024Twelve Points Wealth Management LLC131,515$5.99M2.8%+10.4%5.871%
11/13/2023LPL Financial LLC97,106$3.91M0.0%+200.8%4.335%
11/2/2023 Kaydan Wealth Management Inc.5,142$207K0.1%+200.0%0.230%
11/1/2023 Investors Research Corp43,569$1.75M0.5%+191.2%1.945%
11/1/2023Key Financial Inc687$28K0.0%+200.0%0.031%
10/31/2023Allworth Financial LP68,172$2.75M0.0%+192.4%3.043%
10/31/2023 American Institute for Advanced Investment Management LLP5,481$221K0.2%+200.0%0.245%
10/26/2023 GPS Wealth Strategies Group LLC1,101$44K0.0%+200.0%0.049%
10/24/2023Raymond James & Associates5,815$234K0.0%+81.4%0.260%
10/24/2023Cambridge Investment Research Advisors Inc.32,514$1.31M0.0%+224.4%1.452%
10/23/2023FAS Wealth Partners Inc.7,824$315K0.0%+200.5%0.349%
10/23/2023Commonwealth Equity Services LLC26,866$1.08M0.0%+204.6%1.199%
10/17/2023Purus Wealth Management LLC10,422$420K0.3%+200.2%0.465%
10/11/2023CWM LLC155,674$6.27M0.0%+198.1%6.950%
8/9/2023Flow Traders U.S. LLC1,581$201K0.0%-59.1%0.071%
8/3/2023SPC Financial Inc.1,600$203K0.0%N/A0.071%
8/3/2023CWM LLC52,229$6.63M0.0%+2.9%2.332%
7/31/2023LPL Financial LLC32,278$4.10M0.0%-0.8%1.441%
7/28/2023Lion Street Advisors LLC1,370$231K0.1%N/A0.180%
7/26/2023 American Institute for Advanced Investment Management LLP1,827$232K0.2%N/A0.240%
7/25/2023Raymond James Financial Services Advisors Inc.1,646$209K0.0%N/A0.217%
7/25/2023Raymond James & Associates3,205$407K0.0%-32.5%0.422%
7/21/2023Purus Wealth Management LLC3,472$441K0.3%-22.7%0.457%
7/18/2023Allworth Financial LP23,318$2.96M0.0%N/A3.068%
7/14/2023 IMC Chicago LLC10,668$1.35M0.0%N/A1.404%
7/13/2023Twelve Points Wealth Management LLC37,802$4.80M2.6%+14.7%4.974%
7/12/2023 Pacific Sun Financial Corp5,585$660K0.4%N/A0.735%
5/11/2023 Investors Research Corp14,936$1.77M0.5%-2.1%1.965%
5/10/2023LPL Financial LLC32,534$3.85M0.0%-9.8%4.281%
5/1/2023CWM LLC50,769$6M0.0%+6.6%6.680%
4/18/2023Twelve Points Wealth Management LLC32,949$3.89M2.2%+50.4%4.335%
4/17/2023 GPS Wealth Strategies Group LLC367$43K0.0%N/A0.048%
2/28/2023 American Institute for Advanced Investment Management LLP1,747$204K0.2%N/A0.227%
2/10/2023Advisor Group Holdings Inc.16,088$1.87M0.0%+29.0%2.089%
2/8/2023Belpointe Asset Management LLC3,309$385K0.0%+43.9%0.430%
2/8/2023Cambridge Investment Research Advisors Inc.10,129$1.18M0.0%-7.9%1.315%
2/7/2023Commonwealth Equity Services LLC8,018$934K0.0%+37.6%1.041%
2/7/2023LPL Financial LLC36,069$4.20M0.0%-61.9%4.684%
2/6/2023 Kaydan Wealth Management Inc.1,723$201K0.1%N/A0.224%
2/6/2023 Investors Research Corp15,251$1.78M0.5%-1.0%1.981%
2/1/2023CWM LLC47,636$5.55M0.0%-2.1%6.186%
1/19/2023 American Institute for Advanced Investment Management LLP1,747$204K0.2%N/A0.227%
1/17/2023Twelve Points Wealth Management LLC21,906$2.55M1.7%-35.7%2.845%
11/15/2022Belpointe Asset Management LLC2,299$253K0.0%N/A0.267%
11/14/2022 Pacific Sun Financial Corp7,180$790K0.6%-7.0%0.835%
11/8/2022 IMC Chicago LLC11,930$1.31M0.0%N/A1.387%
11/3/2022Valmark Advisers Inc.1,926$212K0.0%-6.7%0.224%
10/27/2022CWM LLC48,633$5.35M0.0%-1.1%5.526%
10/26/2022Truist Financial Corp2,055$226K0.0%N/A0.234%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/25/2022Raymond James & Associates4,781$526K0.0%N/A0.543%
10/20/2022Twelve Points Wealth Management LLC34,088$3.75M2.9%+10.9%3.918%
10/17/2022Cambridge Investment Research Advisors Inc.10,992$1.21M0.0%+10.0%1.263%
8/12/2022LPL Financial LLC96,641$11.10M0.0%+208.2%9.475%
8/1/2022Valmark Advisers Inc.2,065$237K0.0%-8.1%0.240%
7/28/2022 Pacific Sun Financial Corp7,720$887K0.6%-4.5%0.898%
7/28/2022CWM LLC49,197$5.65M0.0%+3.6%5.721%
7/20/2022Purus Wealth Management LLC4,565$524K0.5%-2.1%0.531%
7/19/2022Commonwealth Equity Services LLC6,274$720K0.0%-7.7%0.730%
7/18/2022Twelve Points Wealth Management LLC30,747$3.53M2.7%+60.4%3.575%
(Data available from 1/1/2016 forward)

RZG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RZG shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Growth ETF. The most heavily invested institutionals were Twelve Points Wealth Management LLC ($8.12M), CWM LLC ($7.91M), LPL Financial LLC ($6.37M), Axiom Advisory LLC ($3.84M), IHT Wealth Management LLC ($1.78M), Cambridge Investment Research Advisors Inc. ($1.47M), and Commonwealth Equity Services LLC ($1.36M).Learn more on RZG's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap 600 Pure Growth ETF stock?

Of the 32 institutional investors that purchased Invesco S&P SmallCap 600 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($108.50K), Allworth Financial LP ($68.17K), LPL Financial LLC ($64.83K), Twelve Points Wealth Management LLC ($36.99K), Investors Research Corp ($28.61K), Matrix Trust Co ($22.76K), and Cambridge Investment Research Advisors Inc. ($22.49K).

How much institutional buying is happening at Invesco S&P SmallCap 600 Pure Growth ETF?

Institutional investors have bought a total of 486,884 shares in the last 24 months. This purchase volume represents approximately $20.79M in transactions.

Which Invesco S&P SmallCap 600 Pure Growth ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Invesco S&P SmallCap 600 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allworth Financial LP ($36.57K), Investors Research Corp ($14.49K), LPL Financial LLC ($10.17K), Axiom Advisory LLC ($2.67K), Pacific Sun Financial Corp ($2.35K), Flow Traders U.S. LLC ($2.29K), and Raymond James & Associates ($1.54K).

How much institutional selling is happening at Invesco S&P SmallCap 600 Pure Growth ETF?

Institutional investors have sold a total of 76,482 shares in the last 24 months. This volume of shares sold represents approximately $3.75M in transactions.


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This page (NYSEARCA:RZG) was last updated on 4/19/2025 by MarketBeat.com Staff
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