Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy RZV Stock  Free RZV Stock Alerts

Invesco S&P SmallCap 600 Pure Value ETF (RZV) Institutional Ownership

$98.73 -2.39 (-2.36%)
As of 03/28/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$14.96M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.90M
Get RZV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap 600 Pure Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RZV Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC3,654$407K0.0%-76.8%0.180%
2/18/2025 Focus Partners Advisor Solutions LLC5,478$610K0.0%-45.8%0.245%
2/17/2025 Two Sigma Investments LP6,300$702K0.0%+65.8%0.281%
2/17/2025 Captrust Financial Advisors12,294$1.37M0.0%-5.4%0.549%
2/17/2025 Citadel Advisors LLC6,578$733K0.0%-17.5%0.294%
2/17/2025 Bank of America Corp DE32,727$3.65M0.0%-25.3%1.461%
2/17/2025 Benjamin Edwards Inc.5,168$576K0.0%-14.0%0.231%
2/14/2025 Jane Street Group LLC2,579$287K0.0%N/A0.115%
2/14/2025 IHT Wealth Management LLC3,780$421K0.0%N/A0.169%
2/14/2025 Stifel Financial Corp18,536$2.06M0.0%-0.7%0.828%
2/13/2025 Wells Fargo & Company MN41,871$4.66M0.0%+0.4%1.869%
2/11/2025 LPL Financial LLC102,273$11.39M0.0%-6.0%4.566%
2/11/2025 AllSquare Wealth Management LLC71,914$8.01M4.6%-0.8%3.210%
2/10/2025 Commonwealth Equity Services LLC9,993$1.11M0.0%+3.1%0.446%
2/7/2025 Independent Advisor Alliance3,210$357K0.0%N/A0.143%
2/6/2025 Assetmark Inc.674$75K0.0%N/A0.030%
2/6/2025 Jones Financial Companies Lllp522$58K0.0%+552.5%0.023%
2/4/2025 Theory Financial LLC29,792$3.32M1.4%-1.5%1.330%
1/31/2025 NTV Asset Management LLC16,241$1.81M0.2%-8.0%0.725%
1/30/2025 Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/28/2025 Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/27/2025 IMC Chicago LLC13,138$1.46M0.0%N/A0.587%
1/27/2025 Stratos Wealth Partners LTD.8,378$933K0.0%-5.2%0.374%
1/23/2025 Twelve Points Wealth Management LLC15,939$1.78M0.5%+0.6%0.712%
1/22/2025 Armbruster Capital Management Inc.69,553$7.75M1.6%-1.4%3.105%
1/17/2025 Smallwood Wealth Investment Management LLC9,271$1.03M0.7%+42.3%0.414%
1/17/2025 Janney Montgomery Scott LLC3,186$355K0.0%+2.9%0.142%
1/15/2025 Merit Financial Group LLC23,303$2.60M0.0%+15.1%1.040%
1/15/2025 Wealthcare Advisory Partners LLC55,450$6.18M0.2%+3.3%2.475%
1/13/2025 Matrix Trust Co1,792$200K0.0%+573.7%0.080%
1/8/2025 Worth Asset Management LLC3,459$385K0.2%N/A0.154%
1/8/2025 Innova Wealth Partners3,230$360K0.2%N/A0.144%
11/15/2024 MML Investors Services LLC5,052$552K0.0%-14.5%0.226%
11/15/2024 Stifel Financial Corp18,662$2.04M0.0%-1.4%0.833%
11/15/2024 Benjamin Edwards Inc.6,012$657K0.0%N/A0.268%
11/14/2024 Captrust Financial Advisors12,993$1.42M0.0%-7.7%0.580%
11/13/2024 FMR LLC640$70K0.0%+40.0%0.029%
11/7/2024 Theory Financial LLC30,237$3.20M1.2%-2.5%1.350%
10/24/2024 Valley National Advisers Inc.1,035$113K0.0%+97.1%0.046%
10/24/2024 Wealth Enhancement Advisory Services LLC15,755$1.72M0.0%-24.5%0.703%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
10/16/2024 Smallwood Wealth Investment Management LLC6,516$712K0.5%+65.9%0.291%
10/16/2024 Twelve Points Wealth Management LLC15,841$1.73M0.5%+7.1%0.707%
10/9/2024 Matrix Trust Co266$29K0.0%N/A0.012%
10/8/2024 CWM LLC2,060$225K0.0%-9.7%0.092%
8/21/2024 Truist Financial Corp3,639$361K0.0%-2.7%0.162%
8/16/2024 Northwestern Mutual Wealth Management Co.3,191$317K0.0%+9.3%0.142%
8/16/2024 Creative Planning4,235$420K0.0%N/A0.189%
8/13/2024Benjamin F. Edwards & Company Inc.7,499$744K0.0%-14.6%0.335%
7/31/2024 Commonwealth Equity Services LLC9,355$928K0.0%+8.3%0.418%
7/29/2024 Armbruster Capital Management Inc.83,869$8.32M1.7%-1.9%3.744%
7/26/2024 Smallwood Wealth Investment Management LLC3,927$390K0.3%N/A0.175%
7/18/2024 Valley National Advisers Inc.525$52K0.0%-15.7%0.023%
7/16/2024 Wealth Enhancement Advisory Services LLC20,860$2.07M0.0%-17.1%0.931%
7/16/2024 Burke & Herbert Bank & Trust Co.3,650$362K0.1%N/A0.163%
7/12/2024 Twelve Points Wealth Management LLC14,797$1.47M0.5%+8.9%0.661%
7/10/2024 CWM LLC2,281$226K0.0%-17.0%0.102%
5/24/2024Cetera Advisors LLC6,663$716K0.0%+3.9%0.297%
5/7/2024 Choate Investment Advisors2,750$296K0.0%N/A0.123%
5/7/2024 NTV Asset Management LLC19,136$2.06M0.3%-5.9%0.854%
4/30/2024 Commonwealth Equity Services LLC8,639$929K0.0%+3.9%0.372%
4/29/2024Benjamin F. Edwards & Company Inc.8,777$944K0.0%+31.2%0.378%
4/19/2024 Valley National Advisers Inc.623$66K0.0%-19.7%0.027%
4/16/2024 Wealth Enhancement Advisory Services LLC25,178$2.71M0.0%-53.8%1.085%
4/15/2024 Wealthcare Advisory Partners LLC46,558$5.01M0.2%-3.9%2.007%
4/13/2024 IMC Chicago LLC38,211$4.11M0.0%N/A1.475%
4/5/2024Summit Financial Group Inc.6,660$716K0.3%-12.0%0.257%
2/12/2024Focus Financial Network Inc. ADV2,132$229K0.0%N/A0.082%
2/9/2024 Cambridge Investment Research Advisors Inc.21,335$2.29M0.0%+55.3%0.824%
2/7/2024 Theory Financial LLC39,869$4.28M2.3%+1.5%1.539%
2/6/2024 Wealthcare Advisory Partners LLC48,459$5.20M0.2%-11.8%1.871%
2/6/2024 NTV Asset Management LLC20,341$2.18M0.4%-14.2%0.785%
2/6/2024 Axxcess Wealth Management LLC3,081$331K0.0%+11.3%0.119%
2/6/2024Benjamin F. Edwards & Company Inc.6,691$718K0.0%-14.0%0.258%
2/2/2024 Truist Financial Corp4,579$491K0.0%-8.5%0.177%
2/1/2024 Armbruster Capital Management Inc.88,052$9.45M2.2%-7.8%3.400%
2/1/2024 CWM LLC2,997$322K0.0%+282.3%0.116%
1/26/2024 Lester Murray Antman dba SimplyRich8,686$932K0.3%N/A0.335%
1/25/2024 International Assets Investment Management LLC11,582$1.24M0.0%N/A0.447%
1/25/2024 Valley National Advisers Inc.776$83K0.0%N/A0.030%
1/24/2024 Stratos Wealth Partners LTD.8,028$861K0.0%+8.6%0.310%
1/24/2024 International Assets Investment Management LLC11,582$1.24M0.0%N/A0.447%
1/22/2024 One Plus One Wealth Management LLC7,394$793K0.5%+3.3%0.285%
1/18/2024 Global Retirement Partners LLC4,238$423K0.0%+4.4%0.164%
1/12/2024 Twelve Points Wealth Management LLC12,485$1.34M0.6%+11.1%0.482%
1/12/2024Summit Financial Group Inc.7,570$812K0.3%-11.1%0.292%
11/27/2023 AllSquare Wealth Management LLC75,545$6.88M4.4%-0.8%2.917%
11/15/2023 Theory Financial LLC39,290$3.58M2.1%-4.8%1.517%
11/15/2023 Axxcess Wealth Management LLC2,769$252K0.0%N/A0.107%
11/13/2023 Stifel Financial Corp20,143$1.84M0.0%+2.0%0.778%
11/13/2023 LPL Financial LLC112,515$10.25M0.0%+3.7%4.344%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
11/9/2023 UBS Group AG50,300$4.58M0.0%+3.5%1.942%
11/8/2023 Janney Montgomery Scott LLC6,644$605K0.0%+2.2%0.257%
11/7/2023 Merit Financial Group LLC22,789$2.08M0.1%+5.6%0.880%
11/6/2023 NTV Asset Management LLC23,696$2.16M0.4%-7.1%0.915%
10/24/2023 Stratos Wealth Partners LTD.7,392$673K0.0%-11.7%0.285%
10/24/2023Raymond James Financial Services Advisors Inc.3,776$344K0.0%-5.1%0.146%
10/23/2023 Commonwealth Equity Services LLC10,701$975K0.0%+3.2%0.413%
10/17/2023 Armbruster Capital Management Inc.95,451$8.69M2.2%-1.6%3.685%
10/17/2023Summit Financial Group Inc.8,515$776K0.3%-30.9%0.329%
10/13/2023 Global Retirement Partners LLC4,060$357K0.0%-11.0%0.157%
(Data available from 1/1/2016 forward)

Remove Ads

RZV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RZV shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Value ETF. The most heavily invested institutionals were LPL Financial LLC ($11.39M), AllSquare Wealth Management LLC ($8.01M), Armbruster Capital Management Inc. ($7.75M), Gladstone Institutional Advisory LLC ($7.25M), Wealthcare Advisory Partners LLC ($6.18M), Fulcrum Equity Management ($4.77M), and Wells Fargo & Company MN ($4.66M).Learn more on RZV's institutional investors.

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

Of the 53 institutional investors that purchased Invesco S&P SmallCap 600 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gladstone Institutional Advisory LLC ($79.93K), IMC Chicago LLC ($79.23K), Fulcrum Equity Management ($52.63K), Legacy Capital Group California Inc. ($31.84K), Raymond James Financial Services Advisors Inc. ($26.72K), Strategic Financial Concepts LLC ($26.56K), and SkyView Investment Advisors LLC ($25.95K).

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

Institutional investors have bought a total of 543,093 shares in the last 24 months. This purchase volume represents approximately $52.67M in transactions.

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

Of the 29 institutional investors that sold Invesco S&P SmallCap 600 Pure Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MJP Associates Inc. ADV ($255.65K), Wealth Enhancement Advisory Services LLC ($50.90K), LPL Financial LLC ($30.71K), Raymond James Financial Services Advisors Inc. ($28.83K), Wealthcare Advisory Partners LLC ($22.59K), Armbruster Capital Management Inc. ($12.65K), and Bank of America Corp DE ($11.09K).

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

Institutional investors have sold a total of 462,846 shares in the last 24 months. This volume of shares sold represents approximately $44.83M in transactions.


Related Companies

This page (NYSEARCA:RZV) was last updated on 3/29/2025 by MarketBeat.com Staff
From Our Partners
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
Just Revealed: The chip company making AI look primitive
In his just-released video presentation, this renowned market strategist — who's been called "one of the most ...
InvestorPlace | Sponsored