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

$112.50 -1.50 (-1.32%)
Closing price 01/31/2025 04:10 PM Eastern
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$112.50 +0.00 (+0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap 600 Pure Value ETF (NYSEARCA:RZV)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$14.82M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.63M
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RZV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025NTV 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%
11/15/2024MML Investors Services LLC5,052$552K0.0%-14.5%0.226%
11/15/2024Stifel Financial Corp18,662$2.04M0.0%-1.4%0.833%
11/15/2024Benjamin Edwards Inc.6,012$657K0.0%N/A0.268%
11/14/2024Captrust Financial Advisors12,993$1.42M0.0%-7.7%0.580%
11/13/2024FMR LLC640$70K0.0%+40.0%0.029%
11/7/2024Theory 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%
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%
10/8/2024CWM LLC2,060$225K0.0%-9.7%0.092%
8/21/2024Truist Financial Corp3,639$361K0.0%-2.7%0.162%
8/16/2024Northwestern Mutual Wealth Management Co.3,191$317K0.0%+9.3%0.142%
8/16/2024Creative Planning4,235$420K0.0%N/A0.189%
8/13/2024Benjamin F. Edwards & Company Inc.7,499$744K0.0%-14.6%0.335%
7/31/2024Commonwealth 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%
7/16/2024Burke & 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%
7/10/2024CWM LLC2,281$226K0.0%-17.0%0.102%
5/24/2024Cetera Advisors LLC6,663$716K0.0%+3.9%0.297%
5/7/2024Choate Investment Advisors2,750$296K0.0%N/A0.123%
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5/7/2024NTV Asset Management LLC19,136$2.06M0.3%-5.9%0.854%
4/30/2024Commonwealth 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%
2/9/2024Cambridge Investment Research Advisors Inc.21,335$2.29M0.0%+55.3%0.824%
2/7/2024Theory 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%
2/6/2024NTV Asset Management LLC20,341$2.18M0.4%-14.2%0.785%
2/6/2024Axxcess 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%
2/2/2024Truist 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%
2/1/2024CWM 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%
1/18/2024Global 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%
11/27/2023AllSquare Wealth Management LLC75,545$6.88M4.4%-0.8%2.917%
11/15/2023Theory Financial LLC39,290$3.58M2.1%-4.8%1.517%
11/15/2023Axxcess Wealth Management LLC2,769$252K0.0%N/A0.107%
11/13/2023Stifel Financial Corp20,143$1.84M0.0%+2.0%0.778%
11/13/2023LPL Financial LLC112,515$10.25M0.0%+3.7%4.344%
11/9/2023UBS 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%
11/6/2023NTV 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%
10/23/2023Commonwealth 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%
10/13/2023Global Retirement Partners LLC4,060$357K0.0%-11.0%0.157%
10/12/2023IFP Advisors Inc3,178$289K0.0%+535.6%0.123%
10/12/2023 One Plus One Wealth Management LLC7,157$652K0.4%-11.4%0.276%
10/12/2023 IMC Chicago LLC27,881$2.54M0.0%+10.2%1.076%
10/12/2023 Wealthcare Advisory Partners LLC54,959$5.01M0.2%-20.5%2.122%
8/10/2023Cetera Advisors LLC6,238$583K0.0%-25.1%0.241%
8/8/2023Theory Financial LLC41,258$3.86M2.2%+8.8%1.593%
8/3/2023 Armbruster Capital Management Inc.97,012$9.07M2.2%+1.1%3.746%
8/2/2023NTV Asset Management LLC25,496$2.39M0.4%-9.4%0.988%
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8/1/2023 Merit Financial Group LLC21,579$2.02M0.1%+291.5%0.836%
7/31/2023LPL Financial LLC108,505$10.15M0.0%-18.2%4.206%
7/26/2023 American Institute for Advanced Investment Management LLP6,501$608K0.5%+5.7%0.252%
7/26/2023 Janney Montgomery Scott LLC6,501$608K0.0%-3.2%0.252%
7/25/2023Raymond James Financial Services Advisors Inc.3,979$372K0.0%-87.8%0.154%
7/20/2023Global Retirement Partners LLC4,564$427K0.0%-8.8%0.177%
7/18/2023 Stratos Wealth Partners LTD.8,374$783K0.0%+48.1%0.325%
7/17/2023 One Plus One Wealth Management LLC8,079$756K0.5%+1.6%0.313%
7/17/2023 Wealthcare Advisory Partners LLC69,150$6.47M0.3%+23.1%2.680%
7/17/2023 Ayalon Insurance Comp Ltd.7,023$657K0.3%-2.5%0.272%
(Data available from 1/1/2016 forward)

RZV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RZV shares?

During the previous two years, 58 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 ($10.25M), Armbruster Capital Management Inc. ($7.75M), Gladstone Institutional Advisory LLC ($7.25M), AllSquare Wealth Management LLC ($6.88M), Wealthcare Advisory Partners LLC ($6.18M), Advisor Group Holdings Inc. ($4.90M), and Fulcrum Equity Management ($4.77M).Learn more on RZV's institutional investors.

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

Of the 50 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: Northwestern Mutual Wealth Management Co. ($180.92K), Gladstone Institutional Advisory LLC ($79.93K), IMC Chicago LLC ($79.23K), LPL Financial LLC ($59.47K), Fulcrum Equity Management ($52.63K), Theory Financial LLC ($42.57K), and Advisor Group Holdings Inc. ($38.50K).

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

Institutional investors have bought a total of 893,000 shares in the last 24 months. This purchase volume represents approximately $83.28M in transactions.

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

Of the 26 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 ($38.80K), Raymond James Financial Services Advisors Inc. ($28.83K), LPL Financial LLC ($24.17K), Wealthcare Advisory Partners LLC ($22.59K), Armbruster Capital Management Inc. ($13.73K), and NTV Asset Management LLC ($11.72K).

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

Institutional investors have sold a total of 429,147 shares in the last 24 months. This volume of shares sold represents approximately $40.97M in transactions.


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This page (NYSEARCA:RZV) was last updated on 2/1/2025 by MarketBeat.com Staff
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