Free Trial
→ Crypto’s crashing…but we’re still profiting (From Crypto Swap Profits) (Ad) Buy RZV Stock  Free RZV Stock Alerts

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

$87.73 +1.77 (+2.06%)
As of 04/17/2025 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)
28
Total
Institutional Inflows
(last 12 months)
$11.15M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.02M
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

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
4/17/2025 American Institute for Advanced Investment Management LLP6,053$598K0.4%-5.8%0.298%
4/16/2025 Armbruster Capital Management Inc.67,621$6.68M1.3%-2.8%3.331%
4/16/2025 Wealth Enhancement Advisory Services LLC3,858$381K0.0%+5.6%0.190%
4/14/2025 IMC Chicago LLC15,073$1.49M0.0%+14.7%0.743%
4/10/2025 Matrix Trust Co2,634$260K0.0%+47.0%0.130%
4/9/2025 Merit Financial Group LLC19,783$1.96M0.0%-15.1%0.975%
3/17/2025 Wealth Enhancement Advisory Services LLC3,654$407K0.0%-76.8%0.180%
2/18/2025Focus Partners Advisor Solutions LLC5,478$610K0.0%-45.8%0.245%
2/17/2025Two Sigma Investments LP6,300$702K0.0%+65.8%0.281%
2/17/2025Captrust Financial Advisors12,294$1.37M0.0%-5.4%0.549%
2/17/2025Citadel Advisors LLC6,578$733K0.0%-17.5%0.294%
2/17/2025Bank of America Corp DE32,727$3.65M0.0%-25.3%1.461%
2/17/2025Benjamin Edwards Inc.5,168$576K0.0%-14.0%0.231%
2/14/2025Jane Street Group LLC2,579$287K0.0%N/A0.115%
2/14/2025IHT Wealth Management LLC3,780$421K0.0%N/A0.169%
2/14/2025Stifel Financial Corp18,536$2.06M0.0%-0.7%0.828%
2/13/2025Wells Fargo & Company MN41,871$4.66M0.0%+0.4%1.869%
2/11/2025LPL Financial LLC102,273$11.39M0.0%-6.0%4.566%
2/11/2025AllSquare Wealth Management LLC71,914$8.01M4.6%-0.8%3.210%
2/10/2025Commonwealth Equity Services LLC9,993$1.11M0.0%+3.1%0.446%
2/7/2025Independent Advisor Alliance3,210$357K0.0%N/A0.143%
2/6/2025Assetmark Inc.674$75K0.0%N/A0.030%
2/6/2025Jones Financial Companies Lllp522$58K0.0%+552.5%0.023%
2/4/2025Theory Financial LLC29,792$3.32M1.4%-1.5%1.330%
1/31/2025NTV Asset Management LLC16,241$1.81M0.2%-8.0%0.725%
1/30/2025Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/28/2025Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/27/2025 IMC Chicago LLC13,138$1.46M0.0%N/A0.587%
1/27/2025Stratos Wealth Partners LTD.8,378$933K0.0%-5.2%0.374%
1/23/2025Twelve 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%
1/17/2025Smallwood 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%
1/8/2025Innova 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%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
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%
10/24/2024Valley 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%
10/16/2024Smallwood Wealth Investment Management LLC6,516$712K0.5%+65.9%0.291%
10/16/2024Twelve 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%
7/26/2024Smallwood Wealth Investment Management LLC3,927$390K0.3%N/A0.175%
7/18/2024Valley 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%
7/12/2024Twelve 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%
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%
4/19/2024Valley 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%
1/26/2024Lester Murray Antman dba SimplyRich8,686$932K0.3%N/A0.335%
1/25/2024International Assets Investment Management LLC11,582$1.24M0.0%N/A0.447%
1/25/2024Valley National Advisers Inc.776$83K0.0%N/A0.030%
1/24/2024Stratos Wealth Partners LTD.8,028$861K0.0%+8.6%0.310%
1/24/2024International 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%
1/12/2024Twelve Points Wealth Management LLC12,485$1.34M0.6%+11.1%0.482%
Now I look stupid. Real stupid... (Ad)

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.
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%
(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, 63 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), Gladstone Institutional Advisory LLC ($7.25M), Armbruster Capital Management Inc. ($6.68M), Wealthcare Advisory Partners LLC ($6.18M), Wells Fargo & Company MN ($4.66M), and UBS Group AG ($4.58M).Learn more on RZV's institutional investors.

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

Of the 51 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: IMC Chicago LLC ($81.17K), Gladstone Institutional Advisory LLC ($79.93K), Legacy Capital Group California Inc. ($31.84K), Strategic Financial Concepts LLC ($26.56K), SkyView Investment Advisors LLC ($25.95K), Advisor OS LLC ($24.46K), and International Assets Investment Management LLC ($23.16K).

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

Institutional investors have bought a total of 463,350 shares in the last 24 months. This purchase volume represents approximately $45.46M in transactions.

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

Of the 31 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 ($248.34K), 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. ($14.59K), 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 457,116 shares in the last 24 months. This volume of shares sold represents approximately $44.36M in transactions.


Related Companies

This page (NYSEARCA:RZV) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored