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

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$103.22
+0.14 (+0.14%)
(As of 05/8/2024 ET)
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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)
29
Total
Institutional Inflows
(last 12 months)
$30.22M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$37.10M
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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
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%
4/29/2024 Benjamin 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%
4/5/2024 Summit 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%
2/7/2024Theory 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%
2/6/2024 Benjamin F. Edwards & Company Inc.6,691$718K0.0%-14.0%0.258%
2/2/2024Truist Financial Corp4,579$491K0.0%-8.5%0.177%
2/1/2024Armbruster 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%
1/12/2024 Summit 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%
10/24/2023 Raymond 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%
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10/17/2023Armbruster Capital Management Inc.95,451$8.69M2.2%-1.6%3.685%
10/17/2023 Summit 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%
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%
8/3/2023Armbruster 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%
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%
7/25/2023 Raymond James Financial Services Advisors Inc.3,979$372K0.0%-87.8%0.154%
7/20/2023 Global 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%
7/14/2023 IMC Chicago LLC25,308$2.37M0.0%+68.3%0.981%
7/13/2023 Summit Financial Group Inc.12,315$1.15M0.4%-3.6%0.477%
7/13/2023 Twelve Points Wealth Management LLC10,502$982K0.5%+13.6%0.407%
7/13/2023 Cambridge Investment Research Advisors Inc.13,855$1.30M0.0%-5.4%0.537%
7/12/2023 MJP Associates Inc. ADV2,429$227K0.1%-99.0%0.094%
5/18/2023SkyView Investment Advisors LLC25,951$2.35M0.6%N/A0.816%
5/15/2023Gladstone Institutional Advisory LLC79,926$7.25M0.5%N/A2.513%
5/12/2023Theory Financial LLC37,934$3.44M2.1%-1.9%1.193%
5/11/2023 Cambridge Investment Research Advisors Inc.14,646$1.33M0.0%+12.0%0.461%
5/11/2023Legacy Capital Group California Inc.31,841$2.89M1.4%N/A1.001%
5/10/2023Oppenheimer & Co. Inc.13,861$1.26M0.0%+18.8%0.436%
5/10/2023LPL Financial LLC132,674$12.03M0.0%+15.7%4.172%
5/9/2023Armbruster Capital Management Inc.95,959$8.70M2.2%-1.1%3.018%
5/8/2023 Global Retirement Partners LLC5,004$429K0.0%+5.9%0.157%
5/5/2023Truist Financial Corp5,172$469K0.0%+37.3%0.163%
5/4/2023 Wealthcare Advisory Partners LLC56,160$5.09M0.2%+4.4%1.766%
5/2/2023AllSquare Wealth Management LLC76,134$6.90M4.5%-0.9%2.394%
5/1/2023Windham Capital Management LLC2,735$248K0.1%+9.4%0.086%
5/1/2023 CWM LLC750$68K0.0%+29.1%0.024%
4/28/2023 Janney Montgomery Scott LLC6,715$609K0.0%+25.9%0.211%
4/28/2023 American Institute for Advanced Investment Management LLP6,153$558K0.6%+16.4%0.193%
4/27/2023 Stratos Wealth Partners LTD.5,655$513K0.0%-23.4%0.178%
4/27/2023 Benjamin F. Edwards & Company Inc.4,325$392K0.0%+103.8%0.136%
4/25/2023 Wealth Enhancement Advisory Services LLC3,096$281K0.0%N/A0.097%
4/25/2023Advisor OS LLC34,718$3.15M0.8%+238.4%1.092%
4/24/2023 IMC Chicago LLC15,040$1.36M0.0%N/A0.473%
4/24/2023Ahrens Investment Partners LLC925$84K0.0%-66.1%0.029%
4/18/2023 Twelve Points Wealth Management LLC9,241$838K0.5%+26.5%0.282%
4/18/2023 MJP Associates Inc. ADV250,766$22.74M7.0%-2.8%7.645%
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4/17/2023 Ayalon Insurance Comp Ltd.7,205$653K0.3%-11.6%0.220%
4/14/2023 Raymond James Financial Services Advisors Inc.32,605$2.96M0.0%+454.3%0.994%
4/13/2023 One Plus One Wealth Management LLC7,948$721K0.5%-29.4%0.242%
4/12/2023 Worth Asset Management LLC2,785$253K0.2%+107.1%0.085%
4/6/2023 Fulcrum Equity Management52,627$4.77M4.5%N/A1.604%
2/21/2023Northwestern Mutual Wealth Management Co.180,905$15.99M0.0%+69,747.5%5.671%
2/15/2023First Capital Advisors Group LLC.11,035$975K0.7%-9.3%0.346%
2/14/2023AllSquare Wealth Management LLC76,844$6.79M4.7%-1.6%2.409%
2/13/2023 Wealthcare Advisory Partners LLC53,791$4.75M0.2%+9.3%1.686%
2/13/2023Armbruster Capital Management Inc.96,995$8.57M2.2%-1.1%3.041%
(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, 65 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Value ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($16.78M), Northwestern Mutual Wealth Management Co. ($15.99M), LPL Financial LLC ($10.25M), Armbruster Capital Management Inc. ($9.45M), Royal Bank of Canada ($8.17M), Gladstone Institutional Advisory LLC ($7.25M), and AllSquare Wealth Management LLC ($6.88M).Learn more on RZV's institutional investors.

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

Of the 60 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. ($180.65K), Gladstone Institutional Advisory LLC ($79.93K), IMC Chicago LLC ($75.43K), LPL Financial LLC ($59.47K), First Heartland Consultants Inc. ($55.23K), Fulcrum Equity Management ($52.63K), and Theory Financial LLC ($42.57K).

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

Institutional investors have bought a total of 1,026,746 shares in the last 24 months. This purchase volume represents approximately $92.22M 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 ($255.65K), Wealth Enhancement Advisory Services LLC ($29.37K), Raymond James Financial Services Advisors Inc. ($29.06K), LPL Financial LLC ($24.17K), Wealthcare Advisory Partners LLC ($22.59K), One Plus One Wealth Management LLC ($16.99K), and NTV Asset Management LLC ($14.87K).

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

Institutional investors have sold a total of 450,121 shares in the last 24 months. This volume of shares sold represents approximately $42.28M in transactions.


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This page (NYSEARCA:RZV) was last updated on 5/9/2024 by MarketBeat.com Staff

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