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

$67.77 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$11.15M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.75M
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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
5/19/2026 Bank of America Corp DE24,852$1.42M0.0%+3.5%1.308%
5/13/2026 Cetera Investment Advisers5,921$337K0.0%+15.7%0.312%
5/8/2026 Pacific Sun Financial Corp9,760$556K0.3%-3.2%0.514%
5/5/2026 IMC Chicago LLC22,786$1.30M0.0%-290.7%1.199%
4/28/2026 Berger Financial Group Inc17,921$1.02M0.1%-4.8%0.943%
2/25/2026 Tempo Wealth LLC18,533$1.01M0.2%N/A0.970%
2/17/2026 AQR Capital Management LLC37,212$2.02M0.0%-5.3%1.948%
2/17/2026 Cetera Investment Advisers5,117$278K0.0%-8.1%0.268%
2/17/2026 Osaic Holdings Inc.23,891$1.30M0.0%+1.9%1.251%
2/17/2026 Royal Bank of Canada4,332$236K0.0%+33.3%0.227%
2/13/2026 Wells Fargo & Company MN6,738$366K0.0%-11.8%0.353%
2/12/2026 Commonwealth Equity Services LLC22,236$1.21M0.0%-19.2%1.164%
2/11/2026 LPL Financial LLC106,120$5.77M0.0%+1.7%5.556%
2/9/2026 Integrity Alliance LLC.4,721$257K0.0%N/A0.247%
2/9/2026 Horizon Family Wealth Inc.72,604$3.95M2.1%+215.2%3.801%
2/9/2026 Harbour Investments Inc.3,648$198K0.0%+49.0%0.191%
2/5/2026 AlphaCore Capital LLC4,800$261K0.0%N/A0.251%
2/5/2026 Western Wealth Management LLC4,035$219K0.0%+5.0%0.211%
2/5/2026 Allworth Financial LP17,760$966K0.0%-3.1%0.930%
2/5/2026 Pacific Sun Financial Corp10,080$548K0.3%-7.4%0.528%
1/26/2026 CWM LLC135,915$7.39M0.0%-5.9%7.116%
1/21/2026 Flagship Harbor Advisors LLC3,277$178K0.0%N/A0.172%
1/21/2026 Sound Income Strategies LLC909$53K0.0%N/A0.048%
1/14/2026 Global View Capital Management LLC19,949$1.09M0.2%N/A1.044%
1/6/2026 Investors Research Corp14,039$763K0.1%-2.5%0.739%
12/2/2025 Allworth Financial LP18,322$998K0.0%-3.5%0.949%
11/17/2025 Susquehanna International Group LLP9,081$495K0.0%-59.2%0.471%
11/17/2025 Bank of America Corp DE24,552$1.34M0.0%+2.2%1.272%
11/14/2025 Raymond James Financial Inc.10,045$547K0.0%+23.2%0.520%
11/13/2025 Pacific Sun Financial Corp10,890$593K0.3%-2.6%0.564%
11/13/2025 UBS Group AG12,379$674K0.0%+22.7%0.641%
11/10/2025Lion Street Advisors LLC1,232$67K0.0%N/A0.064%
11/7/2025 Horizon Family Wealth Inc.23,036$1.26M0.7%+5.8%1.194%
11/6/2025 Western Wealth Management LLC3,844$209K0.0%-8.9%0.199%
11/5/2025 Collier Financial1,117$61K0.0%N/A0.058%
11/5/2025 Envestnet Asset Management Inc.6,198$338K0.0%-27.9%0.321%
11/3/2025 Belpointe Asset Management LLC4,436$242K0.0%+8.4%0.230%
10/24/2025 Trilogy Capital Inc.4,262$232K0.0%N/A0.221%
10/22/2025 Twelve Points Wealth Management LLC50,013$2.72M0.7%-0.6%2.578%
10/15/2025 CWM LLC144,371$7.86M0.0%-4.4%7.442%
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10/2/2025 Investors Research Corp14,401$784K0.1%-6.1%0.746%
9/4/2025 Osaic Holdings Inc.23,530$1.19M0.0%+7.7%1.219%
8/15/2025 IHT Wealth Management LLC33,992$1.72M0.0%-0.6%1.761%
8/14/2025 Raymond James Financial Inc.8,154$412K0.0%+59.2%0.422%
8/11/2025 Purus Wealth Management LLC9,004$455K0.2%-7.3%0.467%
8/11/2025 Western Wealth Management LLC4,220$213K0.0%N/A0.219%
8/8/2025 Horizon Family Wealth Inc.21,767$1.10M0.7%-26.6%1.128%
8/7/2025 CENTRAL TRUST Co20,100$1.02M0.0%N/A1.041%
8/7/2025 Allworth Financial LP18,987$960K0.0%-12.7%0.984%
8/1/2025 Envestnet Asset Management Inc.8,591$434K0.0%+13.3%0.445%
7/30/2025 Pacific Sun Financial Corp11,180$565K0.3%-6.6%0.579%
7/25/2025 Commonwealth Financial Services LLC6,192$313K0.1%-4.6%0.321%
7/25/2025 CWM LLC150,986$7.63M0.0%-0.5%7.823%
7/24/2025 Trust Co. of Toledo NA OH975$49K0.0%N/A0.051%
7/22/2025 Belpointe Asset Management LLC4,091$207K0.0%-5.8%0.212%
7/22/2025 Berger Financial Group Inc18,816$951K0.1%+2.2%0.975%
7/16/2025 Twelve Points Wealth Management LLC50,297$2.54M0.7%-70.7%2.606%
7/11/2025 Farther Finance Advisors LLC22,098$1.12M0.0%+804.2%1.145%
7/7/2025 Investors Research Corp15,342$776K0.2%-38.7%0.795%
5/16/2025Jones Financial Companies Lllp4,014$188K0.0%+1,260.7%0.188%
5/16/2025AQR Capital Management LLC34,577$1.62M0.0%+72.8%1.616%
5/12/2025Berger Financial Group Inc18,405$861K0.1%-2.3%0.860%
5/9/2025Horizon Family Wealth Inc.29,663$1.39M0.9%+1.1%1.386%
5/6/2025Assetmark Inc.555$26K0.0%-49.4%0.026%
5/1/2025CWM LLC151,681$7.09M0.0%+0.6%7.088%
4/30/2025Allworth Financial LP21,761$996K0.0%-14.4%1.017%
4/30/2025Twelve Points Wealth Management LLC171,485$8.02M2.2%+4.6%8.013%
4/22/2025Cambridge Investment Research Advisors Inc.18,041$844K0.0%-1.6%0.843%
4/14/2025Farther Finance Advisors LLC2,444$114K0.0%N/A0.112%
4/10/2025Matrix Trust Co22,764$1.06M0.2%+48.0%1.039%
4/8/2025Investors 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%
1/29/2025Collier 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%
1/15/2025Wealthcare Advisory Partners LLC4,393$218K0.0%N/A0.202%
1/13/2025Matrix 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%
11/12/2024Investors 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%
SpaceX will mint billionaires. You won't be one of them. (Ad)

By the time a company goes public, 95% of the profits are typically already gone. SpaceX insiders bought in at a $20 billion valuation - you're being offered entry at $1.75 trillion. But one small, publicly traded company sits directly in SpaceX's supply chain, still priced like Wall Street hasn't noticed. It powers critical infrastructure Musk's operation can't run without. Dylan Jovine is naming it today, free.tc pixel

Get the ticker before Wall Street connects the dots
10/16/2024Twelve Points Wealth Management LLC164,458$8.47M2.7%+4.5%7.579%
10/16/2024Kaydan Wealth Management Inc.4,445$229K0.1%-21.7%0.205%
10/9/2024Pacific Sun Financial Corp12,295$633K0.3%-3.8%0.567%
10/9/2024Matrix 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%
7/19/2024Pacific 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%


RZG Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Growth ETF. The most heavily invested institutionals were CWM LLC ($7.39M), LPL Financial LLC ($5.77M), Horizon Family Wealth Inc. ($3.95M), Axiom Advisory LLC ($3.84M), Twelve Points Wealth Management LLC ($2.72M), AQR Capital Management LLC ($2.02M), and IHT Wealth Management LLC ($1.72M).Learn more on Invesco S&P SmallCap 600 Pure Growth ETF's institutional investors.

Of the 37 institutional investors that purchased Invesco S&P SmallCap 600 Pure Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Horizon Family Wealth Inc. ($51.17K), IMC Chicago LLC ($34.73K), Twelve Points Wealth Management LLC ($27.23K), Matrix Trust Co ($22.76K), Savvy Advisors Inc. ($22.10K), Farther Finance Advisors LLC ($22.10K), and CENTRAL TRUST Co ($20.10K).

Institutional investors have bought a total of 206,843 shares in the last 24 months. This purchase volume represents approximately $11.15M in transactions.

Of the 18 institutional investors that sold Invesco S&P SmallCap 600 Pure Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Twelve Points Wealth Management LLC ($121.47K), CWM LLC ($15.77K), Susquehanna International Group LLP ($13.20K), Investors Research Corp ($11.01K), Horizon Family Wealth Inc. ($7.90K), Commonwealth Equity Services LLC ($5.30K), and Allworth Financial LP ($4.00K).

Institutional investors have sold a total of 189,421 shares in the last 24 months. This volume of shares sold represents approximately $9.75M in transactions.


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This page (NYSEARCA:RZG) was last updated on 6/15/2026 by MarketBeat.com Staff.
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