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

$46.06
+0.49 (+1.08%)
(As of 04/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$15.95M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$505.06K
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RZG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/12/2024 Kaydan Wealth Management Inc.5,675$276K0.1%+10.4%0.265%
3/6/2024Willner & Heller LLC11,210$510K0.6%N/A0.500%
2/9/2024Cambridge Investment Research Advisors Inc.32,178$1.47M0.0%-1.0%1.437%
2/8/2024Pacific Sun Financial Corp13,940$635K0.4%-9.3%0.622%
2/1/2024 CWM LLC156,139$7.11M0.0%+0.3%6.970%
1/30/2024Investors Research Corp42,770$1.95M0.5%-1.8%1.909%
1/24/2024Allworth Financial LP67,719$3.08M0.0%-0.7%3.023%
1/19/2024Fifth Third Bancorp4,227$192K0.0%N/A0.189%
1/12/2024Twelve Points Wealth Management LLC131,515$5.99M2.8%+10.4%5.871%
11/13/2023LPL Financial LLC97,106$3.91M0.0%+200.8%4.335%
11/2/2023 Kaydan Wealth Management Inc.5,142$207K0.1%+200.0%0.230%
11/1/2023Investors Research Corp43,569$1.75M0.5%+191.2%1.945%
11/1/2023Key Financial Inc687$28K0.0%+200.0%0.031%
10/31/2023Allworth Financial LP68,172$2.75M0.0%+192.4%3.043%
10/31/2023American Institute for Advanced Investment Management LLP5,481$221K0.2%+200.0%0.245%
10/26/2023GPS Wealth Strategies Group LLC1,101$44K0.0%+200.0%0.049%
10/24/2023Raymond James & Associates5,815$234K0.0%+81.4%0.260%
10/24/2023Cambridge Investment Research Advisors Inc.32,514$1.31M0.0%+224.4%1.452%
10/23/2023FAS Wealth Partners Inc.7,824$315K0.0%+200.5%0.349%
10/23/2023Commonwealth Equity Services LLC26,866$1.08M0.0%+204.6%1.199%
10/17/2023 Purus Wealth Management LLC10,422$420K0.3%+200.2%0.465%
10/11/2023 CWM LLC155,674$6.27M0.0%+198.1%6.950%
8/9/2023Flow Traders U.S. LLC1,581$201K0.0%-59.1%0.071%
8/3/2023SPC Financial Inc.1,600$203K0.0%N/A0.071%
8/3/2023 CWM LLC52,229$6.63M0.0%+2.9%2.332%
7/31/2023LPL Financial LLC32,278$4.10M0.0%-0.8%1.441%
7/28/2023 Lion Street Advisors LLC1,370$231K0.1%N/A0.180%
7/26/2023American Institute for Advanced Investment Management LLP1,827$232K0.2%N/A0.240%
7/25/2023Raymond James Financial Services Advisors Inc.1,646$209K0.0%N/A0.217%
7/25/2023Raymond James & Associates3,205$407K0.0%-32.5%0.422%
7/21/2023 Purus Wealth Management LLC3,472$441K0.3%-22.7%0.457%
7/18/2023Allworth Financial LP23,318$2.96M0.0%N/A3.068%
7/14/2023 IMC Chicago LLC10,668$1.35M0.0%N/A1.404%
7/13/2023Twelve Points Wealth Management LLC37,802$4.80M2.6%+14.7%4.974%
7/12/2023Pacific Sun Financial Corp5,585$660K0.4%N/A0.735%
5/11/2023Investors Research Corp14,936$1.77M0.5%-2.1%1.965%
5/10/2023LPL Financial LLC32,534$3.85M0.0%-9.8%4.281%
5/1/2023 CWM LLC50,769$6M0.0%+6.6%6.680%
4/18/2023Twelve Points Wealth Management LLC32,949$3.89M2.2%+50.4%4.335%
4/17/2023GPS Wealth Strategies Group LLC367$43K0.0%N/A0.048%
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2/28/2023American Institute for Advanced Investment Management LLP1,747$204K0.2%N/A0.227%
2/10/2023Advisor Group Holdings Inc.16,088$1.87M0.0%+29.0%2.089%
2/8/2023Belpointe Asset Management LLC3,309$385K0.0%+43.9%0.430%
2/8/2023Cambridge Investment Research Advisors Inc.10,129$1.18M0.0%-7.9%1.315%
2/7/2023Commonwealth Equity Services LLC8,018$934K0.0%+37.6%1.041%
2/7/2023LPL Financial LLC36,069$4.20M0.0%-61.9%4.684%
2/6/2023 Kaydan Wealth Management Inc.1,723$201K0.1%N/A0.224%
2/6/2023Investors Research Corp15,251$1.78M0.5%-1.0%1.981%
2/1/2023 CWM LLC47,636$5.55M0.0%-2.1%6.186%
1/19/2023American Institute for Advanced Investment Management LLP1,747$204K0.2%N/A0.227%
1/17/2023Twelve Points Wealth Management LLC21,906$2.55M1.7%-35.7%2.845%
11/15/2022Belpointe Asset Management LLC2,299$253K0.0%N/A0.267%
11/14/2022Pacific Sun Financial Corp7,180$790K0.6%-7.0%0.835%
11/8/2022 IMC Chicago LLC11,930$1.31M0.0%N/A1.387%
11/3/2022Valmark Advisers Inc.1,926$212K0.0%-6.7%0.224%
10/27/2022 CWM LLC48,633$5.35M0.0%-1.1%5.526%
10/26/2022Truist Financial Corp2,055$226K0.0%N/A0.234%
10/25/2022Raymond James & Associates4,781$526K0.0%N/A0.543%
10/20/2022Twelve Points Wealth Management LLC34,088$3.75M2.9%+10.9%3.918%
10/17/2022Cambridge Investment Research Advisors Inc.10,992$1.21M0.0%+10.0%1.263%
8/12/2022LPL Financial LLC96,641$11.10M0.0%+208.2%9.475%
8/1/2022Valmark Advisers Inc.2,065$237K0.0%-8.1%0.240%
7/28/2022Pacific Sun Financial Corp7,720$887K0.6%-4.5%0.898%
7/28/2022 CWM LLC49,197$5.65M0.0%+3.6%5.721%
7/20/2022 Purus Wealth Management LLC4,565$524K0.5%-2.1%0.531%
7/19/2022Commonwealth Equity Services LLC6,274$720K0.0%-7.7%0.730%
7/18/2022Twelve Points Wealth Management LLC30,747$3.53M2.7%+60.4%3.575%
7/13/2022Private Advisor Group LLC1,882$216K0.0%-17.4%0.219%
7/13/2022Cambridge Investment Research Advisors Inc.9,992$1.15M0.0%+31.6%1.162%
5/11/2022Twelve Points Wealth Management LLC19,167$2.71M2.0%+78.1%2.178%
5/10/2022Valmark Advisers Inc.2,246$317K0.0%-10.9%0.255%
5/10/2022Western Wealth Management LLC8,462$1.20M0.1%+57.1%0.962%
5/5/2022Pacific Sun Financial Corp8,080$1.14M0.6%-3.2%0.918%
5/4/2022Advisor Group Holdings Inc.12,479$1.76M0.0%-24.1%1.418%
5/4/2022Commonwealth Equity Services LLC6,801$961K0.0%-1.3%0.773%
5/3/2022WealthPLAN Partners LLC3,354$415K0.0%-5.4%0.381%
4/21/2022 CWM LLC47,509$6.71M0.0%+3.2%5.656%
4/20/2022American Institute for Advanced Investment Management LLP1,432$202K0.1%-14.3%0.170%
4/19/2022 IMC Chicago LLC31,466$4.45M0.0%+74.9%3.746%
4/13/2022Investors Research Corp15,469$2.19M0.6%-2.4%1.154%
3/18/2022Twelve Points Wealth Management LLC10,759$1.79M1.5%N/A1.281%
2/14/2022LPL Financial LLC30,398$5.07M0.0%-2.7%3.619%
2/10/2022Private Advisor Group LLC2,289$381K0.0%-88.4%0.273%
2/10/2022Pacific Sun Financial Corp8,350$1.39M0.7%-6.8%0.994%
2/8/2022Raymond James Financial Services Advisors Inc.5,153$859K0.0%+1.5%0.613%
2/8/2022Retirement Planning Co of New England Inc.837$139K0.1%N/A0.100%
2/8/2022Raymond James & Associates8,578$1.43M0.0%-3.4%1.021%
2/8/2022 IMC Chicago LLC17,992$3.00M0.0%+13.0%2.142%
2/3/2022Cambridge Investment Research Advisors Inc.7,768$1.30M0.0%-21.5%0.925%
2/3/2022Advisor Group Holdings Inc.16,435$2.74M0.0%-1.4%1.957%
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2/2/2022Valmark Advisers Inc.2,522$420K0.0%-8.8%0.300%
2/1/2022WealthPLAN Partners LLC3,544$515K0.0%N/A0.422%
1/31/2022 CWM LLC46,025$7.67M0.1%N/A5.479%
1/31/2022Commonwealth Equity Services LLC6,889$1.15M0.0%+1.9%0.820%
1/19/2022 Purus Wealth Management LLC4,683$781K0.5%-3.3%0.558%
1/18/2022Trilogy Capital Inc.1,248$208K0.0%N/A0.149%
11/16/2021LPL Financial LLC31,226$4.99M0.0%+75.8%3.674%
11/15/2021Flow Traders U.S. LLC5,210$832K0.0%+295.3%0.613%
11/15/2021Pacific Sun Financial Corp8,960$1.43M0.8%N/A1.054%
11/12/2021PSI Advisors LLC289$46K0.0%N/A0.034%
(Data available from 1/1/2016 forward)

RZG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RZG shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Growth ETF. The most heavily invested institutionals were CWM LLC ($7.11M), Twelve Points Wealth Management LLC ($5.99M), LPL Financial LLC ($3.91M), Allworth Financial LP ($3.08M), Investors Research Corp ($1.95M), Advisor Group Holdings Inc. ($1.87M), and Cambridge Investment Research Advisors Inc. ($1.47M).Learn more on RZG's institutional investors.

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

Of the 25 institutional investors that purchased Invesco S&P SmallCap 600 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($130.11K), CWM LLC ($110.19K), Allworth Financial LP ($68.17K), Twelve Points Wealth Management LLC ($51.66K), Investors Research Corp ($28.61K), Cambridge Investment Research Advisors Inc. ($25.89K), and IMC Chicago LLC ($22.60K).

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

Institutional investors have bought a total of 530,938 shares in the last 24 months. This purchase volume represents approximately $21.44M in transactions.

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

Of the 15 institutional investors that sold Invesco S&P SmallCap 600 Pure Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($62.28K), Twelve Points Wealth Management LLC ($12.18K), Advisor Group Holdings Inc. ($3.96K), Pacific Sun Financial Corp ($2.60K), Flow Traders U.S. LLC ($2.29K), CWM LLC ($1.56K), and Raymond James & Associates ($1.54K).

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

Institutional investors have sold a total of 92,253 shares in the last 24 months. This volume of shares sold represents approximately $3.66M in transactions.


This page (NYSEARCA:RZG) was last updated on 4/23/2024 by MarketBeat.com Staff

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