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

$70.36 +0.60 (+0.86%)
As of 02:18 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)
22
Total
Institutional Inflows
(last 12 months)
$8.86M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.82M
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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
7/10/2026 Investors Research Corp7,349$534K0.1%-40.7%0.367%
7/9/2026 Focus Financial Network Inc.2,904$211K0.0%N/A0.145%
5/19/2026Bank 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%
2/17/2026AQR Capital Management LLC37,212$2.02M0.0%-5.3%1.948%
2/17/2026 Cetera Investment Advisers5,117$278K0.0%-8.1%0.268%
2/17/2026Osaic Holdings Inc.23,891$1.30M0.0%+1.9%1.251%
2/17/2026Royal Bank of Canada4,332$236K0.0%+33.3%0.227%
2/13/2026Wells 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%
2/5/2026Western 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%
1/26/2026CWM 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%
11/17/2025Susquehanna International Group LLP9,081$495K0.0%-59.2%0.471%
11/17/2025Bank of America Corp DE24,552$1.34M0.0%+2.2%1.272%
11/14/2025Raymond 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%
11/13/2025UBS 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%
11/6/2025Western 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%
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10/22/2025 Twelve Points Wealth Management LLC50,013$2.72M0.7%-0.6%2.578%
10/15/2025CWM LLC144,371$7.86M0.0%-4.4%7.442%
10/2/2025 Investors Research Corp14,401$784K0.1%-6.1%0.746%
9/4/2025Osaic Holdings Inc.23,530$1.19M0.0%+7.7%1.219%
8/15/2025IHT Wealth Management LLC33,992$1.72M0.0%-0.6%1.761%
8/14/2025Raymond 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%
8/11/2025Western 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%
7/25/2025CWM 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%
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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%
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%


RZG Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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 38 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), Matrix Trust Co ($22.76K), Savvy Advisors Inc. ($22.10K), Farther Finance Advisors LLC ($22.10K), CENTRAL TRUST Co ($20.10K), and Global View Capital Management LLC ($19.95K).

Institutional investors have bought a total of 160,345 shares in the last 24 months. This purchase volume represents approximately $8.86M in transactions.

Of the 14 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: CWM LLC ($15.07K), Susquehanna International Group LLP ($13.20K), Investors Research Corp ($6.34K), Commonwealth Equity Services LLC ($5.30K), Envestnet Asset Management Inc. ($2.39K), AQR Capital Management LLC ($2.09K), and Pacific Sun Financial Corp ($1.42K).

Institutional investors have sold a total of 50,151 shares in the last 24 months. This volume of shares sold represents approximately $2.82M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RZG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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