Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free RZG Stock Alerts

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

$66.74 +0.44 (+0.66%)
As of 04:10 PM Eastern
Compare

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)
13
Total
Institutional Outflows
(last 12 months)
$3.18M
Get RZG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap 600 Pure Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RZG Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Investors Research Corp7,349$534K0.1%-40.7%0.366%
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%
5/19/2026 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%
1/26/2026CWM 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%
11/17/2025 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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%
10/15/2025CWM LLC144,371$7.86M0.0%-4.4%7.442%
10/2/2025 Investors Research Corp14,401$784K0.1%-6.1%0.746%
9/4/2025 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%
7/25/2025CWM 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%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
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%
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%


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 13 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 ($11.38K), 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 54,974 shares in the last 24 months. This volume of shares sold represents approximately $3.18M 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 8/21/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel