Free Trial
→ Elon’s Terrifying Warning Forces Trump To Take Action (From American Hartford Gold) (Ad) Buy RZV Stock  Free RZV Stock Alerts

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

$94.49 +1.62 (+1.74%)
As of 04:10 PM Eastern
Compare

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)
$11.30M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$7.24M
Get RZV Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

RZV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Theory Financial LLC31,003$3.07M1.3%+4.1%1.535%
5/1/2025 CWM LLC1,875$185K0.0%-9.8%0.093%
4/30/2025 Twelve Points Wealth Management LLC16,573$1.64M0.4%+4.0%0.820%
4/30/2025 Principal Securities Inc.275$27K0.0%N/A0.014%
4/30/2025 Stratos Wealth Partners LTD.7,782$769K0.0%-7.1%0.385%
4/30/2025 NTV Asset Management LLC15,146$1.50M0.2%-6.7%0.750%
4/25/2025 Smallwood Wealth Investment Management LLC11,298$1.12M0.7%+21.9%0.559%
4/25/2025 Valley National Advisers Inc.781$77K0.0%-28.3%0.039%
4/22/2025 Cambridge Investment Research Advisors Inc.3,538$350K0.0%-6.5%0.175%
4/17/2025 American Institute for Advanced Investment Management LLP6,053$598K0.4%-5.8%0.298%
4/16/2025 Armbruster Capital Management Inc.67,621$6.68M1.3%-2.8%3.331%
4/16/2025 Wealth Enhancement Advisory Services LLC3,858$381K0.0%+5.6%0.190%
4/14/2025 IMC Chicago LLC15,073$1.49M0.0%+14.7%0.743%
4/10/2025 Matrix Trust Co2,634$260K0.0%+47.0%0.130%
4/9/2025 Merit Financial Group LLC19,783$1.96M0.0%-15.1%0.975%
3/17/2025 Wealth Enhancement Advisory Services LLC3,654$407K0.0%-76.8%0.180%
2/18/2025Focus Partners Advisor Solutions LLC5,478$610K0.0%-45.8%0.245%
2/17/2025Two Sigma Investments LP6,300$702K0.0%+65.8%0.281%
2/17/2025Captrust Financial Advisors12,294$1.37M0.0%-5.4%0.549%
2/17/2025Citadel Advisors LLC6,578$733K0.0%-17.5%0.294%
2/17/2025Bank of America Corp DE32,727$3.65M0.0%-25.3%1.461%
2/17/2025Benjamin Edwards Inc.5,168$576K0.0%-14.0%0.231%
2/14/2025Jane Street Group LLC2,579$287K0.0%N/A0.115%
2/14/2025IHT Wealth Management LLC3,780$421K0.0%N/A0.169%
2/14/2025Stifel Financial Corp18,536$2.06M0.0%-0.7%0.828%
2/13/2025Wells Fargo & Company MN41,871$4.66M0.0%+0.4%1.869%
2/11/2025LPL Financial LLC102,273$11.39M0.0%-6.0%4.566%
2/11/2025AllSquare Wealth Management LLC71,914$8.01M4.6%-0.8%3.210%
2/10/2025Commonwealth Equity Services LLC9,993$1.11M0.0%+3.1%0.446%
2/7/2025Independent Advisor Alliance3,210$357K0.0%N/A0.143%
2/6/2025Assetmark Inc.674$75K0.0%N/A0.030%
2/6/2025Jones Financial Companies Lllp522$58K0.0%+552.5%0.023%
2/4/2025Theory Financial LLC29,792$3.32M1.4%-1.5%1.330%
1/31/2025 NTV Asset Management LLC16,241$1.81M0.2%-8.0%0.725%
1/30/2025 Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/28/2025 Strategic Financial Concepts LLC13,282$1.48M0.0%N/A0.593%
1/27/2025 IMC Chicago LLC13,138$1.46M0.0%N/A0.587%
1/27/2025 Stratos Wealth Partners LTD.8,378$933K0.0%-5.2%0.374%
1/23/2025 Twelve Points Wealth Management LLC15,939$1.78M0.5%+0.6%0.712%
1/22/2025 Armbruster Capital Management Inc.69,553$7.75M1.6%-1.4%3.105%
Massive new energy source found in Utah (Ad)

NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested.

Find out what billionaires already know about this new energy source
1/17/2025 Smallwood Wealth Investment Management LLC9,271$1.03M0.7%+42.3%0.414%
1/17/2025 Janney Montgomery Scott LLC3,186$355K0.0%+2.9%0.142%
1/15/2025 Merit Financial Group LLC23,303$2.60M0.0%+15.1%1.040%
1/15/2025 Wealthcare Advisory Partners LLC55,450$6.18M0.2%+3.3%2.475%
1/13/2025 Matrix Trust Co1,792$200K0.0%+573.7%0.080%
1/8/2025 Worth Asset Management LLC3,459$385K0.2%N/A0.154%
1/8/2025Innova Wealth Partners3,230$360K0.2%N/A0.144%
11/15/2024MML Investors Services LLC5,052$552K0.0%-14.5%0.226%
11/15/2024Stifel Financial Corp18,662$2.04M0.0%-1.4%0.833%
11/15/2024Benjamin Edwards Inc.6,012$657K0.0%N/A0.268%
11/14/2024Captrust Financial Advisors12,993$1.42M0.0%-7.7%0.580%
11/13/2024FMR LLC640$70K0.0%+40.0%0.029%
11/7/2024Theory Financial LLC30,237$3.20M1.2%-2.5%1.350%
10/24/2024 Valley National Advisers Inc.1,035$113K0.0%+97.1%0.046%
10/24/2024 Wealth Enhancement Advisory Services LLC15,755$1.72M0.0%-24.5%0.703%
10/16/2024 Smallwood Wealth Investment Management LLC6,516$712K0.5%+65.9%0.291%
10/16/2024 Twelve Points Wealth Management LLC15,841$1.73M0.5%+7.1%0.707%
10/9/2024 Matrix Trust Co266$29K0.0%N/A0.012%
10/8/2024 CWM LLC2,060$225K0.0%-9.7%0.092%
8/21/2024 Truist Financial Corp3,639$361K0.0%-2.7%0.162%
8/16/2024Northwestern Mutual Wealth Management Co.3,191$317K0.0%+9.3%0.142%
8/16/2024Creative Planning4,235$420K0.0%N/A0.189%
8/13/2024Benjamin F. Edwards & Company Inc.7,499$744K0.0%-14.6%0.335%
7/31/2024Commonwealth Equity Services LLC9,355$928K0.0%+8.3%0.418%
7/29/2024 Armbruster Capital Management Inc.83,869$8.32M1.7%-1.9%3.744%
7/26/2024 Smallwood Wealth Investment Management LLC3,927$390K0.3%N/A0.175%
7/18/2024 Valley National Advisers Inc.525$52K0.0%-15.7%0.023%
7/16/2024 Wealth Enhancement Advisory Services LLC20,860$2.07M0.0%-17.1%0.931%
7/16/2024 Burke & Herbert Bank & Trust Co.3,650$362K0.1%N/A0.163%
7/12/2024 Twelve Points Wealth Management LLC14,797$1.47M0.5%+8.9%0.661%
7/10/2024 CWM LLC2,281$226K0.0%-17.0%0.102%
5/24/2024Cetera Advisors LLC6,663$716K0.0%+3.9%0.297%
5/7/2024Choate Investment Advisors2,750$296K0.0%N/A0.123%
5/7/2024 NTV Asset Management LLC19,136$2.06M0.3%-5.9%0.854%
4/30/2024Commonwealth Equity Services LLC8,639$929K0.0%+3.9%0.372%
4/29/2024Benjamin 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%
4/5/2024Summit 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%
2/6/2024 NTV Asset Management LLC20,341$2.18M0.4%-14.2%0.785%
2/6/2024 Axxcess Wealth Management LLC3,081$331K0.0%+11.3%0.119%
2/6/2024Benjamin F. Edwards & Company Inc.6,691$718K0.0%-14.0%0.258%
2/2/2024 Truist Financial Corp4,579$491K0.0%-8.5%0.177%
2/1/2024 Armbruster Capital Management Inc.88,052$9.45M2.2%-7.8%3.400%
Trump’s Bitcoin Reserve is No Accident… (Ad)

Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new blockchain development…

Just click here to get all the details on this crypto coin now
2/1/2024 CWM LLC2,997$322K0.0%+282.3%0.116%
1/26/2024Lester 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%
1/18/2024Global 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%
1/12/2024Summit Financial Group Inc.7,570$812K0.3%-11.1%0.292%
(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, 61 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Value ETF. The most heavily invested institutionals were LPL Financial LLC ($11.39M), AllSquare Wealth Management LLC ($8.01M), Gladstone Institutional Advisory LLC ($7.25M), Armbruster Capital Management Inc. ($6.68M), Wealthcare Advisory Partners LLC ($6.18M), Wells Fargo & Company MN ($4.66M), and UBS Group AG ($4.58M).Learn more on RZV's institutional investors.

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

Of the 50 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: Gladstone Institutional Advisory LLC ($79.93K), IMC Chicago LLC ($66.13K), Legacy Capital Group California Inc. ($31.84K), Strategic Financial Concepts LLC ($26.56K), SkyView Investment Advisors LLC ($25.95K), International Assets Investment Management LLC ($23.16K), and LPL Financial LLC ($22.06K).

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

Institutional investors have bought a total of 420,045 shares in the last 24 months. This purchase volume represents approximately $41.57M in transactions.

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

Of the 30 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 ($248.34K), Wealth Enhancement Advisory Services LLC ($50.90K), LPL Financial LLC ($30.71K), Raymond James Financial Services Advisors Inc. ($28.83K), Wealthcare Advisory Partners LLC ($22.59K), Armbruster Capital Management Inc. ($14.59K), and NTV Asset Management LLC ($11.51K).

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

Institutional investors have sold a total of 456,040 shares in the last 24 months. This volume of shares sold represents approximately $44.28M in transactions.


Related Companies

This page (NYSEARCA:RZV) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Think NVDA’s run was epic? You ain’t seen nothin’ yet
Ask most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...
Timothy Sykes | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored