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

$96.76 -0.86 (-0.88%)
As of 05/23/2025 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)
31
Total
Institutional Inflows
(last 12 months)
$129.49M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.30M
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RZV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.13,971$1.38M0.0%+4.8%0.699%
5/16/2025 Jones Financial Companies Lllp1,193,604$117.99M0.1%+228,559.8%59.680%
5/15/2025 Focus Partners Advisor Solutions LLC9,383$928K0.0%+71.3%0.469%
5/15/2025 Royal Bank of Canada10,282$1.02M0.0%+1.9%0.514%
5/12/2025 Benjamin Edwards Inc.2,353$233K0.0%-54.5%0.118%
5/7/2025 LPL Financial LLC96,065$9.50M0.0%-6.1%4.756%
5/6/2025 Cetera Investment Advisers6,371$630K0.0%-2.6%0.315%
5/6/2025 Innova Wealth Partners4,028$398K0.2%+24.7%0.199%
5/6/2025 AllSquare Wealth Management LLC69,150$6.84M4.1%-3.8%3.423%
5/2/2025 Theory 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%
2/18/2025 Focus Partners Advisor Solutions LLC5,478$610K0.0%-45.8%0.245%
2/17/2025 Two Sigma Investments LP6,300$702K0.0%+65.8%0.281%
2/17/2025 Captrust Financial Advisors12,294$1.37M0.0%-5.4%0.549%
2/17/2025 Citadel Advisors LLC6,578$733K0.0%-17.5%0.294%
2/17/2025 Bank of America Corp DE32,727$3.65M0.0%-25.3%1.461%
2/17/2025 Benjamin Edwards Inc.5,168$576K0.0%-14.0%0.231%
2/14/2025 Jane Street Group LLC2,579$287K0.0%N/A0.115%
2/14/2025 IHT Wealth Management LLC3,780$421K0.0%N/A0.169%
2/14/2025 Stifel Financial Corp18,536$2.06M0.0%-0.7%0.828%
2/13/2025 Wells Fargo & Company MN41,871$4.66M0.0%+0.4%1.869%
2/11/2025 LPL Financial LLC102,273$11.39M0.0%-6.0%4.566%
2/11/2025 AllSquare Wealth Management LLC71,914$8.01M4.6%-0.8%3.210%
2/10/2025 Commonwealth Equity Services LLC9,993$1.11M0.0%+3.1%0.446%
2/7/2025 Independent Advisor Alliance3,210$357K0.0%N/A0.143%
2/6/2025 Assetmark Inc.674$75K0.0%N/A0.030%
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2/6/2025 Jones Financial Companies Lllp522$58K0.0%+552.5%0.023%
2/4/2025 Theory 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%
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%
1/8/2025 Innova Wealth Partners3,230$360K0.2%N/A0.144%
11/15/2024 MML Investors Services LLC5,052$552K0.0%-14.5%0.226%
11/15/2024 Stifel Financial Corp18,662$2.04M0.0%-1.4%0.833%
11/15/2024 Benjamin Edwards Inc.6,012$657K0.0%N/A0.268%
11/14/2024 Captrust Financial Advisors12,993$1.42M0.0%-7.7%0.580%
11/13/2024 FMR LLC640$70K0.0%+40.0%0.029%
11/7/2024 Theory 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%
8/16/2024 Northwestern Mutual Wealth Management Co.3,191$317K0.0%+9.3%0.142%
8/16/2024 Creative Planning4,235$420K0.0%N/A0.189%
8/13/2024Benjamin F. Edwards & Company Inc.7,499$744K0.0%-14.6%0.335%
7/31/2024 Commonwealth 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%
5/7/2024 Choate Investment Advisors2,750$296K0.0%N/A0.123%
5/7/2024 NTV Asset Management LLC19,136$2.06M0.3%-5.9%0.854%
4/30/2024 Commonwealth 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%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
2/7/2024 Theory 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%
2/1/2024 CWM LLC2,997$322K0.0%+282.3%0.116%
(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, 60 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Pure Value ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($117.99M), LPL Financial LLC ($9.50M), AllSquare Wealth Management LLC ($6.84M), 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 48 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: Jones Financial Companies Lllp ($1.19M), IMC Chicago LLC ($66.13K), Strategic Financial Concepts LLC ($26.56K), International Assets Investment Management LLC ($23.16K), Merit Financial Group LLC ($20.34K), Wealthcare Advisory Partners LLC ($14.76K), and Smallwood Wealth Investment Management LLC ($11.30K).

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

Institutional investors have bought a total of 1,455,079 shares in the last 24 months. This purchase volume represents approximately $145.22M in transactions.

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

Of the 31 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 ($36.92K), Raymond James Financial Services Advisors Inc. ($28.83K), Wealthcare Advisory Partners LLC ($22.59K), Armbruster Capital Management Inc. ($13.55K), 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 465,523 shares in the last 24 months. This volume of shares sold represents approximately $45.24M in transactions.


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This page (NYSEARCA:RZV) was last updated on 5/24/2025 by MarketBeat.com Staff
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