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

Invesco S&P SmallCap 600 Pure Value ETF logo
$150.41 +0.66 (+0.44%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap 600 Pure Value ETF (NYSEARCA:RZV)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$16.57M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.17M
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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
7/10/2026 Wealthcare Advisory Partners LLC52,341$7.80M0.1%+0.9%2.740%
7/9/2026 Focus Financial Network Inc.2,039$304K0.0%-36.2%0.107%
5/19/2026Bank of America Corp DE32,305$4.02M0.0%-3.2%1.665%
5/15/2026Cardiff Park Advisors LLC650$81K0.0%N/A0.034%
5/13/2026Cetera Investment Advisers7,832$974K0.0%+69.4%0.404%
5/5/2026Theory Financial LLC37,781$4.70M1.6%+33.4%1.947%
4/25/2026 Innova Wealth Partners11,209$1.39M0.7%+43.3%0.581%
4/24/2026 American Institute for Advanced Investment Management LLP5,870$730K0.4%+1.9%0.304%
4/21/2026 Armbruster Capital Management Inc.66,103$8.22M1.3%+0.3%3.425%
4/17/2026 Discipline Wealth Solutions LLC7,149$889K0.1%-11.4%0.370%
2/17/2026Cetera Investment Advisers4,624$550K0.0%-17.0%0.243%
2/17/2026Osaic Holdings Inc.5,529$658K0.0%-25.7%0.291%
2/16/2026MML Investors Services LLC3,593$427K0.0%+6.3%0.189%
2/13/2026Kestra Advisory Services LLC281$33K0.0%N/A0.015%
2/13/2026Wells Fargo & Company MN4,202$500K0.0%-4.5%0.221%
2/12/2026Commonwealth Equity Services LLC12,594$1.50M0.0%+2.8%0.663%
2/11/2026LPL Financial LLC71,170$8.46M0.0%-24.3%3.746%
2/10/2026Goldman Sachs Group Inc.19,444$2.31M0.0%+19.3%1.023%
2/10/2026Northwestern Mutual Wealth Management Co.4,776$568K0.0%+8.3%0.251%
2/6/2026Fortis Group Advisors LLC9,067$1.17M0.2%N/A0.477%
2/6/2026HighTower Advisors LLC1,774$211K0.0%-21.1%0.093%
2/5/2026Northwestern Mutual Wealth Management Co.18,087$2.15M0.0%+310.3%0.952%
2/4/2026 American Institute for Advanced Investment Management LLP5,760$685K0.4%-1.8%0.305%
1/29/2026IMC Chicago LLC43,326$5.15M0.0%N/A2.317%
1/26/2026 Merit Financial Group LLC14,870$1.77M0.0%-8.4%0.795%
1/26/2026 Discipline Wealth Solutions LLC8,071$960K0.2%-7.7%0.432%
1/26/2026CWM LLC2,047$243K0.0%+9.6%0.109%
1/23/2026LOM Asset Management Ltd2,300$274K0.1%+20.7%0.120%
1/23/2026 Armbruster Capital Management Inc.65,922$7.84M1.3%-4.0%3.451%
1/23/2026Twelve Points Wealth Management LLC3,830$488K0.1%-8.0%0.201%
1/21/2026 Flagship Harbor Advisors LLC1,437$171K0.0%N/A0.075%
1/20/2026Stratos Wealth Partners LTD.8,492$1.01M0.0%+2.2%0.452%
1/20/2026NTV Asset Management LLC12,650$1.50M0.2%-11.8%0.673%
1/14/2026 Worth Asset Management LLC2,302$274K0.1%-25.2%0.122%
1/14/2026 Wealthcare Advisory Partners LLC73,979$8.80M0.2%+1.5%3.935%
1/7/2026 Innova Wealth Partners7,820$930K0.5%+1.2%0.416%
12/2/2025 Innova Wealth Partners7,729$912K0.5%+34.7%0.405%
11/17/2025Susquehanna International Group LLP12,105$1.43M0.0%+19.0%0.634%
11/17/2025Northwestern Mutual Wealth Management Co.4,408$520K0.0%+24.9%0.231%
11/17/2025Citadel Advisors LLC5,867$693K0.0%-18.6%0.307%
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11/17/2025Bank of America Corp DE32,764$3.87M0.0%-4.4%1.715%
11/14/2025Cardiff Park Advisors LLC650$77K0.0%N/A0.034%
11/13/2025UBS Group AG16,190$1.91M0.0%+15.2%0.848%
11/10/2025Private Advisory Group LLC2,709$320K0.0%-17.7%0.142%
11/7/2025 Wealthcare Advisory Partners LLC72,883$8.60M0.2%+17.2%3.816%
11/7/2025 Merit Financial Group LLC16,236$1.92M0.0%-10.9%0.850%
11/6/2025Stratos Wealth Partners LTD.8,310$981K0.0%+5.1%0.435%
11/5/2025Envestnet Asset Management Inc.2,554$301K0.0%+32.9%0.134%
11/4/2025Jones Financial Companies Lllp885$105K0.0%-14.7%0.046%
11/3/2025 American Institute for Advanced Investment Management LLP5,865$692K0.4%-3.1%0.307%
10/29/2025Theory Financial LLC31,388$3.70M1.3%+11.7%1.635%
10/28/2025Jackson Hole Capital Partners LLC458$54K0.0%N/A0.024%
10/22/2025Twelve Points Wealth Management LLC4,165$492K0.1%-22.3%0.217%
10/21/2025Global Retirement Partners LLC282$33K0.0%+729.4%0.015%
10/21/2025NTV Asset Management LLC14,346$1.69M0.2%-5.3%0.747%
10/21/2025 Discipline Wealth Solutions LLC8,740$1.03M0.3%N/A0.455%
10/20/2025 Merit Financial Group LLC16,237$1.92M0.0%-10.9%0.841%
10/17/2025 Worth Asset Management LLC3,079$363K0.2%N/A0.160%
10/17/2025 Smallwood Wealth Investment Management LLC15,411$1.82M0.9%+13.2%0.798%
10/10/2025 Fifth Third Securities Inc.5,701$673K0.0%N/A0.294%
9/4/2025Osaic Holdings Inc.5,925$621K0.0%+8.5%0.309%
8/15/2025Captrust Financial Advisors12,669$1.33M0.0%+5.6%0.660%
8/15/2025Benjamin Edwards Inc.2,191$230K0.0%-6.9%0.114%
8/15/2025Bank of America Corp DE34,289$3.59M0.0%-10.6%1.786%
8/14/2025Raymond James Financial Inc.337$35K0.0%N/A0.018%
8/13/2025Northwestern Mutual Wealth Management Co.3,530$370K0.0%+8.3%0.184%
8/8/2025Cetera Investment Advisers5,744$602K0.0%-9.8%0.299%
8/1/2025Envestnet Asset Management Inc.1,922$201K0.0%N/A0.100%
7/31/2025Focus Partners Advisor Solutions LLC9,015$945K0.0%-3.9%0.470%
7/29/2025Stratos Wealth Partners LTD.7,908$829K0.0%+1.6%0.412%
7/28/2025 Innova Wealth Partners5,740$601K0.4%+42.5%0.299%
7/24/2025 IFP Advisors Inc3,523$369K0.0%-12.4%0.183%
7/23/2025 Armbruster Capital Management Inc.68,589$7.19M1.3%+1.4%3.536%
7/22/2025 Wealthcare Advisory Partners LLC62,175$6.51M0.1%+12.2%3.205%
7/17/2025Janney Montgomery Scott LLC2,710$284K0.0%-17.3%0.140%
7/16/2025Twelve Points Wealth Management LLC5,360$562K0.2%-67.7%0.276%
6/27/2025Goldman Sachs Group Inc.13,971$1.38M0.0%+4.8%0.720%
5/16/2025Goldman Sachs Group Inc.13,971$1.38M0.0%+4.8%0.699%
5/16/2025Jones Financial Companies Lllp1,193,604$117.99M0.1%+228,559.8%59.680%
5/15/2025Focus Partners Advisor Solutions LLC9,383$928K0.0%+71.3%0.469%
5/15/2025Royal Bank of Canada10,282$1.02M0.0%+1.9%0.514%
5/12/2025Benjamin Edwards Inc.2,353$233K0.0%-54.5%0.118%
5/7/2025LPL Financial LLC96,065$9.50M0.0%-6.1%4.756%
5/6/2025Cetera Investment Advisers6,371$630K0.0%-2.6%0.315%
5/6/2025Innova Wealth Partners4,028$398K0.2%+24.7%0.199%
5/6/2025AllSquare Wealth Management LLC69,150$6.84M4.1%-3.8%3.423%
5/2/2025Theory Financial LLC31,003$3.07M1.3%+4.1%1.535%
5/1/2025CWM LLC1,875$185K0.0%-9.8%0.093%
4/30/2025Twelve Points Wealth Management LLC16,573$1.64M0.4%+4.0%0.820%
4/30/2025Principal Securities Inc.275$27K0.0%N/A0.014%
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4/30/2025Stratos Wealth Partners LTD.7,782$769K0.0%-7.1%0.385%
4/30/2025NTV Asset Management LLC15,146$1.50M0.2%-6.7%0.750%
4/25/2025Smallwood Wealth Investment Management LLC11,298$1.12M0.7%+21.9%0.559%
4/25/2025Valley National Advisers Inc.781$77K0.0%-28.3%0.039%
4/22/2025Cambridge Investment Research Advisors Inc.3,538$350K0.0%-6.5%0.175%
4/17/2025American Institute for Advanced Investment Management LLP6,053$598K0.4%-5.8%0.298%
4/16/2025Armbruster Capital Management Inc.67,621$6.68M1.3%-2.8%3.331%
4/16/2025Wealth Enhancement Advisory Services LLC3,858$381K0.0%+5.6%0.190%
4/14/2025IMC Chicago LLC15,073$1.49M0.0%+14.7%0.743%
4/10/2025Matrix Trust Co2,634$260K0.0%+47.0%0.130%


RZV Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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 ($8.46M), Armbruster Capital Management Inc. ($8.22M), Wealthcare Advisory Partners LLC ($7.80M), AllSquare Wealth Management LLC ($6.84M), IMC Chicago LLC ($5.15M), Theory Financial LLC ($4.70M), and Bank of America Corp DE ($4.02M).Learn more on Invesco S&P SmallCap 600 Pure Value ETF's institutional investors.

Of the 50 institutional investors that purchased Invesco S&P SmallCap 600 Pure Value ETF's 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 ($58.40K), Strategic Financial Concepts LLC ($26.56K), Wealthcare Advisory Partners LLC ($20.83K), Northwestern Mutual Wealth Management Co. ($15.47K), Theory Financial LLC ($13.96K), and Smallwood Wealth Investment Management LLC ($13.10K).

Institutional investors have bought a total of 139,419 shares in the last 24 months. This purchase volume represents approximately $16.57M in transactions.

Of the 19 institutional investors that sold Invesco S&P SmallCap 600 Pure Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($22.87K), Bank of America Corp DE ($6.63K), Merit Financial Group LLC ($5.34K), Armbruster Capital Management Inc. ($2.72K), NTV Asset Management LLC ($2.50K), Osaic Holdings Inc. ($1.92K), and Discipline Wealth Solutions LLC ($1.59K).

Institutional investors have sold a total of 52,160 shares in the last 24 months. This volume of shares sold represents approximately $6.17M in transactions.


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This page (NYSEARCA:RZV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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