Go Pro
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free RZV Stock Alerts

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

Invesco S&P SmallCap 600 Pure Value ETF logo
$147.75 0.00 (0.00%)
As of 07/2/2026 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)
30
Total
Institutional Inflows
(last 12 months)
$17.31M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.28M
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.

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

RZV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/25/2026Innova Wealth Partners11,209$1.39M0.7%+43.3%0.581%
4/24/2026American Institute for Advanced Investment Management LLP5,870$730K0.4%+1.9%0.304%
4/21/2026Armbruster Capital Management Inc.66,103$8.22M1.3%+0.3%3.425%
4/17/2026Discipline 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%
2/4/2026American 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%
1/26/2026Merit Financial Group LLC14,870$1.77M0.0%-8.4%0.795%
1/26/2026Discipline 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%
1/23/2026Armbruster 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%
1/21/2026Flagship 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%
1/14/2026Worth Asset Management LLC2,302$274K0.1%-25.2%0.122%
1/14/2026Wealthcare Advisory Partners LLC73,979$8.80M0.2%+1.5%3.935%
1/7/2026Innova Wealth Partners7,820$930K0.5%+1.2%0.416%
12/2/2025Innova 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%
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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
11/7/2025Wealthcare Advisory Partners LLC72,883$8.60M0.2%+17.2%3.816%
11/7/2025Merit 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%
11/3/2025American 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%
10/21/2025Discipline Wealth Solutions LLC8,740$1.03M0.3%N/A0.455%
10/20/2025Merit Financial Group LLC16,237$1.92M0.0%-10.9%0.841%
10/17/2025Worth Asset Management LLC3,079$363K0.2%N/A0.160%
10/17/2025Smallwood Wealth Investment Management LLC15,411$1.82M0.9%+13.2%0.798%
10/10/2025Fifth 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%
7/28/2025Innova Wealth Partners5,740$601K0.4%+42.5%0.299%
7/24/2025IFP Advisors Inc3,523$369K0.0%-12.4%0.183%
7/23/2025Armbruster Capital Management Inc.68,589$7.19M1.3%+1.4%3.536%
7/22/2025Wealthcare 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%
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
4/9/2025Merit Financial Group LLC19,783$1.96M0.0%-15.1%0.975%
3/17/2025Wealth Enhancement Advisory Services LLC3,654$407K0.0%-76.8%0.180%


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 Wealthcare Advisory Partners LLC ($8.80M), LPL Financial LLC ($8.46M), Armbruster Capital Management Inc. ($8.22M), 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 51 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 ($20.36K), 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 146,687 shares in the last 24 months. This purchase volume represents approximately $17.31M in transactions.

Of the 20 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), Twelve Points Wealth Management LLC ($12.74K), 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), and Osaic Holdings Inc. ($1.92K).

Institutional investors have sold a total of 63,282 shares in the last 24 months. This volume of shares sold represents approximately $7.28M in transactions.


Related Companies

This page (NYSEARCA:RZV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel