Institutional Ownership Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information about the institutional ownership of Invesco Fd Tr S&P Smallcap 600 (RZG). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 942,205 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
151,681
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
128,661
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
81,453
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
77,076
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
50,297
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 70.67%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
39,480
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.92%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
34,577
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,206
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
29,663
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
26,395
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
24,191
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22,098
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 804.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
21,838
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
21,761
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
18,816
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,041
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
15,342
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,423
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
11,965
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
11,311
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,718
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,157
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,924
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,851
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,687
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|