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 57 institutions that hold shares in the stock, with a total of 982,487 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 |
|---|---|---|---|---|---|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
163,961
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
153,625
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
135,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
77,076
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
46,941
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,868
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
31,868
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
26,662
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
25,415
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
24,967
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
22,098
shares
|
$0
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,863
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
18,914
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
18,309
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
15,380
shares
|
$0
0.13% of portfolio
|
Q4 2024
Added 583.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,442
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 168.26%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,295
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
11,291
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,818
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,737
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
7,711
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,308
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,618
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,492
shares
|
$0
0.06% of portfolio
|
Q4 2023
Reduced 13.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,322
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.13%
|