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 56 institutions that hold shares in the stock, with a total of 890,714 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
|
Jul 25, 2025 Q2 2025 |
150,986
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
126,349
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
41,267
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
36,873
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
33,992
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
26,905
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,033
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
23,530
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,276
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 65.95%
|
|
|
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%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
21,767
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,297
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
20,100
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,987
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
18,816
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
15,342
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
11,311
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
11,180
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,088
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
9,004
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,591
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
8,154
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,922
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|