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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
7,856
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
6,192
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
5,481
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
5,295
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,295
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
4,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
4,800
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,445
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,304
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,220
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,091
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,713
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
1,117
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 217.46%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
792
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
687
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
555
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 48.81%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
285
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 200.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
222
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
177
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 50.42%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
133
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.76%
|