Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO FD TR S&P SMALLCAP 600.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6K+ 72.82% |
N/A
|
34.6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.09K+ 29.92% |
N/A
|
39.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.16K+ 11.14% |
N/A
|
81.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.52K+ 4.59% |
N/A
|
171K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
7.38K+ 48.01% |
N/A
|
22.8K
$0
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.72K+ 1260.68% |
N/A
|
4.01K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44KNew |
N/A
|
2.44K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
964+ 0.64% |
N/A
|
152K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
960+ 11.71% |
N/A
|
9.16K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
685+ 217.46% |
N/A
|
1K
$0
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
335+ 1.14% |
N/A
|
29.7K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
222New |
N/A
|
222
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
207+ 2.81% |
N/A
|
7.58K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180+ 101.69% |
N/A
|
357
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
47+ 16.26% |
N/A
|
336
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41+ 0.03% |
N/A
|
129K
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
N/A
|
30
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17+ 0.08% |
N/A
|
21.8K
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16+ 0.37% |
N/A
|
4.3K
$0
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.08% |
N/A
|
11.3K
$0
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.06% |
N/A
|
7.85K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24- 2.94% |
N/A
|
792
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28- 0.85% |
N/A
|
3.25K
$0
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-100- 1.02% |
N/A
|
9.72K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.24% |
N/A
|
12K
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-194- 4.28% |
N/A
|
4.34K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-299- 1.63% |
N/A
|
18K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-326- 5.98% |
N/A
|
5.12K
$0
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-432- 2.29% |
N/A
|
18.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-541- 49.36% |
N/A
|
555
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-785- 3.14% |
N/A
|
24.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-794- 9.11% |
N/A
|
7.92K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.05K- 3.82% |
N/A
|
26.4K
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.3K- 32.29% |
N/A
|
2.72K
$0
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 4.66% |
N/A
|
34.2K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.65K- 14.38% |
N/A
|
21.8K
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-6.66K- 21.0% |
N/A
|
25K
$0
|