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 1.04 Million 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
|
Feb 04, 2025 Q4 2024 |
150,717
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
128,620
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
73,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 56.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
35,877
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
31,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
30,387
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 384.87%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
29,328
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,442
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
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 |
Feb 14, 2025 Q4 2024 |
24,976
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
22,098
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
21,821
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
20,008
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 60.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
18,837
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
18,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
15,380
shares
|
$0
0.13% of portfolio
|
Q4 2024
Added 583.25%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,115
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
8,718
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
8,197
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
7,846
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,375
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.87%
|