Who Owns RZG?
Invesco S&P SmallCap 600 Pure Growth ETF — Institutional Ownership & 13F Holdings
$63.08
-0.49 (-0.78%)
Market Cap
$113.6M
Shares Outstanding
1,639,702
Institutional Holders
51
Total Inst. Value
$30.5M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
13
Closed Positions
4
Increased
15
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Twelve Points Wealth Management LLCNew | $8.0M | 171,485 |
| 2 | MORGAN STANLEY | $3.8M | 81,453 |
| 3 | CITIGROUP INC | $1.8M | 39,480 |
| 4 | IHT Wealth Management, LLC | $1.6M | 34,206 |
| 5 | Horizon Family Wealth, Inc. | $1.4M | 29,663 |
| 6 | Investors Research Corp | $1.2M | 25,044 |
| 7 | BANK OF AMERICA CORP /DE/ | $1.1M | 24,191 |
| 8 | Matrix Trust CoNew | $1.1M | 22,764 |
| 9 | OSAIC HOLDINGS, INC. | $1.0M | 21,838 |
| 10 | Allworth Financial LP | $996K | 21,761 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Twelve Points Wealth Management LLCNew | +171K | $8.0M |
| MORGAN STANLEY | +8K | $3.8M |
| CITIGROUP INC | +9K | $1.8M |
| Horizon Family Wealth, Inc. | +335 | $1.4M |
| Matrix Trust CoNew | +23K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Investors Research Corp | -7K | $1.2M |
| Allworth Financial LP | -4K | $996K |
| IHT Wealth Management, LLC | -2K | $1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | -1K | $1K |
| WELLS FARGO & COMPANY/MN | -794 | $370K |
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Frequently Asked Questions
How many institutional investors hold RZG?
As of Q1 2025, 51 institutional investors report holding RZG (Invesco S&P SmallCap 600 Pure Growth ETF) in their 13F filings.
Which hedge fund owns the most RZG?
The largest institutional holder of RZG is Twelve Points Wealth Management LLC with $8.0M in shares.
Are institutions buying or selling RZG?
This quarter, 13 institutions opened new positions in RZG and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.