Who Owns Invesco S&P SmallCap 600 Pure Growth ETF (RZG)?Hedge Fund & Institutional Holders

$55.58-0.07 (-0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.391500039483e+123T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$41.16$45.85$50.53$55.22$59.90Sep 24Jun 25Mar 26

RZG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+136K+$7.4M
Twelve Points Wealth Management LLCNew Position+50K+$2.8M
Global View Capital Management LLCNew Position+20K+$1.1M
IMC-Chicago, LLCNew Position+20K+$1.1M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+22K+$1.0M
WILLNER & HELLER, LLCNew Position+11K+$616K
Purus Wealth Management, LLCNew Position+9K+$489K
FAS Wealth Partners, Inc.New Position+8K+$427K
Commonwealth Financial Services, LLCNew Position+6K+$336K
American Institute for Advanced Investment Management, LLPNew Position+5K+$293K
INTEGRITY ALLIANCE, LLC.New Position+5K+$256K
Belpointe Asset Management LLCNew Position+4K+$241K
Kaydan Wealth Management, Inc.New Position+4K+$241K
Trilogy Capital Inc.New Position+4K+$231K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+3K+$178K

RZG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AQR CAPITAL MANAGEMENT LLCDecreased-2K-$2.1B
IHT Wealth Management, LLCClosed Position-33K-$1.8B
BANK OF AMERICA CORP /DE/Decreased-536-$1.3B
Allworth Financial LPDecreased-562-$997.0M
Investors Research CorpDecreased-362-$783.7M
UBS Group AGDecreased-9K-$674.1M
PACIFIC SUN FINANCIAL CORPDecreased-810-$592.7M
RAYMOND JAMES FINANCIAL INCDecreased-122-$547.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$494.6M
WELLS FARGO & COMPANY/MNDecreased-904-$416.3M
Cetera Investment AdvisersDecreased-449-$303.2M
Lion Street Advisors, LLCClosed Position-1K-$207.4M
FIFTH THIRD BANCORPDecreased-89-$171.9M
Sunbelt Securities, Inc.Closed Position-410-$22.3M
PRINCIPAL SECURITIES, INC.Closed Position-177-$9.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CWM, LLC135,915$7.4M0.02%Share
2LPL Financial LLC106,120$5.0M0.00%Share
3Horizon Family Wealth, Inc.72,604$3.9M2.10%Share
4MORGAN STANLEY58,204$3.0M0.00%Share
5Twelve Points Wealth Management LLC50,000$2.8M0.64%Share
6AQR CAPITAL MANAGEMENT LLC37,212$2.0M0.00%Share
7Farther Finance Advisors, LLC22,170$1.2M0.01%Share
8Global View Capital Management LLC19,949$1.1M0.20%Share
9IMC-Chicago, LLC19,853$1.1M0.00%Share
10Berger Financial Group, Inc18,815$1.0M0.06%Share
11Cambridge Investment Research Advisors, Inc.19,175$1.0M0.00%Share
12COMMONWEALTH EQUITY SERVICES, LLC22,236$1.0M0.00%Share
13OSAIC HOLDINGS, INC.23,190$1.0M0.00%Share
14Allworth Financial LP17,760$965K0.00%Share
15Investors Research Corp14,039$763K0.14%Share
16WILLNER & HELLER, LLC11,332$616K0.44%Share
17PACIFIC SUN FINANCIAL CORP10,080$548K0.26%Share
18Purus Wealth Management, LLC9,005$489K0.15%Share
19FAS Wealth Partners, Inc.7,865$427K0.03%Share
20Commonwealth Financial Services, LLC6,192$336K0.06%Share
21American Institute for Advanced Investment Management, LLP5,391$293K0.19%Share
22INTEGRITY ALLIANCE, LLC.4,721$256K0.01%Share
23Kaydan Wealth Management, Inc.4,445$241K0.07%Share
24Belpointe Asset Management LLC4,436$241K0.01%Share
25Trilogy Capital Inc.4,262$231K0.01%Share
26HARBOUR INVESTMENTS, INC.3,648$198K0.00%Share
27UBS Group AG3,533$192K0.00%Share
28FLAGSHIP HARBOR ADVISORS, LLC3,277$178K0.01%Share
29FIFTH THIRD BANCORP3,070$166K0.00%Share
30Heritage Trust Co2,649$144K0.01%Share
31Heritage Trust Co2,646$143K0.01%Share
32Collier Financial1,117$60K0.05%Share
33TRUST CO OF TOLEDO NA /OH/975$53K0.01%Share
34Sound Income Strategies, LLC909$52K0.00%Share
35Capital Investment Advisory Services, LLC750$40K0.00%Share
36Key FInancial Inc687$37K0.01%Share
37ASSETMARK, INC555$30K0.00%Share
38Geneos Wealth Management Inc.285$15K0.00%Share
39Rossby Financial, LCC222$12K0.00%Share
40UBS Group AG63$3K0.00%Share
41ROYAL BANK OF CANADA3,582$00.00%Share
42BARTLETT & CO. WEALTH MANAGEMENT LLC1$00.00%Share
43BANK OF AMERICA CORP /DE/285$00.00%Share
44BANK OF AMERICA CORP /DE/11,989$00.00%Share
45BANK OF AMERICA CORP /DE/11,742$00.00%Share
46JONES FINANCIAL COMPANIES LLLP2,802$00.00%Share
47AMERIPRISE FINANCIAL INC3,829$00.00%Share
48OSAIC HOLDINGS, INC.701$00.00%Share
49RAYMOND JAMES FINANCIAL INC3,541$00.00%Share
50ENVESTNET ASSET MANAGEMENT INC6,272$00.00%Share

RZG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202557$38.3M+24
Q3 202533$24.7B-18
Q2 202551$27.5B+0
Q1 202551$36.5B+9
Q4 202442$335.3B+3
Q3 202439$16.7T+1
Q2 202438$13.8T+6
Q1 202432$13.5T—

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As of Q4 2025, 50 institutional investors hold RZG (Invesco S&P SmallCap 600 Pure Growth ETF). The largest holder is CWM, LLC with $7.4M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own RZG?

As of Q4 2025, 50 institutional investors report holding RZG (Invesco S&P SmallCap 600 Pure Growth ETF) in their 13F filings.

Who is the largest institutional holder of RZG?

The largest institutional holder of RZG is CWM, LLC with $7.4M in shares.

Is institutional ownership of RZG increasing or decreasing?

This quarter, 15 institutions opened new positions in RZG and 5 closed their positions.