INVESCO S&P SMALLCAP 600 PUR (RZG) Institutional Ownership Changes & 13F Activity
INVESCO S&P SMALLCAP 600 PUR (RZG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Ameriprise Financial Inc, Lpl Financial Llc, Brown Advisory Inc, and Focus Partners Wealth.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | Buy | +209 | +5.2% | 4,219 | $306.70K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +22,971 | — | 22,971 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +3,000 | — | 3,000 | $218.08K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,363 | +33.5% | 5,433 | $387.96K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,275 | +5.1% | 26,127 | $1.90M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -876 | -2.1% | 40,501 | $2.94M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -420 | -4.8% | 8,297 | $603.13K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -363 | -1.5% | 23,480 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -301 | -2.9% | 10,094 | $733.81K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +51 | +1.2% | 4,383 | $319.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,877 | +4.3% | 45,986 | $3.34M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,200 | +79.4% | 2,711 | $197.11K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +605 | +17.1% | 4,138 | $300.81K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +90 | — | 90 | $6.54K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +63 | +18.5% | 404 | $29.38K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +40,657 | — | 40,657 | $2.92M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +2,868 | — | 2,868 | $208.49K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -257 | -7.6% | 3,129 | $227.46K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +93 | +1.6% | 6,014 | $437.15K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Buy | +14 | — | 14 | $1.02K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +12 | — | 12 | $887.00 | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -177 | -1.0% | 16,711 | $1.21M | Q2 2026 | Aug 11, 2026 |
| Horizon Family Wealth, Inc. | Buy | +162 | +0.2% | 84,996 | $6.18M | Q2 2026 | Aug 11, 2026 |
| Pacific Sun Financial Corp | Sell | -1,040 | -10.7% | 8,720 | $633.93K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -4,022 | -3.9% | 99,485 | $7.23M | Q2 2026 | Aug 07, 2026 |
| Twelve Points Wealth Management Llc | Sell | -517 | -1.0% | 49,286 | $3.58M | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | Sell | -396 | -2.2% | 17,525 | $1.27M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -194 | -2.8% | 6,729 | $489.18K | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management Llc | Sell | -122 | -3.0% | 3,946 | $286.88K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -290 | -1.5% | 18,784 | $1.37K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about RZG activity
Which institutional owners are buying RZG?
Institutional owners buying RZG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RZG activity?
"Buy" means an investor increased their reported position in RZG compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SMALLCAP 600 PUR (RZG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RZG increasing?
Institutional interest in RZG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.