RZG

Invesco S&p Smallcap 600 Pur

+$1.2M

Net Activity

Institutions Holding

56

Popularity Rank

#5712

Avg Weight

0.09%

Total Value

$46.1M

Ownership Trend

56 institutions currently hold RZG, with 19 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

19

Key Holders

Key Holders

Top 5 by Value

CL
Cwm, LLC
$7.1M
LF
LPL Financial LLC
$5.9M
HF
Horizon Family Wealth, Inc.
$4.8M
TP
Twelve Points Wealth Management LLC
$2.8M
MS
Morgan Stanley
$2.5M

Top 5 by Conviction

HF
Horizon Family Wealth, Inc.
2.55%
TP
Twelve Points Wealth Management LLC
0.62%
W&
Willner & Heller, LLC
0.48%
PS
Pacific Sun Financial Corp
0.27%
AI
American Institute for Advanced Investment Management, LLP
0.20%
View all 56 holding institutions

Quarterly Activity

Recent Activity

+$16.6M

Total Buy Value

$32.1M

Total Sell Value

New buy5
Trim21
Add14
Sold out6

19

Net Buyers

27

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P SMALLCAP 600 PUR (RZG)?
Major stakeholders currently include Cwm, LLC ($7.1M), LPL Financial LLC ($5.9M), Horizon Family Wealth, Inc. ($4.8M). Based on the latest 13F filings, there are a total of 56 tracked investment funds and institutions maintaining positions in RZG.
What is the overall institutional sentiment toward RZG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.2M, driven by 19 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their RZG positions?
In the latest period, 21 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $32.1M.
Are there any notable investors adding RZG to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 14 existing holders added to their shares. The total reported buy value for the quarter amounted to $16.6M.

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