Who owns RZV?
Invesco S&P SmallCap 600 Pure Value ETF · Invesco
73 institutions reported holding RZV, worth $137.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RZV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Systematic Alpha Investments, LLC | Princeton, NJ | $45.7M | 306,488 | No change |
| LPL Financial LLC | Fort Mill, SC | $11.6M | 77,582 | −7,779 shares |
| Armbruster Capital Management, Inc. | Pittsford, NY | $9.5M | 63,762 | −2,341 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $7.8M | 52,341 | +478 shares |
| Theory Financial LLC | Fort Collins, CO | $5.9M | 39,779 | +1,998 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.6M | 37,792 | +108 shares |
| Bank of America Corp. | Charlotte, NC | $4.8M | 32,045 | −260 shares |
| Morgan Stanley | New York, NY | $3.3M | 22,233 | +2,792 shares |
| Stifel Financial Corp. | St. Louis, MO | $3.1M | 20,642 | −35 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.7M | 17,955 | +553 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: RZV vs SIXS, RZV vs RFV, RZV vs MGMT, RZV vs SVAL.
Frequently asked questions
Who owns RZV?
73 institutional managers reported holding RZV in Form 13F filings for June 30, 2026, worth $137.3M in total. The largest reported position was held by Systematic Alpha Investments, LLC, at $45.7M.
Did institutions buy or sell RZV last quarter?
Reported 13F value rose 22.1% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RZV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.