Renaissance Technologies’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Renaissance Technologies’s Portfolio RWJ Stock Details RWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,900	Closed	-$1.54M	–	3838
2025 Q1	$1.54M	Buy	37,900 +31,604	+502%	+$1.41M	﹤0.01%	2149
2024 Q4	$288K	Buy	+6,296	New	+$294K	﹤0.01%	3054
2024 Q3	–	Sell	-6,300	Closed	-$252K	–	3830
2024 Q2	$252K	Buy	+6,300	New	+$257K	﹤0.01%	2975
2023 Q4	–	Sell	-8,300	Closed	-$302K	–	4072
2023 Q3	$302K	Buy	+8,300	New	+$319K	﹤0.01%	2931
2023 Q1	–	Sell	-6,600	Closed	-$239K	–	4326
2022 Q4	$239K	Sell	6,600 -9,600	-59%	-$349K	﹤0.01%	3339
2022 Q3	$519K	Buy	+16,200	New	+$587K	﹤0.01%	2913
2022 Q2	–	Sell	-7,200	Closed	-$288K	–	4520
2022 Q1	$288K	Sell	7,200 -9,900	-58%	-$395K	﹤0.01%	3485
2021 Q4	$702K	Buy	17,100 +5,700	+50%	+$233K	﹤0.01%	2908
2021 Q3	$444K	Buy	+11,400	New	+$441K	﹤0.01%	2929

Other funds holding RWJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies's RWJ Position: Q2 2025 in Review

Renaissance Technologies sold out of Invesco S&P SmallCap 600 Revenue ETF (RWJ) in Q2 2025, closing a stake of 37,900 shares — an estimated $1.54M sold.

Renaissance Technologies first reported a position in RWJ in Q3 2021 and held it in 9 quarters. The position peaked at $1.54M in Q1 2025. 182 funds tracked by Wall St. Rank hold RWJ as of Q2 2025.

Renaissance Technologies reported no remaining Invesco S&P SmallCap 600 Revenue ETF position as of Q2 2025 after selling out during the quarter.
Renaissance Technologies sold 37,900 Invesco S&P SmallCap 600 Revenue ETF shares in Q2 2025, an estimated $1.54M.
Renaissance Technologies first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q3 2021 and held it in 9 quarters.
Renaissance Technologies's Invesco S&P SmallCap 600 Revenue ETF position peaked at $1.54M in Q1 2025.
182 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.