Invesco S&P SmallCap 600 Revenue ETF
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
28% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 60
7% more funds holding
Funds holding: 179 [Q3] → 192 (+13) [Q4]
6% more capital invested
Capital invested by funds: $931M [Q3] → $983M (+$51.9M) [Q4]
0.35% less ownership
Funds ownership: 56.55% [Q3] → 56.2% (-0.35%) [Q4]
38% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 5 (-3) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for RWJ.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
RWJ: Value-Heavy But With Low Quality, Worth Avoiding
The S&P SmallCap 600 Revenue-Weighted Index is at the crux of RWJ's strategy. RWJ's performance this year has been dismal, as the low quality of its portfolio has likely been the main detractor, and the value factor has failed to bolster it. Focused on the consumer discretionary sector, RWJ remains value-heavy but quality-light, a questionable proposition.
Neutral
Zacks Investment Research
1 month ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Launched on 02/22/2008, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Neutral
Zacks Investment Research
3 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco S&P SmallCap 600 Revenue ETF (RWJ), a passively managed exchange traded fund launched on 02/22/2008.
Negative
Seeking Alpha
4 months ago
RWJ: A Revenue-Weighted ETF Offering Low Valuations With A Strong Track Record
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) outperforms peers by weighting stocks based on revenue, while offering lower valuations. RWJ's sector allocation is distinct, with overweight positions in consumer discretionary and industrials, contributing to its strong capital gains and elevated growth profile. Despite high volatility, RWJ's Sharpe ratio is the highest among peers, indicating strong adjusted returns.
Positive
Seeking Alpha
4 months ago
RWJ: Simple And Effective Small-Cap Strategy
Invesco S&P SmallCap 600 Revenue ETF holds S&P 600 stocks weighted based on 12-month revenues. The RWJ ETF is well-diversified, with a focus on consumer discretionary, and combines good valuation and growth metrics. RWJ has outperformed its parent index, S&P 600, since 2008, and numerous competitors over the last 5 years.
Neutral
Zacks Investment Research
5 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco S&P SmallCap 600 Revenue ETF (RWJ), a passively managed exchange traded fund launched on 02/22/2008.
Neutral
Zacks Investment Research
7 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Launched on 02/22/2008, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Negative
Seeking Alpha
8 months ago
RWJ: Revenue-Weighted Small Caps Offer A Strong IRR Potential Of Over 12%
Invesco S&P SmallCap 600 Revenue ETF invests in the S&P SmallCap 600 Revenue-Weighted index, with $1.57 billion in assets and 598 holdings. RWJ portfolio is well-diversified, with top sectors in consumer cyclical, industrial, financial services, and technology. Valuation indicates potential for over 12% IRR, but high beta and economic risks may lead to relative underperformance compared to mega-cap stocks in an ill-timed scenario.
Neutral
Zacks Investment Research
9 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund launched on 02/22/2008.
Neutral
Zacks Investment Research
11 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) was launched on 02/22/2008, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
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