Invesco S&P SmallCap 600 Revenue ETF
60 hedge funds and large institutions have $287M invested in Invesco S&P SmallCap 600 Revenue ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 11
8% more capital invested
Capital invested by funds: $266M → $287M (+$20.5M)
0.48% more ownership
Funds ownership: 154.81% → 155.29% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 63 → 60 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SII Investments
Appleton,
Wisconsin
|
+$8.14M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.9M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$1.95M |
| 4 |
Jane Street
New York
|
+$1.61M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.49M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.48M |
| 3 |
TA
Tiedemann Advisors
New York
|
-$863K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$637K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$325K |
RWJ Hedge Fund Activity: Q2 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2017, worth a combined $287M — up 7.7% from $266M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RWJ and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 33 added.
The largest buyer was SII Investments, adding an estimated $8.14M. The largest seller was IFP Advisors, cutting an estimated $1.49M.
- 60 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2017, down from 63 in Q1 2017.
- Funds reported $287M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2017, up 7.7% quarter-over-quarter.
- 3 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2017 and 6 closed out, a net change of -3 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2017 was SII Investments, an estimated $8.14M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2017 was IFP Advisors, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2017.