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Invesco S&P SmallCap 600 Revenue ETF
RWJ

58 hedge funds and large institutions have $255M invested in Invesco S&P SmallCap 600 Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

5.74% more ownership

Funds ownership: 141.55% → 147.29% (+5.7%)

6% more capital invested

Capital invested by funds: $241M → $255M (+$13.5M)

0% more funds holding

Funds holding: 58 → 58 (0)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
21
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$5.92M
2
Wells Fargo
Wells Fargo
California
+$3.91M
3
PAG
Private Advisor Group
New Jersey
+$2.12M
4
Ameriprise
Ameriprise
Minnesota
+$2.04M
5
FFW
Fusion Family Wealth
New York
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.03M
2
Bank of America
Bank of America
North Carolina
-$803K
3
Morgan Stanley
Morgan Stanley
New York
-$725K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$419K
5
JP Morgan Chase
JP Morgan Chase
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$869K -$342K -13,428 -28%
KA
27
Klingman & Associates
New York
$846K – – –
VR
28
Viridian RIA
Washington
$782K +$37.8K +1,485 +5%
CAN
29
Cetera Advisor Networks
California
$774K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$744K -$37.6K -1,476 -5%
Stifel Financial
31
Stifel Financial
Missouri
$533K +$194K +7,638 +56%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$506K -$20K -786 -4%
SWP
33
Stratos Wealth Partners
Ohio
$407K +$42.1K +1,653 +11%
Citigroup
34
Citigroup
New York
$374K +$113K +4,437 +42%
FNBT
35
FineMark National Bank & Trust
Florida
$347K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$327K +$92.8K +3,645 +39%
CA
37
Cetera Advisors
Colorado
$221K +$223K +8,742 New
SI
38
Stephens Inc
Arkansas
$203K +$206K +8,094 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$46K +1,809 +30%
HI
40
Hudock Inc
Pennsylvania
$114K – – –
FFC
41
First Financial Corp
Indiana
$93K – – –
US Bancorp
42
US Bancorp
Minnesota
$69K – – –
BWP
43
Baldwin Wealth Partners
Massachusetts
$66K – – –
KTC
44
Kistler-Tiffany Companies
Pennsylvania
$60K – – –
CFN
45
Cordasco Financial Network
Florida
$54K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$38K – – –
CFD
47
Creative Financial Designs
Indiana
$34K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$28K -$15.3K -600 -36%
AIM
49
Anchor Investment Management
South Carolina
$19.5K – – –
AC
50
Arjuna Capital
North Carolina
$19K – – –
1
2
3

RWJ Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2018, worth a combined $255M — up 5.6% from $241M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RWJ positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $5.92M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.03M.

  • 58 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $255M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2018, up 5.6% quarter-over-quarter.
  • 3 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2018 was Cornerstone Wealth Management, an estimated $5.92M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2018.