We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

62 hedge funds and large institutions have $115M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $105M → $115M (+$10.1M)

7.7% more ownership

Funds ownership: 152.69% → 160.39% (+7.7%)

3% more funds holding

Funds holding: 60 → 62 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$2.85M
2
FFW
Fusion Family Wealth
New York
+$2.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M
4
AAS
Avantax Advisory Services
Texas
+$467K
5
PAG
Private Advisor Group
New Jersey
+$154K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.87M
2
Morgan Stanley
Morgan Stanley
New York
-$1.15M
3
Wells Fargo
Wells Fargo
California
-$814K
4
Citadel Advisors
Citadel Advisors
Florida
-$569K
5
RCA
Resonant Capital Advisors
Wisconsin
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$537K -$126K -6,291 -19%
SPIA
27
Steward Partners Investment Advisory
New York
$441K -$60.1K -3,000 -12%
CA
28
Claro Advisors
Massachusetts
$422K +$601 +30 +0.1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$352K – – –
CPO
30
Cerity Partners OCIO
New York
$324K -$4.14K -207 -1%
RCA
31
Resonant Capital Advisors
Wisconsin
$284K -$521K -26,010 -65%
US Bancorp
32
US Bancorp
Minnesota
$241K +$13.9K +696 +6%
HA
33
HYA Advisors
Missouri
$224K – – –
Stifel Financial
34
Stifel Financial
Missouri
$212K -$13.3K -666 -6%
SAM
35
S.A. Mason
Michigan
$172K – – –
Citigroup
36
Citigroup
New York
$164K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$153K +$601 +30 +0.4%
HI
38
Hudock Inc
Pennsylvania
$68K +$120 +6 +0.2%
PFA
39
Professional Financial Advisors
Nebraska
$68K +$66.4K +3,318 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$62K -$50.2K -2,505 -44%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$58K +$1.86K +93 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$50K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$48K +$48.1K +2,400 New
CFA
44
Carroll Financial Associates
North Carolina
$46K -$5.53K -276 -11%
BWP
45
Baldwin Wealth Partners
Massachusetts
$43K – – –
NNP
46
Nachman Norwood & Parrott
South Carolina
$43K +$43.6K +2,175 New
KTC
47
Kistler-Tiffany Companies
Pennsylvania
$29K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$26K +$2.4K +120 +10%
HPC
49
HM Payson & Co
Maine
$25K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$16K – – –
1
2
3

RWJ Hedge Fund Activity: Q3 2020 in Review

62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2020, worth a combined $115M — up 9.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RWJ positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $2.85M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 62 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2020, up from 60 in Q2 2020.
  • Funds reported $115M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2020 was Buckingham Strategic Wealth, an estimated $2.85M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2020.