We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF

70 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more capital invested

Capital invested by funds: $115M → $157M (+$42.8M)

14.19% more ownership

Funds ownership: 160.39%174.58% (+14%)

13% more funds holding

Funds holding: 6270 (+8)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
17
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Claro Advisors
Massachusetts
$575K +$650 +27 +0.1%
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$461K +$410K +17,040 New
CPO
28
Cerity Partners OCIO
New York
$441K +$144 +6 +0%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$428K -$2.86M -119,004 -88%
Stifel Financial
30
Stifel Financial
Missouri
$427K +$123K +5,118 +48%
Truist Financial
31
Truist Financial
North Carolina
$413K +$368K +15,288 New
AFP
32
Ausdal Financial Partners
Iowa
$379K +$338K +14,031 New
RCA
33
Resonant Capital Advisors
Wisconsin
$375K -$10.3K -426 -3%
US Bancorp
34
US Bancorp
Minnesota
$370K +$37.3K +1,548 +13%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$331K +$219K +9,099 +290%
MCC
36
Money Concepts Capital
Florida
$328K +$292K +12,132 New
HA
37
HYA Advisors
Missouri
$304K
Citadel Advisors
38
Citadel Advisors
Florida
$293K -$987K -41,004 -79%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$267K -$190K -7,884 -44%
DAS
40
Dynamic Advisor Solutions
Arizona
$260K +$231K +9,606 New
CAN
41
Cetera Advisor Networks
California
$245K +$218K +9,060 New
Citigroup
42
Citigroup
New York
$243K +$17.7K +735 +9%
KAS
43
Kestra Advisory Services
Texas
$243K +$216K +8,976 New
SAM
44
S.A. Mason
Michigan
$234K
SWP
45
Summit Wealth Partners
Florida
$219K +$195K +8,115 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$217 +9 +0.1%
TF
47
Tompkins Financial
New York
$202K -$5.28M -219,273 -97%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$201K +$179K +7,437 New
HI
49
Hudock Inc
Pennsylvania
$93K +$144 +6 +0.2%
PFA
50
Professional Financial Advisors
Nebraska
$90K

RWJ Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2020, worth a combined $157M — up 37% from $115M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RWJ positions and 3 closed out — a net gain of 9 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $3.76M. The largest seller was Tompkins Financial, cutting an estimated $5.28M.

  • 70 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $157M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2020, up 37% quarter-over-quarter.
  • 12 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2020 and 3 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2020 was Bank of America, an estimated $3.76M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2020 was Tompkins Financial, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2020.