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Invesco S&P SmallCap 600 Revenue ETF
RWJ

101 hedge funds and large institutions have $359M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

59% more capital invested

Capital invested by funds: $225M → $359M (+$134M)

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

16% more funds holding

Funds holding: 87 → 101 (+14)

9.28% more ownership

Funds ownership: 141.73% → 151.02% (+9.3%)

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
35
Reduced
22
Closed
8
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$97K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.6M
2
EWP
Engrave Wealth Partners
Texas
+$15.7M
3
PS
Portfolio Strategies
New York
+$13.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.4M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$9.23M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.7M
2
FFW
Fusion Family Wealth
New York
-$2.61M
3
FTUS
Flow Traders U.S.
New York
-$1.13M
4
UBS Group
UBS Group
Switzerland
-$643K
5
Jane Street
Jane Street
New York
-$468K
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$2.98M +$1.63M +41,199 +125%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.55M +$170K +4,287 +7%
SWM
28
Spire Wealth Management
Virginia
$2.46M +$2.42M +61,275 New
LFAS
29
Level Four Advisory Services
Texas
$2.14M +$2.11M +53,325 New
VA
30
Valmark Advisers
Ohio
$2.08M +$2.05M +51,783 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.83M +$102K +2,592 +6%
BSW
32
Buckingham Strategic Wealth
Missouri
$1.71M -$230K -5,823 -12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.52M -$3.7M -93,474 -71%
BCM
34
Breiter Capital Management
Florida
$1.36M +$1.34M +33,954 New
CAN
35
Cetera Advisor Networks
California
$1.33M +$72.4K +1,830 +6%
SG
36
StoneX Group
New York
$1.32M +$347K +8,769 +37%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.25M +$869K +21,978 +242%
FAIM
38
Financial Advocates Investment Management
Washington
$1.19M +$30.4K +768 +3%
NFG
39
Nations Financial Group
Iowa
$1.18M – – –
KA
40
Klingman & Associates
New York
$1.17M -$10.7K -270 -0.9%
VR
41
Viridian RIA
Washington
$1.05M – – –
BA
42
Bridge Advisory
California
$1.01M +$748K +18,918 +301%
MML Investors Services
43
MML Investors Services
Massachusetts
$977K +$685K +17,328 +247%
AAS
44
Avantax Advisory Services
Texas
$967K -$67.9K -1,716 -7%
PFA
45
Paradigm Financial Advisors
Missouri
$841K -$154K -3,882 -16%
SPIA
46
Steward Partners Investment Advisory
New York
$840K -$18.5K -468 -2%
Ameriprise
47
Ameriprise
Minnesota
$832K +$526K +13,311 +179%
PMG
48
ProVise Management Group
Florida
$757K +$745K +18,843 New
SIA
49
SkyView Investment Advisors
New Jersey
$746K – – –
CF
50
Centaurus Financial
California
$675K -$25.6K -648 -4%
1
2
3 4 5

RWJ Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2021, worth a combined $359M — up 59% from $225M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWJ positions and 8 closed out — a net gain of 16 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.6M. The largest seller was Royal Bank of Canada, cutting an estimated $3.7M.

  • 101 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2021, up from 87 in Q1 2021.
  • Funds reported $359M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2021, up 59% quarter-over-quarter.
  • 24 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2021 and 8 closed out, a net change of +16 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2021 was Morgan Stanley, an estimated $17.6M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $3.7M sold.

Based on aggregated 13F filings for Q2 2021.