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Invesco S&P SmallCap 600 Revenue ETF
RWJ

121 hedge funds and large institutions have $395M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

16% more funds holding

Funds holding: 104 → 121 (+17)

12% more capital invested

Capital invested by funds: $354M → $395M (+$41.1M)

3.02% less ownership

Funds ownership: 166.66% → 163.64% (-3%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
50
Reduced
26
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$175K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.42M
2
LPL Financial
LPL Financial
California
+$4.45M
3
Morgan Stanley
Morgan Stanley
New York
+$4.32M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.01M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$10.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
-$6.67M
3
PCMM
Piedmont Capital Management (Montana)
Montana
-$4.98M
4
FFW
Fusion Family Wealth
New York
-$3.62M
5
Truist Financial
Truist Financial
North Carolina
-$2.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$2.78M -$234K -5,721 -8%
FTUS
27
Flow Traders U.S.
New York
$2.76M +$2.34M +57,192 +564%
MTWM
28
Masso Torrence Wealth Management
New Jersey
$2.28M +$2.27M +55,530 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.1M +$1.09M +26,670 +109%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.85M +$3.43K +84 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$1.82M +$1.48M +36,321 +452%
PSF
32
Pacific Sun Financial
California
$1.71M +$19.6K +480 +1%
CAN
33
Cetera Advisor Networks
California
$1.64M +$199K +4,863 +14%
HI
34
Harbour Investments
Wisconsin
$1.63M -$289K -7,077 -15%
AI
35
Atria Investments
North Carolina
$1.6M +$319K +7,812 +25%
BSW
36
Buckingham Strategic Wealth
Missouri
$1.59M -$151K -3,693 -9%
GIA
37
Gladstone Institutional Advisory
Florida
$1.47M +$351K +8,592 +32%
FAIM
38
Financial Advocates Investment Management
Washington
$1.4M +$176K +4,305 +14%
BA
39
Bridge Advisory
California
$1.4M +$85.3K +2,088 +7%
BC
40
Bowman & Company
Wisconsin
$1.31M +$1.3M +31,917 New
MML Investors Services
41
MML Investors Services
Massachusetts
$1.27M -$228K -5,574 -15%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.25M +$1.25M +30,540 New
AFP
43
Ausdal Financial Partners
Iowa
$1.23M +$180K +4,413 +17%
TRCT
44
Tower Research Capital (TRC)
New York
$1.22M +$1.21M +29,685 New
KA
45
Klingman & Associates
New York
$1.2M – – –
NFG
46
Nations Financial Group
Iowa
$1.17M -$43.4K -1,062 -4%
AAS
47
Avantax Advisory Services
Texas
$1.06M +$26.8K +657 +3%
VR
48
Viridian RIA
Washington
$979K +$974K +23,844 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$879K +$340K +8,328 +64%
SPIA
50
Steward Partners Investment Advisory
New York
$858K – – –
1
2
3 4 5

RWJ Hedge Fund Activity: Q4 2021 in Review

121 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2021, worth a combined $395M — up 12% from $354M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new RWJ positions and 8 closed out — a net gain of 18 holders — while 50 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $6.42M. The largest seller was Private Advisor Group, cutting an estimated $10.2M.

  • 121 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2021, up from 104 in Q3 2021.
  • Funds reported $395M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 26 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2021 and 8 closed out, a net change of +18 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2021 was Bank of America, an estimated $6.42M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2021 was Private Advisor Group, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.