We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

28% more capital invested

Capital invested by funds: $422M → $539M (+$117M)

5% more funds holding

Funds holding: 130 → 137 (+7)

0.93% more ownership

Funds ownership: 169.97% → 170.9% (+0.93%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
21
Increased
57
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.8M
2
Wells Fargo
Wells Fargo
California
+$9.79M
3
Mariner
Mariner
Kansas
+$8.9M
4
CAN
Cetera Advisor Networks
California
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
CPC
Consolidated Planning Corp
Georgia
-$3.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.27M
3
SPC
Sigma Planning Corp
Michigan
-$2.1M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.1M
5
IA
IFP Advisors
Florida
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.9M – – –
AI
27
Atria Investments
North Carolina
$2.87M +$1.51M +41,628 +111%
IA
28
IFP Advisors
Florida
$2.81M -$880K -24,225 -15%
HI
29
Harbour Investments
Wisconsin
$2.71M +$1.07M +29,406 +65%
IGWM
30
ICA Group Wealth Management
Colorado
$2.67M +$2.68M +73,830 New
JIR
31
James Investment Research
Ohio
$2.61M +$2.47M +67,998 +1,610%
SWA
32
Stratos Wealth Advisors
Ohio
$2.61M +$169K +4,665 +7%
SPC
33
Sigma Planning Corp
Michigan
$2.54M -$2.1M -57,861 -45%
NA
34
NewEdge Advisors
Louisiana
$2.5M +$275K +7,560 +12%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.45M +$1.39M +38,166 +130%
IA
36
IFG Advisory
Georgia
$2.23M -$13.3K -366 -0.6%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$2.14M -$58K -1,596 -3%
AAS
38
Avantax Advisory Services
Texas
$2.1M +$252K +6,939 +14%
FEM
39
Fulcrum Equity Management
Texas
$1.89M -$107K -2,949 -5%
SWP
40
Stratos Wealth Partners
Ohio
$1.79M +$1.8M +49,464 New
KTC
41
Kistler-Tiffany Companies
Pennsylvania
$1.73M +$135K +3,726 +8%
VC
42
Vicus Capital
Pennsylvania
$1.65M +$310K +8,523 +23%
BA
43
Bridge Advisory
California
$1.5M -$237K -6,522 -14%
PSF
44
Pacific Sun Financial
California
$1.48M -$54.5K -1,500 -4%
JWM
45
Jackson Wealth Management
Florida
$1.4M +$1.41M +38,748 New
FAIM
46
Financial Advocates Investment Management
Washington
$1.39M +$80.6K +2,217 +6%
OFS
47
OneAscent Financial Services
Alabama
$1.34M -$3.92K -108 -0.3%
BSW
48
Buckingham Strategic Wealth
Missouri
$1.3M -$54.1K -1,488 -4%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.3M +$103K +2,826 +9%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.2M -$148K -4,074 -11%
1
2
3 4 5

RWJ Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2022, worth a combined $539M — up 28% from $422M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RWJ positions and 12 closed out — a net gain of 9 holders — while 57 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.8M. The largest seller was Consolidated Planning Corp, cutting an estimated $3.45M.

  • 137 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $539M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 21 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2022 and 12 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2022 was LPL Financial, an estimated $14.8M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2022 was Consolidated Planning Corp, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.