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Invesco S&P SmallCap 600 Revenue ETF
RWJ

144 hedge funds and large institutions have $693M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

14% more capital invested

Capital invested by funds: $607M → $693M (+$85.4M)

4% more funds holding

Funds holding: 139 → 144 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.97% less ownership

Funds ownership: 164.72% → 163.75% (-0.97%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.75M

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
59
Reduced
43
Closed
16
Calls
–
Puts
$1.75M
Net Calls
-$1.75M
Net Calls Change
-$1.5M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$18.9M
2
DWP
Destiny Wealth Partners
Florida
+$7.47M
3
CPC
Consolidated Planning Corp
Georgia
+$6.72M
4
Stifel Financial
Stifel Financial
Missouri
+$5.94M
5
GW
GW & Wade
Massachusetts
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
OBWG
Onyx Bridge Wealth Group
New York
-$8.38M
2
Ameriprise
Ameriprise
Minnesota
-$6.52M
3
Jane Street
Jane Street
New York
-$3.21M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.82M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$4.57M +$1.29M +35,442 +41%
DWP
27
Destiny Wealth Partners
Florida
$3.96M +$7.47M +204,534 +212%
GIA
28
Gladstone Institutional Advisory
Florida
$3.71M -$278K -7,623 -7%
IGWM
29
ICA Group Wealth Management
Colorado
$3.3M +$155K +4,248 +5%
AI
30
Atria Investments
North Carolina
$3.12M +$112K +3,063 +4%
AAS
31
Avantax Advisory Services
Texas
$3.03M +$471K +12,900 +19%
OFS
32
OneAscent Financial Services
Alabama
$3.02M +$38.6K +1,056 +1%
NA
33
NewEdge Advisors
Louisiana
$2.9M -$123K -3,357 -4%
IA
34
IFP Advisors
Florida
$2.53M +$742K +20,319 +44%
SPC
35
Sigma Planning Corp
Michigan
$2.49M -$406K -11,124 -14%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.49M +$912K +24,957 +61%
MTWM
37
Masso Torrence Wealth Management
New Jersey
$2.35M -$354K -9,699 -13%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.29M +$2.21M +60,600 New
IA
39
IFG Advisory
Georgia
$2.25M -$104K -2,844 -5%
TAM
40
Titleist Asset Management
Texas
$2.25M +$1.78M +48,864 +462%
SWP
41
Stratos Wealth Partners
Ohio
$2.15M +$66.7K +1,827 +3%
PAS
42
Park Avenue Securities
New York
$1.97M +$1.91M +52,209 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.97M -$414K -11,343 -18%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$1.81M -$172K -4,713 -9%
UWM
45
USAdvisors Wealth Management
Minnesota
$1.76M +$1.68M +46,020 New
VC
46
Vicus Capital
Pennsylvania
$1.65M +$55.4K +1,518 +4%
PSF
47
Pacific Sun Financial
California
$1.54M +$1.51M +41,289 New
FAIM
48
Financial Advocates Investment Management
Washington
$1.51M -$16.8K -459 -1%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$1.42M -$303K -8,286 -18%
BA
50
Bridge Advisory
California
$1.4M -$13K -357 -1%
1
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3 4 5

RWJ Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2023, worth a combined $693M — up 14% from $607M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new RWJ positions and 16 closed out — a net gain of 6 holders — while 59 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.9M. The largest seller was Onyx Bridge Wealth Group, cutting an estimated $8.38M.

  • 144 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2023, up from 139 in Q1 2023.
  • Funds reported $693M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2023, up 14% quarter-over-quarter.
  • 22 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2023 and 16 closed out, a net change of +6 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2023 was LPL Financial, an estimated $18.9M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2023 was Onyx Bridge Wealth Group, an estimated $8.38M sold.

Based on aggregated 13F filings for Q2 2023.