RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

Overview Fund Activity

151 hedge funds and large institutions have $711M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
66
Reduced
40
Closed
16
Calls
–
Puts
$685K
Net Calls
-$685K
Net Calls Change
+$1.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Ameriprise
2
Ameriprise
Minnesota
$43.7M
3
CW
3
Connectus Wealth
Ohio
$7.57M
4
LPL Financial
4
LPL Financial
California
$103M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.3M
2
DWP
2
Destiny Wealth Partners
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$18.7M
4
SW
4
SteelPeak Wealth
California
$0
5
CPC
5
Consolidated Planning Corp
Georgia
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
26
Sageworth Trust
Pennsylvania
$4.64M +$4.64M +127,419 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.44M -$112K -3,087 -2%
HI
28
Harbour Investments
Wisconsin
$3.42M -$983K -26,998 -22%
AAS
29
Avantax Advisory Services
Texas
$3.34M +$419K +11,510 +14%
IGWM
30
ICA Group Wealth Management
Colorado
$3.25M +$70.5K +1,936 +2%
FA
31
Fermata Advisors
California
$3.23M +$3.23M +88,616 New
GIA
32
Gladstone Institutional Advisory
Florida
$3.02M -$553K -15,191 -15%
NA
33
NewEdge Advisors
Louisiana
$2.83M +$29K +796 +1%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.8M +$595K +16,325 +27%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.69M +$286K +7,863 +12%
IA
36
IFP Advisors
Florida
$2.6M +$167K +4,590 +7%
SPC
37
Sigma Planning Corp
Michigan
$2.47M +$69.9K +1,920 +3%
MTWM
38
Masso Torrence Wealth Management
New Jersey
$2.21M -$55.4K -1,521 -2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.21M +$924K +25,357 +72%
TAM
40
Titleist Asset Management
Texas
$2.2M +$35.1K +963 +2%
Goldman Sachs
41
Goldman Sachs
New York
$2.19M -$731K -20,067 -25%
IA
42
IFG Advisory
Georgia
$2.15M -$19.7K -541 -0.9%
SWP
43
Stratos Wealth Partners
Ohio
$2.06M -$7.72K -212 -0.4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2M +$107K +2,935 +6%
TFS
45
Thoroughbred Financial Services
Tennessee
$1.93M +$662K +18,187 +52%
Citadel Advisors
46
Citadel Advisors
Florida
$1.87M +$1.87M +51,442 New
AI
47
Atria Investments
North Carolina
$1.87M -$1.13M -31,071 -38%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.87M +$731K +20,075 +64%
OFS
49
OneAscent Financial Services
Alabama
$1.82M -$1.08M -29,785 -37%
UWM
50
USAdvisors Wealth Management
Minnesota
$1.81M +$137K +3,776 +8%
1
2
3 4 5