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Invesco S&P SmallCap 600 Revenue ETF
RWJ

171 hedge funds and large institutions have $789M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

1.41% less ownership

Funds ownership: 56.7% → 55.29% (-1.4%)

3% less funds holding

Funds holding: 177 → 171 (-6)

10% less capital invested

Capital invested by funds: $875M → $789M (-$85.8M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
66
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.25M
3
AI
Atria Investments
North Carolina
+$4.59M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.6M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
-$10.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.53M
3
Wells Fargo
Wells Fargo
California
-$4.08M
4
Bank of America
Bank of America
North Carolina
-$3.99M
5
Mariner
Mariner
Kansas
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.89M -$1.39M -33,914 -22%
SA
27
Sanctuary Advisors
Indiana
$4.74M +$4.79M +117,301 New
CF
28
Cyr Financial
Illinois
$4.12M +$4.2M +102,812 New
SFC
29
Swisher Financial Concepts
Ohio
$3.95M +$74.1K +1,813 +2%
VR
30
Valued Retirements
Texas
$3.7M +$419K +10,250 +12%
HI
31
Harbour Investments
Wisconsin
$3.45M +$379K +9,274 +12%
ACP
32
Aveo Capital Partners
Colorado
$3.37M -$1.87M -45,700 -35%
OBWG
33
Onyx Bridge Wealth Group
New York
$3.18M +$59.5K +1,456 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.15M -$573K -14,023 -15%
IA
35
IFP Advisors
Florida
$3M +$47.4K +1,159 +2%
MA
36
MONECO Advisors
Connecticut
$2.93M +$886K +21,678 +42%
FA
37
Fermata Advisors
California
$2.84M +$35.8K +875 +1%
TFS
38
Thoroughbred Financial Services
Tennessee
$2.68M +$649K +15,882 +31%
IA
39
IFG Advisory
Georgia
$2.6M +$155K +3,782 +6%
Citadel Advisors
40
Citadel Advisors
Florida
$2.55M +$2.6M +63,749 New
KAS
41
Kestra Advisory Services
Texas
$2.53M +$23.8K +583 +0.9%
AWA
42
Arete Wealth Advisors
Illinois
$2.5M +$28.9K +707 +1%
Goldman Sachs
43
Goldman Sachs
New York
$2.4M – – –
SPC
44
Sigma Planning Corp
Michigan
$2.34M -$11.8K -289 -0.5%
MWM
45
Modern Wealth Management
Kansas
$2.28M +$329K +8,059 +17%
JIR
46
James Investment Research
Ohio
$2.13M -$81.3K -1,989 -4%
AAS
47
Avantax Advisory Services
Texas
$2.11M -$370K -9,055 -15%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.07M -$139K -3,394 -6%
LOIM
49
Liberty One Investment Management
Illinois
$1.97M -$28.4K -695 -1%
GIA
50
Gladstone Institutional Advisory
Florida
$1.89M -$623K -15,243 -24%
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RWJ Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2024, worth a combined $789M — down 9.8% from $875M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RWJ and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 66 added.

The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was Wellington Wealth Strategies, exiting entirely with an estimated $10.4M sold.

  • 171 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2024, down from 177 in Q1 2024.
  • Funds reported $789M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2024 was Ameriprise, an estimated $10.8M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2024 was Wellington Wealth Strategies, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.