We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

195 hedge funds and large institutions have $896M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0.18% more ownership

Funds ownership: 56.54% → 56.72% (+0.18%)

0% more funds holding

Funds holding: 195 → 195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
77
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.25M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.08M
4
IFG
Independent Financial Group
California
+$4.99M
5
WAM
WFA Asset Management
Wisconsin
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
OP
ORG Partners
Indiana
-$5.89M
4
Mariner
Mariner
Kansas
-$4.5M
5
BFF
Byrne Financial Freedom
Massachusetts
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5M +$1.18M +26,302 +27%
P
27
&Partners
Tennessee
$4.96M +$537K +12,015 +10%
Two Sigma Investments
28
Two Sigma Investments
New York
$4.84M +$5.08M +113,600 +2,174%
PW
29
Potentia Wealth
California
$4.56M +$268K +5,991 +6%
IFG
30
Independent Financial Group
California
$4.54M +$4.99M +111,646 New
CF
31
Cyr Financial
Illinois
$4.28M +$112K +2,500 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.75M +$332K +7,431 +9%
IA
33
IFP Advisors
Florida
$3.68M +$243K +5,428 +6%
MA
34
MONECO Advisors
Connecticut
$3.24M -$49.6K -1,109 -1%
Mariner
35
Mariner
Kansas
$3.16M -$4.5M -100,654 -56%
AWA
36
Arete Wealth Advisors
Illinois
$3.12M -$190K -4,256 -5%
AAS
37
Avantax Advisory Services
Texas
$2.8M +$225K +5,037 +8%
AI
38
Atria Investments
North Carolina
$2.77M -$28.4K -635 -0.9%
IA
39
IFG Advisory
Georgia
$2.71M -$47.4K -1,060 -2%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$2.62M +$1.29M +28,801 +81%
TFS
41
Thoroughbred Financial Services
Tennessee
$2.59M +$26.1K +583 +0.9%
VR
42
Valued Retirements
Texas
$2.51M -$1.09M -24,355 -28%
Goldman Sachs
43
Goldman Sachs
New York
$2.44M – – –
FA
44
Fermata Advisors
California
$2.23M -$1.37M -30,647 -36%
SA
45
Sovran Advisors
California
$2.15M +$1.18M +26,454 +84%
SPIA
46
Steward Partners Investment Advisory
New York
$2.13M -$90.1K -2,015 -4%
JIR
47
James Investment Research
Ohio
$2.05M +$40.5K +907 +2%
LOIM
48
Liberty One Investment Management
Illinois
$1.92M -$56.9K -1,273 -3%
Jane Street
49
Jane Street
New York
$1.75M +$436K +9,751 +29%
US Bancorp
50
US Bancorp
Minnesota
$1.69M +$1.04M +23,367 +129%
1
2
3 4 5

RWJ Hedge Fund Activity: Q1 2025 in Review

195 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2025, worth a combined $896M — down 9.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWJ positions and 17 closed out — a net gain of 3 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.4M. The largest seller was Stifel Financial, cutting an estimated $12.6M.

  • 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $896M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $25.4M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2025 was Stifel Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.