Invesco S&P SmallCap 600 Revenue ETF
63 hedge funds and large institutions have $266M invested in Invesco S&P SmallCap 600 Revenue ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
26% more funds holding
Funds holding: 50 → 63 (+13)
19% more capital invested
Capital invested by funds: $223M → $266M (+$43.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.15% less ownership
Funds ownership: 155.96% → 154.81% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.58M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.53M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$3.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.84M |
| 2 |
ABFS
Appropriate Balance Financial Services
Bellevue,
Washington
|
-$1.1M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$874K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$661K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$587K |
RWJ Hedge Fund Activity: Q1 2017 in Review
63 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2017, worth a combined $266M — up 19% from $223M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new RWJ positions and 3 closed out — a net gain of 14 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $10.6M. The largest seller was Cardan Capital Partners, cutting an estimated $5.84M.
- 63 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2017, up from 50 in Q4 2016.
- Funds reported $266M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2017, up 19% quarter-over-quarter.
- 17 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2017 and 3 closed out, a net change of +14 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2017 was Bank of America, an estimated $10.6M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2017 was Cardan Capital Partners, an estimated $5.84M sold.
Based on aggregated 13F filings for Q1 2017.