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Invesco S&P SmallCap 600 Revenue ETF
RWJ

62 hedge funds and large institutions have $115M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $105M → $115M (+$10.1M)

7.7% more ownership

Funds ownership: 152.69% → 160.39% (+7.7%)

3% more funds holding

Funds holding: 60 → 62 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$2.85M
2
FFW
Fusion Family Wealth
New York
+$2.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.03M
4
AAS
Avantax Advisory Services
Texas
+$467K
5
PAG
Private Advisor Group
New Jersey
+$154K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.87M
2
Morgan Stanley
Morgan Stanley
New York
-$1.15M
3
Wells Fargo
Wells Fargo
California
-$814K
4
Citadel Advisors
Citadel Advisors
Florida
-$569K
5
RCA
Resonant Capital Advisors
Wisconsin
-$521K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Anchor Investment Management
South Carolina
$15.4K – – –
IA
52
IFP Advisors
Florida
$13K – – –
OAJ
53
Ogorek Anthony Joseph
New York
$8K +$8.29K +414 New
F
54
F3Logic
Minnesota
$7.63K +$7.69K +384 New
BFEC
55
Benjamin F. Edwards & Company
Missouri
$6K – – –
HS
56
Horan Securities
United States
$5K – – –
GWM
57
Geneos Wealth Management
Colorado
$3K – – –
KFS
58
Kelly Financial Services
Massachusetts
$2.98K – – –
IRC
59
Investors Research Corp
Georgia
$2K – – –
GRP
60
Global Retirement Partners
California
$1K -$5.47K -273 -80%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CAN
62
Cetera Advisor Networks
California
– -$171K -9,360 Closed
JPLA
63
Joseph P. Lucia & Associates
New York
– -$30K -1,641 Closed
EWP
64
Engrave Wealth Partners
Texas
– -$28K -1,575 Closed
BBHC
65
Brown Brothers Harriman & Co
New York
– -$6K -354 Closed
1 2
3

RWJ Hedge Fund Activity: Q3 2020 in Review

62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2020, worth a combined $115M — up 9.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RWJ positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $2.85M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.

  • 62 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2020, up from 60 in Q2 2020.
  • Funds reported $115M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2020 was Buckingham Strategic Wealth, an estimated $2.85M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2020.