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Invesco S&P SmallCap 600 Revenue ETF
RWJ

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

2% more funds holding

Funds holding: 174 → 177 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.13% less ownership

Funds ownership: 62.83% → 56.7% (-6.1%)

7% less capital invested

Capital invested by funds: $946M → $875M (-$70.7M)

Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.69M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.68M
3
PAG
Private Advisor Group
New Jersey
+$7.3M
4
ACP
Aveo Capital Partners
Colorado
+$5.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$85.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.1M
3
OBWG
Onyx Bridge Wealth Group
New York
-$7.48M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.81M
5
Bank of America
Bank of America
North Carolina
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Modern Wealth Management
Kansas
$2.09M +$1.98M +48,757 New
Citigroup
52
Citigroup
New York
$2.07M +$1.97M +48,275 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$2M -$11.4K -279 -0.6%
AI
54
Atria Investments
North Carolina
$1.9M +$280K +6,876 +18%
VC
55
Vicus Capital
Pennsylvania
$1.89M -$1.96M -48,222 -52%
FAIM
56
Financial Advocates Investment Management
Washington
$1.75M -$16.9K -416 -1%
AFP
57
Ausdal Financial Partners
Iowa
$1.67M +$182K +4,477 +13%
PSF
58
Pacific Sun Financial
California
$1.66M -$55.4K -1,360 -3%
OC
59
Opinicus Capital
Florida
$1.55M +$185K +4,533 +14%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.48M +$1.19M +29,354 +573%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.44M +$3.95K +97 +0.3%
NA
62
NewEdge Advisors
Louisiana
$1.37M -$1.87M -45,833 -59%
WWM
63
Western Wealth Management
Colorado
$1.27M +$6.07K +149 +0.5%
KA
64
Klingman & Associates
New York
$1.25M – – –
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.23M +$8.59K +211 +0.7%
GVAG
66
Great Valley Advisor Group
Delaware
$1.19M -$60.8K -1,493 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.14M +$184K +4,512 +20%
CA
68
CoreCap Advisors
Michigan
$1.14M +$238K +5,859 +28%
Creative Planning
69
Creative Planning
Kansas
$1.12M -$27K -663 -2%
FIA
70
Foundations Investment Advisors
Arizona
$1.09M +$113K +2,767 +12%
OWG
71
Oxford Wealth Group
Florida
$1.09M +$1.04M +25,436 New
Truist Financial
72
Truist Financial
North Carolina
$1.08M -$830K -20,389 -45%
BSW
73
Buckingham Strategic Wealth
Missouri
$1.07M -$398K -9,784 -28%
WIA
74
World Investment Advisors
California
$1.06M +$1.01M +24,785 New
T
75
Tidemark
California
$1.01M +$103K +2,538 +12%
1 2
3
4 5

RWJ Hedge Fund Activity: Q1 2024 in Review

177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2024, worth a combined $875M — down 7.5% from $946M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RWJ positions and 14 closed out — a net gain of 5 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $85.4M.

  • 177 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $875M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2024 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $9.69M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2024.