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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
FAIM
51
Financial Advocates Investment Management
Washington
$1.66M +$2.32K +52 +0.1%
CA
52
CoreCap Advisors
Michigan
$1.65M +$228K +5,102 +14%
PSF
53
Pacific Sun Financial
California
$1.64M +$65.2K +1,458 +4%
Citadel Advisors
54
Citadel Advisors
Florida
$1.62M +$1.78M +39,800 New
KAS
55
Kestra Advisory Services
Texas
$1.59M -$231K -5,161 -12%
SWP
56
Stratos Wealth Partners
Ohio
$1.59M -$60.6K -1,355 -3%
FCM
57
Fortis Capital Management
Washington
$1.56M +$87.1K +1,949 +5%
Renaissance Technologies
58
Renaissance Technologies
New York
$1.54M +$1.41M +31,604 +502%
OC
59
Opinicus Capital
Florida
$1.49M +$19.4K +433 +1%
WIA
60
World Investment Advisors
California
$1.47M -$10.4K -232 -0.6%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.46M -$78.7K -1,762 -5%
MSG
62
Main Street Group
Virginia
$1.45M +$128K +2,856 +9%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.45M +$4.83K +108 +0.3%
OBWG
64
Onyx Bridge Wealth Group
New York
$1.45M +$566K +12,674 +56%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.41M -$40.3K -902 -3%
NA
66
NewEdge Advisors
Louisiana
$1.37M +$94K +2,103 +7%
PCIA
67
Prime Capital Investment Advisors
Kansas
$1.36M +$200K +4,480 +15%
SPC
68
Sigma Planning Corp
Michigan
$1.33M -$137K -3,074 -9%
GWM
69
Geneos Wealth Management
Colorado
$1.31M +$813K +18,201 +130%
WWM
70
Western Wealth Management
Colorado
$1.25M +$4.11K +92 +0.3%
Creative Planning
71
Creative Planning
Kansas
$1.24M +$50.3K +1,126 +4%
VFPW
72
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.23M +$117K +2,616 +9%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$71.1K +1,590 +6%
AFP
74
Ausdal Financial Partners
Iowa
$1.2M +$203K +4,546 +18%
GIA
75
Gladstone Institutional Advisory
Florida
$1.17M -$332K -7,434 -21%
1 2
3
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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.