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Invesco S&P SmallCap 600 Revenue ETF

182 hedge funds and large institutions have $833M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.81% less ownership

Funds ownership: 56.72%54.91% (-1.8%)

7% less funds holding

Funds holding: 195182 (-13)

7% less capital invested

Capital invested by funds: $896M → $833M (-$63.6M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
70
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$1.67M -$18.7K -463 -1%
OC
52
Opinicus Capital
Florida
$1.65M +$59.8K +1,485 +4%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.55M +$9.06K +225 +0.6%
FCM
54
Fortis Capital Management
Washington
$1.52M -$136K -3,369 -9%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.5M -$48K -1,192 -3%
KAS
56
Kestra Advisory Services
Texas
$1.48M -$196K -4,875 -12%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.48M -$18.2K -453 -1%
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.47M +$15.3K +379 +1%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M +$129K +3,204 +11%
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$139K +3,446 +12%
WWM
61
Western Wealth Management
Colorado
$1.35M +$19.6K +486 +2%
AFP
62
Ausdal Financial Partners
Iowa
$1.34M +$52.7K +1,307 +4%
GIA
63
Gladstone Institutional Advisory
Florida
$1.34M +$85.2K +2,116 +7%
GC
64
Guidance Capital
Kentucky
$1.29M +$87.3K +2,166 +8%
SPC
65
Sigma Planning Corp
Michigan
$1.28M -$128K -3,173 -10%
LFA
66
Legacy Financial Advisors
Kentucky
$1.26M +$81.5K +2,024 +7%
Creative Planning
67
Creative Planning
Kansas
$1.26M -$49.2K -1,221 -4%
EFA
68
Edge Financial Advisors
Illinois
$1.25M +$106K +2,619 +10%
KA
69
Klingman & Associates
New York
$1.24M
TFS
70
Thoroughbred Financial Services
Tennessee
$1.22M -$1.42M -35,366 -56%
BAM
71
Belpointe Asset Management
Nevada
$1.21M +$280K +6,951 +33%
NA
72
Nottingham Advisors
New York
$1.15M
GVAG
73
Great Valley Advisor Group
Delaware
$1.11M -$97.1K -2,411 -9%
HF
74
HRT Financial
New York
$1.06M +$990K +24,567 New
US Bancorp
75
US Bancorp
Minnesota
$1.05M -$691K -17,160 -41%

RWJ Hedge Fund Activity: Q2 2025 in Review

182 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2025, worth a combined $833M — down 7.1% from $896M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWJ and 14 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $37.1M.

  • 182 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2025, down from 195 in Q1 2025.
  • Funds reported $833M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2025 and 23 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2025 was UBS Group, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.