RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

Overview Fund Activity

121 hedge funds and large institutions have $395M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
50
Reduced
26
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$175K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.5M
2
LPL Financial
2
LPL Financial
California
$35.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.31M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$4.33M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
PCM
3
Piedmont Capital Management
Montana
$0
4
FFW
4
Fusion Family Wealth
New York
$41M
5
Truist Financial
5
Truist Financial
North Carolina
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$322K – – –
APA
77
American Portfolios Advisors
New York
$306K +$47.7K +1,161 +18%
IA
78
IFP Advisors
Florida
$304K +$111K +2,706 +58%
LSA
79
Lion Street Advisors
Texas
$302K – – –
EH
80
Equitable Holdings
New York
$298K -$144K -3,513 -33%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$18.7K -456 -6%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$292K +$45.3K +1,104 +18%
TB
83
Treynor Bancshares
Iowa
$283K +$283K +6,885 New
ARC
84
Advisor Resource Council
Texas
$258K +$258K +6,300 New
BAMG
85
Brand Asset Management Group
Missouri
$242K +$242K +5,898 New
PCM
86
Parsons Capital Management
Rhode Island
$240K – – –
FCMA
87
Foresight Capital Management Advisors
Michigan
$239K +$239K +5,820 New
9WM
88
9258 Wealth Management
Ohio
$239K +$239K +5,829 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$234K -$2.96K -72 -1%
CA
90
CoreCap Advisors
Michigan
$232K +$232K +5,643 New
HA
91
HYA Advisors
Missouri
$231K -$231K -5,631 -50%
RC
92
RegentAtlantic Capital
New Jersey
$230K – – –
WI
93
WBI Investments
New Jersey
$224K -$2.51K -63 -1%
TF
94
Tompkins Financial
New York
$201K -$29.9K -729 -13%
BAM
95
Belpointe Asset Management
Nevada
$167K +$43.5K +1,059 +35%
UB
96
UMB Bank
Missouri
$158K +$158K +3,837 New
KIG
97
Kessler Investment Group
Indiana
$148K +$4.93K +120 +3%
FCA
98
FinTrust Capital Advisors
South Carolina
$144K +$144K +3,510 New
HI
99
Hudock Inc
Pennsylvania
$143K +$246 +6 +0.2%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$123K +$22.1K +537 +22%
2 3
4
5 6