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Invesco S&P SmallCap 600 Revenue ETF

122 hedge funds and large institutions have $462M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $395M → $462M (+$67M)

12.64% more ownership

Funds ownership: 163.64%176.28% (+13%)

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
53
Reduced
29
Closed
13
Calls
$312K
Puts
Net Calls
+$312K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
76
American Portfolios Advisors
New York
$325K +$26.9K +675 +9%
SWP
77
Summit Wealth Partners
Florida
$325K
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$314K
LNC
79
Lincoln National Corp
Pennsylvania
$309K -$92.2K -2,313 -23%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$307K -$911K -22,854 -75%
LSA
81
Lion Street Advisors
Texas
$300K +$7.65K +192 +3%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$299K +$14.6K +366 +5%
GVAG
83
Great Valley Advisor Group
Delaware
$298K +$297K +7,455 New
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$359 +9 +0.1%
Renaissance Technologies
85
Renaissance Technologies
New York
$288K -$395K -9,900 -58%
CA
86
CoreCap Advisors
Michigan
$280K +$53.8K +1,350 +24%
TB
87
Treynor Bancshares
Iowa
$275K
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$264K +$36.5K +915 +16%
WI
89
WBI Investments
New Jersey
$258K +$41.9K +1,050 +19%
BAMG
90
Brand Asset Management Group
Missouri
$237K +$837 +21 +0.4%
PCM
91
Parsons Capital Management
Rhode Island
$234K
HA
92
HYA Advisors
Missouri
$225K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$216K +$215K +5,394 New
TF
94
Tompkins Financial
New York
$176K -$19.7K -495 -10%
BAM
95
Belpointe Asset Management
Nevada
$162K -$1.2K -30 -0.7%
FCA
96
FinTrust Capital Advisors
South Carolina
$140K
HI
97
Hudock Inc
Pennsylvania
$139K +$239 +6 +0.2%
PFA
98
Professional Financial Advisors
Nebraska
$133K -$280K -7,023 -68%
KIG
99
Kessler Investment Group
Indiana
$120K -$24K -603 -17%
LC
100
Lindbrook Capital
California
$120K

RWJ Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2022, worth a combined $462M — up 17% from $395M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RWJ positions and 13 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.6M. The largest seller was First Heartland Consultants, cutting an estimated $6M.

  • 122 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $462M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2022 was Ameriprise, an estimated $14.6M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2022 was First Heartland Consultants, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2022.