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Invesco S&P SmallCap 600 Revenue ETF
RWJ

137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

28% more capital invested

Capital invested by funds: $422M → $539M (+$117M)

5% more funds holding

Funds holding: 130 → 137 (+7)

0.93% more ownership

Funds ownership: 169.97% → 170.9% (+0.93%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
21
Increased
57
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$14.8M
2
Wells Fargo
Wells Fargo
California
+$9.79M
3
Mariner
Mariner
Kansas
+$8.9M
4
CAN
Cetera Advisor Networks
California
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
CPC
Consolidated Planning Corp
Georgia
-$3.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.27M
3
SPC
Sigma Planning Corp
Michigan
-$2.1M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.1M
5
IA
IFP Advisors
Florida
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
76
Cerity Partners OCIO
New York
$468K -$45K -1,239 -9%
TFS
77
Thoroughbred Financial Services
Tennessee
$453K +$117K +3,213 +34%
CA
78
Cetera Advisors
Colorado
$450K -$52.3K -1,440 -10%
GWM
79
Geneos Wealth Management
Colorado
$420K +$422K +11,616 New
AWS
80
Atria Wealth Solutions
New York
$410K +$4.47K +123 +1%
FFS
81
Founders Financial Securities
Maryland
$377K +$46.8K +1,287 +14%
Financial Engines Advisors
82
Financial Engines Advisors
California
$364K -$465K -12,792 -56%
PAS
83
Park Avenue Securities
New York
$344K +$345K +9,501 New
RJT
84
Raymond James Trust
Florida
$344K +$345K +9,507 New
IWM
85
IHT Wealth Management
Illinois
$331K -$27.7K -762 -8%
MC
86
Moors & Cabot
Massachusetts
$323K +$324K +8,928 New
KAS
87
Kestra Advisory Services
Texas
$315K -$220K -6,042 -41%
SAM
88
S.A. Mason
Michigan
$313K – – –
HH
89
Hilltop Holdings
Texas
$311K +$22.6K +621 +8%
GW
90
GW & Wade
Massachusetts
$308K +$309K +8,499 New
Bessemer Group
91
Bessemer Group
New Jersey
$307K – – –
LSA
92
Lion Street Advisors
Texas
$294K +$4.25K +117 +2%
SWP
93
Summit Wealth Partners
Florida
$294K – – –
LNC
94
Lincoln National Corp
Pennsylvania
$293K +$6.54K +180 +2%
9WM
95
9258 Wealth Management
Ohio
$292K – – –
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$284K – – –
HF
97
HRT Financial
New York
$279K +$281K +7,725 New
AMC
98
Asset Management Corp
Illinois
$264K +$109 +3 +0%
CF
99
Centaurus Financial
California
$263K -$79.2K -2,181 -23%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$654 +18 +0.3%
2 3
4
5 6

RWJ Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2022, worth a combined $539M — up 28% from $422M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RWJ positions and 12 closed out — a net gain of 9 holders — while 57 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.8M. The largest seller was Consolidated Planning Corp, cutting an estimated $3.45M.

  • 137 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $539M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 21 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2022 and 12 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2022 was LPL Financial, an estimated $14.8M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2022 was Consolidated Planning Corp, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.