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Invesco S&P SmallCap 600 Revenue ETF
RWJ

152 hedge funds and large institutions have $711M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

65% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 40

6% more funds holding

Funds holding: 144 → 152 (+8)

3% more capital invested

Capital invested by funds: $693M → $711M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $685K

108.86% less ownership

Funds ownership: 163.75% → 54.9% (-109%)

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
66
Reduced
40
Closed
16
Calls
–
Puts
$685K
Net Calls
-$685K
Net Calls Change
+$1.06M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.71M
2
Ameriprise
Ameriprise
Minnesota
+$8.52M
3
CW
Connectus Wealth
Ohio
+$8M
4
LPL Financial
LPL Financial
California
+$6.57M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.37M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$5.16M
2
DWP
Destiny Wealth Partners
Florida
-$3.96M
3
UBS Group
UBS Group
Switzerland
-$2.52M
4
CPC
Consolidated Planning Corp
Georgia
-$1.47M
5
Mariner
Mariner
Kansas
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$718K +$15.2K +395 +2%
WI
77
WBI Investments
New Jersey
$711K -$362K -9,409 -33%
PAS
78
Park Avenue Securities
New York
$689K -$1.28M -33,281 -64%
GWM
79
Geneos Wealth Management
Colorado
$665K +$25.9K +674 +4%
CF
80
Centaurus Financial
California
$665K +$12.2K +317 +2%
CA
81
Claro Advisors
Massachusetts
$574K +$1.46K +38 +0.2%
AIP
82
Ameritas Investment Partners
Nebraska
$566K +$21.7K +565 +4%
PWA
83
PCG Wealth Advisors
Kansas
$556K -$54.1K -1,406 -8%
FTUS
84
Flow Traders U.S.
New York
$526K +$556K +14,442 New
RJT
85
Raymond James Trust
Florida
$525K +$4K +104 +0.7%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$491K -$35.2K -915 -6%
HH
87
Hilltop Holdings
Texas
$459K +$4.89K +127 +1%
Cerity Partners
88
Cerity Partners
New York
$452K -$98.6K -2,563 -17%
KAS
89
Kestra Advisory Services
Texas
$449K +$10.7K +279 +2%
CA
90
Cetera Advisors
Colorado
$416K +$4K +104 +0.9%
Brown Advisory
91
Brown Advisory
Maryland
$393K +$51.7K +1,344 +14%
AWC
92
Adamsbrown Wealth Consultants
Kansas
$386K +$408K +10,609 New
MC
93
Moors & Cabot
Massachusetts
$372K +$18.3K +476 +5%
MCM
94
MAI Capital Management
Ohio
$357K +$377K +9,803 New
KWM
95
Kingsview Wealth Management
Oregon
$338K +$28.4K +738 +9%
SAM
96
S.A. Mason
Michigan
$315K – – –
IWM
97
IHT Wealth Management
Illinois
$314K +$192 +5 +0.1%
Bessemer Group
98
Bessemer Group
New Jersey
$309K – – –
Renaissance Technologies
99
Renaissance Technologies
New York
$302K +$319K +8,300 New
CL
100
Choreo LLC
Illinois
$297K -$82.3K -2,139 -21%
2 3
4
5 6

RWJ Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2023, worth a combined $711M — up 2.7% from $693M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 16 closed out — a net gain of 11 holders — while 66 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.71M. The largest seller was Wells Fargo, cutting an estimated $5.16M.

  • 152 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2023, up from 144 in Q2 2023.
  • Funds reported $711M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2023 and 16 closed out, a net change of +11 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.71M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2023 was Wells Fargo, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2023.