We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

181 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $789M → $932M (+$143M)

6% more funds holding

Funds holding: 171 → 181 (+10)

1.32% more ownership

Funds ownership: 55.29% → 56.61% (+1.3%)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
75
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.18M
3
LPL Financial
LPL Financial
California
+$3.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
SFC
Swisher Financial Concepts
Ohio
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77M
3
SPIA
Steward Partners Investment Advisory
New York
-$4.36M
4
AI
Atria Investments
North Carolina
-$3.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bowman & Company
Wisconsin
$1.06M +$605 +14 +0.1%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.02M +$129K +2,992 +15%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$1.01M -$10.2K -236 -1%
PS
79
Principal Securities
Iowa
$987K +$19.9K +460 +2%
GC
80
Guidance Capital
Kentucky
$977K +$89.4K +2,068 +11%
AIP
81
Ameritas Investment Partners
Nebraska
$957K +$95.4K +2,208 +12%
BCI
82
Brinker Capital Investments
Pennsylvania
$944K +$893K +20,661 New
OPS
83
Orion Portfolio Solutions
Nebraska
$944K +$893K +20,661 New
Cerity Partners
84
Cerity Partners
New York
$942K +$324K +7,507 +57%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$935K +$50.5K +1,169 +6%
KFP
86
KMG Fiduciary Partners
Ohio
$927K +$877K +20,284 New
Jones Financial Companies
87
Jones Financial Companies
Missouri
$926K +$561K +12,978 +180%
VFPW
88
Vantage Financial Partners (Wisconsin)
Wisconsin
$875K +$447K +10,340 +117%
JP Morgan Chase
89
JP Morgan Chase
New York
$869K +$3.24K +75 +0.4%
BAM
90
Belpointe Asset Management
Nevada
$853K +$124K +2,863 +18%
US Bancorp
91
US Bancorp
Minnesota
$846K -$197K -4,557 -20%
HH
92
Hilltop Holdings
Texas
$818K +$32.6K +754 +4%
OWP
93
Obermeyer Wealth Partners
Colorado
$808K +$605 +14 +0.1%
GRP
94
Global Retirement Partners
California
$792K +$159K +3,688 +27%
MC
95
Moors & Cabot
Massachusetts
$775K +$100K +2,314 +16%
CA
96
Claro Advisors
Massachusetts
$727K +$1.64K +38 +0.2%
BA
97
Bridge Advisory
California
$704K -$4.02K -93 -0.6%
NFG
98
Nations Financial Group
Iowa
$695K -$432 -10 -0.1%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$626K +$45.2K +1,046 +8%
GWM
100
Geneos Wealth Management
Colorado
$617K -$10.4K -240 -2%
2 3
4
5 6

RWJ Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2024, worth a combined $932M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 14 closed out — a net gain of 13 holders — while 75 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Wealth Strategies, opening a new position worth an estimated $15.1M. The largest seller was Focus Partners Wealth, cutting an estimated $8M.

  • 181 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $932M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2024 was Wellington Wealth Strategies, an estimated $15.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2024.