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Invesco S&P SmallCap 600 Revenue ETF

195 hedge funds and large institutions have $896M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0.18% more ownership

Funds ownership: 56.54%56.72% (+0.18%)

0% more funds holding

Funds holding: 195195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
77
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Klingman & Associates
New York
$1.16M
GVAG
77
Great Valley Advisor Group
Delaware
$1.14M -$12.9K -289 -1%
GC
78
Guidance Capital
Kentucky
$1.11M +$210K +4,706 +20%
LFA
79
Legacy Financial Advisors
Kentucky
$1.11M +$45.5K +1,017 +4%
NA
80
Nottingham Advisors
New York
$1.09M
HighTower Advisors
81
HighTower Advisors
Illinois
$1.08M -$39.2K -876 -3%
SFC
82
Swisher Financial Concepts
Ohio
$1.08M -$543K -12,152 -31%
CPA
83
Cathy Pareto & Associates
Florida
$1.07M +$280K +6,269 +31%
EFA
84
Edge Financial Advisors
Illinois
$1.06M +$1.16M +26,029 New
CIG
85
CHB Investment Group
Pennsylvania
$985K +$140K +3,133 +15%
GS
86
GTS Securities
New York
$979K +$630K +14,091 +141%
KCM
87
Kendall Capital Management
Maryland
$963K +$1.06M +23,650 New
PS
88
Principal Securities
Iowa
$957K
BC
89
Bowman & Company
Wisconsin
$943K +$581 +13 +0.1%
LWM
90
Lionsbridge Wealth Management
Florida
$912K -$157K -3,513 -14%
CFG
91
Citizens Financial Group
Rhode Island
$902K -$1.52K -34 -0.2%
Truist Financial
92
Truist Financial
North Carolina
$898K -$185K -4,146 -16%
Stifel Financial
93
Stifel Financial
Missouri
$880K -$12.6M -282,584 -93%
KFP
94
KMG Fiduciary Partners
Ohio
$870K -$19.9K -445 -2%
BAM
95
Belpointe Asset Management
Nevada
$852K +$162K +3,635 +21%
BFF
96
Byrne Financial Freedom
Massachusetts
$842K -$4.07M -91,015 -81%
Cerity Partners
97
Cerity Partners
New York
$797K -$45.8K -1,025 -5%
OWP
98
Obermeyer Wealth Partners
Colorado
$770K -$94.8K -2,122 -10%
HH
99
Hilltop Holdings
Texas
$769K -$30.3K -679 -3%
SFS
100
Sowell Financial Services
Arkansas
$729K +$173K +3,876 +28%

RWJ Hedge Fund Activity: Q1 2025 in Review

195 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2025, worth a combined $896M — down 9.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWJ positions and 17 closed out — a net gain of 3 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.4M. The largest seller was Stifel Financial, cutting an estimated $12.6M.

  • 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $896M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $25.4M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2025 was Stifel Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.