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Invesco S&P SmallCap 600 Revenue ETF

182 hedge funds and large institutions have $833M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.81% less ownership

Funds ownership: 56.72%54.91% (-1.8%)

7% less funds holding

Funds holding: 195182 (-13)

7% less capital invested

Capital invested by funds: $896M → $833M (-$63.6M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
70
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
76
Onyx Bridge Wealth Group
New York
$1.05M -$457K -11,355 -32%
CIG
77
CHB Investment Group
Pennsylvania
$1.04M -$8.86K -220 -0.9%
BC
78
Bowman & Company
Wisconsin
$1M +$443 +11 +0%
IA
79
IFG Advisory
Georgia
$999K -$1.75M -43,402 -65%
Truist Financial
80
Truist Financial
North Carolina
$965K +$9.19K +228 +1%
CFG
81
Citizens Financial Group
Rhode Island
$929K -$28.3K -702 -3%
Stifel Financial
82
Stifel Financial
Missouri
$902K -$31.8K -789 -4%
CPA
83
Cathy Pareto & Associates
Florida
$888K -$231K -5,722 -22%
BFF
84
Byrne Financial Freedom
Massachusetts
$859K -$34.6K -858 -4%
Cerity Partners
85
Cerity Partners
New York
$848K +$81 +2 +0%
GRP
86
Global Retirement Partners
California
$841K +$783K +19,428 New
BCI
87
Brinker Capital Investments
Pennsylvania
$833K +$128K +3,180 +20%
HighTower Advisors
88
HighTower Advisors
Illinois
$831K -$300K -7,437 -28%
HH
89
Hilltop Holdings
Texas
$820K +$1.93K +48 +0.3%
OWP
90
Obermeyer Wealth Partners
Colorado
$819K +$483 +12 +0.1%
GS
91
GTS Securities
New York
$814K -$212K -5,255 -22%
AIP
92
Ameritas Investment Partners
Nebraska
$814K +$89.7K +2,227 +13%
SFC
93
Swisher Financial Concepts
Ohio
$800K -$324K -8,037 -30%
SFS
94
Sowell Financial Services
Arkansas
$779K +$2.86K +71 +0.4%
GWM
95
Geneos Wealth Management
Colorado
$700K -$648K -16,086 -50%
CA
96
Claro Advisors
Massachusetts
$679K -$7.78K -193 -1%
MC
97
Moors & Cabot
Massachusetts
$674K -$70.8K -1,758 -10%
Brown Advisory
98
Brown Advisory
Maryland
$606K +$48.3K +1,200 +9%
NFG
99
Nations Financial Group
Iowa
$592K -$1.05K -26 -0.2%
IWA
100
Integrity Wealth Advisors
California
$557K +$48.3K +1,199 +10%

RWJ Hedge Fund Activity: Q2 2025 in Review

182 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2025, worth a combined $833M — down 7.1% from $896M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWJ and 14 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $37.1M.

  • 182 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2025, down from 195 in Q1 2025.
  • Funds reported $833M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2025 and 23 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2025 was UBS Group, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.