Invesco S&P SmallCap 600 Revenue ETF
104 hedge funds and large institutions have $354M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 17 closing their positions.
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15.64% more ownership
Funds ownership: 151.02% → 166.66% (+16%)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
3% more funds holding
Funds holding: 101 → 104 (+3)
1% less capital invested
Capital invested by funds: $359M → $354M (-$4.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$9.74M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.01M |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$6.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.45M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$13.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.2M |
| 3 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$3.83M |
| 4 |
Morgan Stanley
New York
|
-$3.63M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.2M |
RWJ Hedge Fund Activity: Q3 2021 in Review
104 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2021, worth a combined $354M — down 1.3% from $359M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new RWJ positions and 17 closed out — a net gain of 5 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $9.74M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.8M sold.
- 104 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2021, up from 101 in Q2 2021.
- Funds reported $354M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2021, down 1.3% quarter-over-quarter.
- 22 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2021 and 17 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2021 was Private Advisor Group, an estimated $9.74M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2021 was Portfolio Strategies, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2021.