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Invesco S&P SmallCap 600 Revenue ETF
RWJ

122 hedge funds and large institutions have $462M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $395M → $462M (+$67M)

12.64% more ownership

Funds ownership: 163.64% → 176.28% (+13%)

1% more funds holding

Funds holding: 121 → 122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
53
Reduced
29
Closed
13
Calls
$312K
Puts
–
Net Calls
+$312K
Net Calls Change
+$66K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$14.6M
2
LPL Financial
LPL Financial
California
+$11.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.42M
5
UBS Group
UBS Group
Switzerland
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$6M
2
Bank of America
Bank of America
North Carolina
-$3.3M
3
FTUS
Flow Traders U.S.
New York
-$2.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.06M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$120K +$120 +3 +0.1%
JP Morgan Chase
102
JP Morgan Chase
New York
$113K – – –
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$112K +$120 +3 +0.1%
SWM
104
Spire Wealth Management
Virginia
$87K -$13.6K -342 -14%
BWP
105
Baldwin Wealth Partners
Massachusetts
$86K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$73K +$120 +3 +0.2%
ECM
107
ExodusPoint Capital Management
New York
$53K +$53.2K +1,335 New
HPC
108
HM Payson & Co
Maine
$50K – – –
MCC
109
Money Concepts Capital
Florida
$39K +$38.7K +972 New
AIM
110
Anchor Investment Management
South Carolina
$31.1K – – –
CFGS
111
Concourse Financial Group Securities
Alabama
$30K -$21.5K -540 -42%
OAJ
112
Ogorek Anthony Joseph
New York
$16K – – –
PFS
113
Prospera Financial Services
Texas
$16K +$16.3K +408 New
JPLA
114
Joseph P. Lucia & Associates
New York
$16K +$16.4K +411 New
HS
115
Horan Securities
United States
$10K – – –
KFS
116
Kelly Financial Services
Massachusetts
$6K – – –
BHWM
117
Beaird Harris Wealth Management
Texas
$4K – – –
IRC
118
Investors Research Corp
Georgia
$3K – – –
TFS
119
TrustCore Financial Services
Tennessee
$3K +$3.11K +78 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3K +$3.47K +87 New
FCMA
121
Foresight Capital Management Advisors
Michigan
$2K -$230K -5,763 -99%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
FTUS
123
Flow Traders U.S.
New York
– -$2.76M -67,326 Closed
TRCT
124
Tower Research Capital (TRC)
New York
– -$1.22M -29,685 Closed
RAM
125
Riggs Asset Management
Pennsylvania
– -$596K -14,517 Closed
2 3 4
5
6

RWJ Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2022, worth a combined $462M — up 17% from $395M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RWJ positions and 13 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.6M. The largest seller was First Heartland Consultants, cutting an estimated $6M.

  • 122 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $462M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2022 was Ameriprise, an estimated $14.6M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2022 was First Heartland Consultants, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2022.