Invesco S&P SmallCap 600 Revenue ETF
137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
78% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 32
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
28% more capital invested
Capital invested by funds: $422M → $539M (+$117M)
5% more funds holding
Funds holding: 130 → 137 (+7)
0.93% more ownership
Funds ownership: 169.97% → 170.9% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.79M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$8.9M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$5.86M |
| 5 |
Morgan Stanley
New York
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$3.45M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.27M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.1M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.1M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$880K |
RWJ Hedge Fund Activity: Q4 2022 in Review
137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2022, worth a combined $539M — up 28% from $422M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new RWJ positions and 12 closed out — a net gain of 9 holders — while 57 added to existing stakes and 32 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.8M. The largest seller was Consolidated Planning Corp, cutting an estimated $3.45M.
- 137 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2022, up from 130 in Q3 2022.
- Funds reported $539M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 21 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2022 and 12 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2022 was LPL Financial, an estimated $14.8M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2022 was Consolidated Planning Corp, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2022.