Invesco S&P SmallCap 600 Revenue ETF
171 hedge funds and large institutions have $789M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 21 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 56
1.41% less ownership
Funds ownership: 56.7% → 55.29% (-1.4%)
3% less funds holding
Funds holding: 177 → 171 (-6)
10% less capital invested
Capital invested by funds: $875M → $789M (-$85.8M)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.25M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.6M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWS
Wellington Wealth Strategies
Indianapolis,
Indiana
|
-$10.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.99M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$3.24M |
RWJ Hedge Fund Activity: Q2 2024 in Review
171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2024, worth a combined $789M — down 9.8% from $875M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of RWJ and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 66 added.
The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was Wellington Wealth Strategies, exiting entirely with an estimated $10.4M sold.
- 171 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2024, down from 177 in Q1 2024.
- Funds reported $789M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2024, down 9.8% quarter-over-quarter.
- 18 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2024 and 21 closed out, a net change of -3 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2024 was Ameriprise, an estimated $10.8M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2024 was Wellington Wealth Strategies, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2024.