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Invesco S&P SmallCap 600 Revenue ETF
RWJ

181 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $789M → $932M (+$143M)

6% more funds holding

Funds holding: 171 → 181 (+10)

1.32% more ownership

Funds ownership: 55.29% → 56.61% (+1.3%)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
75
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.18M
3
LPL Financial
LPL Financial
California
+$3.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
SFC
Swisher Financial Concepts
Ohio
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77M
3
SPIA
Steward Partners Investment Advisory
New York
-$4.36M
4
AI
Atria Investments
North Carolina
-$3.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Synovus Financial
Georgia
$596K -$51.9K -1,201 -8%
TAM
102
Titleist Asset Management
Texas
$587K +$12K +277 +2%
MFGM
103
Marshall Financial Group (Maryland)
Maryland
$563K -$25.8K -596 -5%
Brown Advisory
104
Brown Advisory
Maryland
$561K -$7.78K -180 -1%
LA
105
LPF Advisors
Florida
$539K +$1.99K +46 +0.4%
MCM
106
MAI Capital Management
Ohio
$531K +$57.1K +1,321 +13%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$526K +$230K +5,321 +85%
T
108
Tidemark
California
$513K -$165K -3,819 -25%
RJT
109
Raymond James Trust
Florida
$490K – – –
AWS
110
Atria Wealth Solutions
New York
$488K +$140K +3,246 +44%
TFGT
111
TS Financial Group (TSFG)
Illinois
$483K +$86 +2 +0%
GS
112
GTS Securities
New York
$463K -$590K -13,653 -57%
SOS
113
Silver Oak Securities
Tennessee
$408K +$150K +3,480 +64%
MWM
114
Modern Wealth Management
Kansas
$403K -$2.07M -47,999 -84%
CIG
115
CHB Investment Group
Pennsylvania
$394K +$372K +8,620 New
Bessemer Group
116
Bessemer Group
New Jersey
$388K – – –
SAM
117
S.A. Mason
Michigan
$386K – – –
IWM
118
IHT Wealth Management
Illinois
$384K +$6.78K +157 +2%
CA
119
Calton & Associates
Florida
$380K +$26.8K +620 +8%
PHWM
120
Pine Harbor Wealth Management
Maryland
$373K – – –
SWP
121
Summit Wealth Partners
Florida
$371K – – –
Prudential Financial
122
Prudential Financial
New Jersey
$366K +$346K +8,004 New
WI
123
WBI Investments
New Jersey
$364K +$86K +1,991 +33%
MAM
124
MWA Asset Management
Massachusetts
$363K +$34.1K +790 +11%
NIWA
125
New Insight Wealth Advisors
California
$360K -$8.43K -195 -2%
3 4
5
6 7

RWJ Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2024, worth a combined $932M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 14 closed out — a net gain of 13 holders — while 75 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Wealth Strategies, opening a new position worth an estimated $15.1M. The largest seller was Focus Partners Wealth, cutting an estimated $8M.

  • 181 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $932M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2024 was Wellington Wealth Strategies, an estimated $15.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2024.