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Invesco S&P SmallCap 600 Revenue ETF

195 hedge funds and large institutions have $896M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0.18% more ownership

Funds ownership: 56.54%56.72% (+0.18%)

0% more funds holding

Funds holding: 195195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
77
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$705K +$7.37K +165 +1%
AIP
102
Ameritas Investment Partners
Nebraska
$675K -$271K -6,062 -27%
BCI
103
Brinker Capital Investments
Pennsylvania
$654K -$76.2K -1,706 -10%
OPS
104
Orion Portfolio Solutions
Nebraska
$654K -$76.2K -1,706 -10%
CA
105
Claro Advisors
Massachusetts
$646K -$715 -16 -0.1%
NIWA
106
New Insight Wealth Advisors
California
$558K -$63.7K -1,425 -9%
NFG
107
Nations Financial Group
Iowa
$558K -$47.6K -1,065 -7%
TAM
108
Titleist Asset Management
Texas
$525K +$7.82K +175 +1%
Brown Advisory
109
Brown Advisory
Maryland
$521K +$23.5K +525 +4%
AWS
110
Atria Wealth Solutions
New York
$521K -$248K -5,545 -30%
RC
111
Rovin Capital
Arizona
$510K +$47.8K +1,070 +9%
WA
112
Whipplewood Advisors
Colorado
$498K +$733K +16,402 +134%
MFGM
113
Marshall Financial Group (Maryland)
Maryland
$492K -$2.37K -53 -0.4%
IWA
114
Integrity Wealth Advisors
California
$475K +$20.6K +462 +4%
OFS
115
OneAscent Financial Services
Alabama
$474K -$38.6K -863 -7%
RPGNY
116
Retirement Planning Group (New York)
New York
$460K +$6.97K +156 +1%
TFGT
117
TS Financial Group (TSFG)
Illinois
$449K -$24.4K -547 -5%
EWA
118
EP Wealth Advisors
California
$434K
LA
119
LPF Advisors
Florida
$402K -$96.7K -2,164 -18%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$392K +$184K +4,119 +75%
SOS
121
Silver Oak Securities
Tennessee
$390K
CWM
122
Copia Wealth Management
Oregon
$365K +$15.1K +337 +4%
MAM
123
MWA Asset Management
Massachusetts
$361K +$14.9K +333 +4%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$358K -$4.47K -100 -1%
MF
125
Montis Financial
Massachusetts
$353K -$191K -4,283 -33%

RWJ Hedge Fund Activity: Q1 2025 in Review

195 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2025, worth a combined $896M — down 9.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWJ positions and 17 closed out — a net gain of 3 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.4M. The largest seller was Stifel Financial, cutting an estimated $12.6M.

  • 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $896M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $25.4M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2025 was Stifel Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.