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Invesco S&P SmallCap 600 Revenue ETF

182 hedge funds and large institutions have $833M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.81% less ownership

Funds ownership: 56.72%54.91% (-1.8%)

7% less funds holding

Funds holding: 195182 (-13)

7% less capital invested

Capital invested by funds: $896M → $833M (-$63.6M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
70
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
101
Rovin Capital
Arizona
$554K +$10.3K +256 +2%
MFGM
102
Marshall Financial Group (Maryland)
Maryland
$540K +$40 +1 +0%
NIWA
103
New Insight Wealth Advisors
California
$506K -$81.5K -2,022 -15%
RPGNY
104
Retirement Planning Group (New York)
New York
$504K +$13.1K +324 +3%
EWA
105
EP Wealth Advisors
California
$489K +$25.7K +637 +6%
TFGT
106
TS Financial Group (TSFG)
Illinois
$480K +$2.06K +51 +0.5%
SOS
107
Silver Oak Securities
Tennessee
$415K
CWM
108
Copia Wealth Management
Oregon
$409K +$19.8K +492 +5%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$384K +$132K +3,274 +59%
WIA
110
World Investment Advisors
California
$381K -$1.1M -27,306 -76%
KFP
111
KMG Fiduciary Partners
Ohio
$373K -$515K -12,782 -60%
SAM
112
S.A. Mason
Michigan
$365K
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$340K
EH
114
Equitable Holdings
New York
$340K +$57.9K +1,437 +22%
AO
115
Advisor OS
Illinois
$325K +$302K +7,500 New
CFG
116
Cornerstone Financial Group
Nebraska
$317K +$765 +19 +0.3%
TSS
117
Two Sigma Securities
New York
$312K +$290K +7,206 New
MF
118
Montis Financial
Massachusetts
$307K -$63.7K -1,581 -18%
Bessemer Group
119
Bessemer Group
New Jersey
$306K -$4.03K -100 -1%
PHWM
120
Pine Harbor Wealth Management
Maryland
$299K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$295K +$22.1K +549 +9%
IAS
122
Insigneo Advisory Services
Florida
$295K -$10.4K -259 -4%
MAM
123
MWA Asset Management
Massachusetts
$291K -$86.6K -2,149 -24%
HCM
124
Hall Capital Management
Rhode Island
$290K
KFI
125
Key Financial Inc
Pennsylvania
$289K +$269K +6,686 New

RWJ Hedge Fund Activity: Q2 2025 in Review

182 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2025, worth a combined $833M — down 7.1% from $896M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWJ and 14 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $37.1M.

  • 182 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2025, down from 195 in Q1 2025.
  • Funds reported $833M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2025 and 23 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2025 was UBS Group, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.