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Invesco S&P SmallCap 600 Revenue ETF
RWJ

122 hedge funds and large institutions have $462M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $395M → $462M (+$67M)

12.64% more ownership

Funds ownership: 163.64% → 176.28% (+13%)

1% more funds holding

Funds holding: 121 → 122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
53
Reduced
29
Closed
13
Calls
$312K
Puts
–
Net Calls
+$312K
Net Calls Change
+$66K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$14.6M
2
LPL Financial
LPL Financial
California
+$11.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.04M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.42M
5
UBS Group
UBS Group
Switzerland
+$6.23M

Top Sellers

Rank Fund Capital Flow
1
FHC
First Heartland Consultants
Missouri
-$6M
2
Bank of America
Bank of America
North Carolina
-$3.3M
3
FTUS
Flow Traders U.S.
New York
-$2.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.06M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
126
Equitable Holdings
New York
– -$298K -7,266 Closed
ARC
127
Advisor Resource Council
Texas
– -$258K -6,300 Closed
RC
128
RegentAtlantic Capital
New Jersey
– -$230K -5,610 Closed
UB
129
UMB Bank
Missouri
– -$158K -3,837 Closed
EVM
130
Eaton Vance Management
Massachusetts
– -$46K -1,119 Closed
SCA
131
Snowden Capital Advisors
New York
– -$12K -294 Closed
HNWA
132
Henrickson Nauta Wealth Advisors
Michigan
– -$6K -147 Closed
FHA
133
First Horizon Advisors
Tennessee
– -$3K -81 Closed
RG
134
Retirement Group
California
– -$1K -30 Closed
2 3 4 5
6

RWJ Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2022, worth a combined $462M — up 17% from $395M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RWJ positions and 13 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.6M. The largest seller was First Heartland Consultants, cutting an estimated $6M.

  • 122 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $462M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2022 was Ameriprise, an estimated $14.6M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2022 was First Heartland Consultants, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2022.