Invesco S&P SmallCap 600 Revenue ETF
130 hedge funds and large institutions have $422M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
61% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 33
8% more funds holding
Funds holding: 120 → 130 (+10)
4% more capital invested
Capital invested by funds: $404M → $422M (+$17.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.3% less ownership
Funds ownership: 171.27% → 169.97% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.77M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.19M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.48M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.18M |
| 2 |
Morgan Stanley
New York
|
-$2.68M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.23M |
| 4 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$1.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
126
First Horizon Advisors
Memphis,
Tennessee
| $2K | – | – | – |
|
|
FWM
127
Focused Wealth Management
Newburgh,
New York
| $2K | +$2.28K | +63 | New |
|
|
SWM
128
Spire Wealth Management
Mclean,
Virginia
| $1K | -$54K | -1,491 | -98% |
|
129
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
130
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$252K | -7,437 | Closed |
|
|
WAP
131
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$227K | -6,672 | Closed |
|
132
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$95K | -2,796 | Closed |
|
|
AWM
133
Activest Wealth Management
Aventure,
Florida
| – | -$58K | -1,698 | Closed |
|
|
JPLA
134
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$14K | -411 | Closed |
|
RWJ Hedge Fund Activity: Q3 2022 in Review
130 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2022, worth a combined $422M — up 4.3% from $404M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RWJ positions and 5 closed out — a net gain of 10 holders — while 53 added to existing stakes and 33 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.77M. The largest seller was Wells Fargo, cutting an estimated $4.18M.
- 130 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2022, up from 120 in Q2 2022.
- Funds reported $422M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2022, up 4.3% quarter-over-quarter.
- 15 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2022 and 5 closed out, a net change of +10 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2022 was Ameriprise, an estimated $8.77M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2022 was Wells Fargo, an estimated $4.18M sold.
Based on aggregated 13F filings for Q3 2022.