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Invesco S&P SmallCap 600 Revenue ETF
RWJ

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

2% more funds holding

Funds holding: 174 → 177 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.13% less ownership

Funds ownership: 62.83% → 56.7% (-6.1%)

7% less capital invested

Capital invested by funds: $946M → $875M (-$70.7M)

Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.69M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.68M
3
PAG
Private Advisor Group
New Jersey
+$7.3M
4
ACP
Aveo Capital Partners
Colorado
+$5.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$85.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.1M
3
OBWG
Onyx Bridge Wealth Group
New York
-$7.48M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.81M
5
Bank of America
Bank of America
North Carolina
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
126
WBI Investments
New Jersey
$256K -$520K -12,771 -68%
Comerica Bank
127
Comerica Bank
Texas
$255K -$6.39K -157 -3%
MAM
128
MWA Asset Management
Massachusetts
$250K +$238K +5,850 New
PCM
129
Parsons Capital Management
Rhode Island
$250K – – –
UWM
130
USAdvisors Wealth Management
Minnesota
$228K -$2.13M -52,370 -91%
9WM
131
9258 Wealth Management
Ohio
$228K -$977 -24 -0.4%
BRWA
132
B. Riley Wealth Advisors
Florida
$227K +$25.4K +623 +11%
BFWM
133
Bright Futures Wealth Management
New York
$212K +$217K +5,343 New
PAS
134
Park Avenue Securities
New York
$211K – – –
SWA
135
Stratos Wealth Advisors
Ohio
$210K -$25.9K -637 -11%
CBFP
136
Cedar Brook Financial Partners
Ohio
$209K +$198K +4,872 New
KWM
137
Kingsview Wealth Management
Oregon
$203K -$239K -5,878 -55%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$178K +$169K +4,163 New
MSG
139
Main Street Group
Virginia
$176K +$86.9K +2,136 +107%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$154K -$3.13K -77 -2%
PTC
141
Private Trust Company
Ohio
$151K +$107K +2,627 +292%
LC
142
Lindbrook Capital
California
$128K – – –
CF
143
Centaurus Financial
California
$123K -$570K -13,999 -83%
CA
144
Crewe Advisors
Utah
$115K – – –
RFA
145
Register Financial Advisors
Georgia
$94.9K +$90.2K +2,217 New
BWP
146
Baldwin Wealth Partners
Massachusetts
$92K – – –
BFEC
147
Benjamin F. Edwards & Company
Missouri
$88K +$204 +5 +0.2%
CFD
148
Creative Financial Designs
Indiana
$83.4K – – –
VNA
149
Valley National Advisers
Pennsylvania
$62K +$59.3K +1,458 New
CAL
150
Capital Analysts LLC
Pennsylvania
$55K +$52.6K +1,292 New
4 5
6
7 8

RWJ Hedge Fund Activity: Q1 2024 in Review

177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2024, worth a combined $875M — down 7.5% from $946M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RWJ positions and 14 closed out — a net gain of 5 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $85.4M.

  • 177 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $875M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2024 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $9.69M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2024.