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Invesco S&P SmallCap 600 Revenue ETF
RWJ

171 hedge funds and large institutions have $789M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

1.41% less ownership

Funds ownership: 56.7% → 55.29% (-1.4%)

3% less funds holding

Funds holding: 177 → 171 (-6)

10% less capital invested

Capital invested by funds: $875M → $789M (-$85.8M)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
171
Holders Change
-6
Holders Change %
-3.39%
% of All Funds
2.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
66
Reduced
56
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$10.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.25M
3
AI
Atria Investments
North Carolina
+$4.59M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.6M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
-$10.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.53M
3
Wells Fargo
Wells Fargo
California
-$4.08M
4
Bank of America
Bank of America
North Carolina
-$3.99M
5
Mariner
Mariner
Kansas
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
126
Bright Futures Wealth Management
New York
$227K – – –
SOS
127
Silver Oak Securities
Tennessee
$217K +$222K +5,425 New
9WM
128
9258 Wealth Management
Ohio
$210K -$2.94K -72 -1%
IAS
129
Insigneo Advisory Services
Florida
$207K +$207K +5,061 New
UWM
130
USAdvisors Wealth Management
Minnesota
$201K -$12.9K -315 -6%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$197K +$53.9K +1,318 +37%
IGWM
132
ICA Group Wealth Management
Colorado
$157K -$111K -2,711 -41%
PTC
133
Private Trust Company
Ohio
$141K – – –
LC
134
Lindbrook Capital
California
$120K – – –
CA
135
Crewe Advisors
Utah
$107K – – –
FCAS
136
First Command Advisory Services
Texas
$105K +$73.4K +1,797 +221%
RFA
137
Register Financial Advisors
Georgia
$87.8K -$1.02K -25 -1%
BWP
138
Baldwin Wealth Partners
Massachusetts
$86.1K – – –
BFEC
139
Benjamin F. Edwards & Company
Missouri
$82K +$245 +6 +0.3%
CFD
140
Creative Financial Designs
Indiana
$78.1K – – –
VNA
141
Valley National Advisers
Pennsylvania
$58K – – –
MSG
142
Main Street Group
Virginia
$55.5K -$112K -2,736 -66%
CAL
143
Capital Analysts LLC
Pennsylvania
$52K – – –
HPC
144
HM Payson & Co
Maine
$50.2K – – –
TSWM
145
Tyler-Stone Wealth Management
Ohio
$41.5K +$6.82K +167 +19%
TF
146
Tompkins Financial
New York
$40K – – –
WIA
147
Wetzel Investment Advisors
Indiana
$34.7K – – –
FCA
148
FinTrust Capital Advisors
South Carolina
$33.7K – – –
AIM
149
Anchor Investment Management
South Carolina
$31.1K – – –
Citigroup
150
Citigroup
New York
$24.2K -$1.95M -47,671 -99%
4 5
6
7 8

RWJ Hedge Fund Activity: Q2 2024 in Review

171 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2024, worth a combined $789M — down 9.8% from $875M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RWJ and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 66 added.

The largest buyer was Ameriprise, adding an estimated $10.8M. The largest seller was Wellington Wealth Strategies, exiting entirely with an estimated $10.4M sold.

  • 171 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2024, down from 177 in Q1 2024.
  • Funds reported $789M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 18 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2024 was Ameriprise, an estimated $10.8M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2024 was Wellington Wealth Strategies, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.