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Invesco S&P SmallCap 600 Revenue ETF
RWJ

181 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $789M → $932M (+$143M)

6% more funds holding

Funds holding: 171 → 181 (+10)

1.32% more ownership

Funds ownership: 55.29% → 56.61% (+1.3%)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
75
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.18M
3
LPL Financial
LPL Financial
California
+$3.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
SFC
Swisher Financial Concepts
Ohio
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77M
3
SPIA
Steward Partners Investment Advisory
New York
-$4.36M
4
AI
Atria Investments
North Carolina
-$3.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$359K – – –
CL
127
Choreo LLC
Illinois
$351K – – –
RC
128
Rovin Capital
Arizona
$346K +$327K +7,560 New
FHA
129
Flagship Harbor Advisors
Massachusetts
$331K +$35.5K +821 +13%
WEG
130
World Equity Group
Illinois
$313K -$141K -3,260 -32%
FFS
131
Founders Financial Securities
Maryland
$304K -$24.3K -562 -8%
Comerica Bank
132
Comerica Bank
Texas
$289K +$5.88K +136 +2%
PCM
133
Parsons Capital Management
Rhode Island
$267K – – –
AWA
134
Arete Wealth Advisors
Illinois
$254K +$613K +14,188 +23%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$239K +$226K +5,227 New
FHC
136
First Heartland Consultants
Missouri
$235K -$90.6K -2,096 -29%
IAS
137
Insigneo Advisory Services
Florida
$229K -$1.77K -41 -0.8%
BRWA
138
B. Riley Wealth Advisors
Florida
$229K +$220K +5,082 New
PAS
139
Park Avenue Securities
New York
$227K +$215K +4,975 New
MF
140
Meridian Financial
Massachusetts
$227K +$215K +4,965 New
GSC
141
Ground Swell Capital
South Carolina
$225K +$212K +4,912 New
SEIA
142
Signature Estate & Investment Advisors
California
$224K +$212K +4,904 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$220K -$4.36K -101 -2%
EWA
144
EP Wealth Advisors
California
$216K +$204K +4,718 New
9WM
145
9258 Wealth Management
Ohio
$213K -$25.3K -585 -11%
KV
146
Kickstand Ventures
New York
$210K +$198K +4,586 New
WMWM
147
Whitaker-Myers Wealth Managers
Ohio
$202K +$191K +4,419 New
PTC
148
Private Trust Company
Ohio
$161K – – –
LC
149
Lindbrook Capital
California
$137K – – –
CA
150
Crewe Advisors
Utah
$123K – – –
4 5
6
7 8

RWJ Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2024, worth a combined $932M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 14 closed out — a net gain of 13 holders — while 75 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Wealth Strategies, opening a new position worth an estimated $15.1M. The largest seller was Focus Partners Wealth, cutting an estimated $8M.

  • 181 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $932M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2024 was Wellington Wealth Strategies, an estimated $15.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2024.