Invesco S&P SmallCap 600 Revenue ETF
195 hedge funds and large institutions have $989M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 12 closing their positions.
175% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 12
26% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 61
8% more funds holding
Funds holding: 181 → 195 (+14)
6% more capital invested
Capital invested by funds: $932M → $989M (+$57M)
0.07% less ownership
Funds ownership: 56.61% → 56.54% (-0.07%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$16.7M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$12.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.99M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWS
Wellington Wealth Strategies
Indianapolis,
Indiana
|
-$15.4M |
| 2 |
SFC
Swisher Financial Concepts
Westerville,
Ohio
|
-$6.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.74M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.58M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.33M |
RWJ Hedge Fund Activity: Q4 2024 in Review
195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2024, worth a combined $989M — up 6.1% from $932M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new RWJ positions and 12 closed out — a net gain of 21 holders — while 77 added to existing stakes and 61 trimmed.
The largest buyer was MAI Capital Management, adding an estimated $16.7M. The largest seller was Wellington Wealth Strategies, exiting entirely with an estimated $15.4M sold.
- 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2024, up from 181 in Q3 2024.
- Funds reported $989M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
- 33 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2024 and 12 closed out, a net change of +21 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2024 was MAI Capital Management, an estimated $16.7M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2024 was Wellington Wealth Strategies, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2024.