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Invesco S&P SmallCap 600 Revenue ETF

195 hedge funds and large institutions have $896M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0.18% more ownership

Funds ownership: 56.54%56.72% (+0.18%)

0% more funds holding

Funds holding: 195195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
77
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
S.A. Mason
Michigan
$343K -$1.34K -30 -0.4%
ACP
127
Aveo Capital Partners
Colorado
$335K -$461K -10,325 -55%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$327K -$352K -7,882 -49%
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$320K
CFG
130
Cornerstone Financial Group
Nebraska
$306K +$983 +22 +0.3%
WEG
131
World Equity Group
Illinois
$293K -$282K -6,311 -47%
Bessemer Group
132
Bessemer Group
New Jersey
$292K -$58.7K -1,313 -15%
JWCA
133
J.W. Cole Advisors
Florida
$290K +$318K +7,122 New
IAS
134
Insigneo Advisory Services
Florida
$288K -$7.2K -161 -2%
PHWM
135
Pine Harbor Wealth Management
Maryland
$281K
MWM
136
Modern Wealth Management
Kansas
$275K -$72.8K -1,628 -19%
HCM
137
Hall Capital Management
Rhode Island
$273K
FHA
138
Flagship Harbor Advisors
Massachusetts
$272K +$15.1K +338 +5%
CL
139
Choreo LLC
Illinois
$261K -$33.1K -741 -10%
EH
140
Equitable Holdings
New York
$261K +$286K +6,410 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$255K +$280K +6,276 New
PWS
142
Proactive Wealth Strategies
Georgia
$255K +$45 +1 +0%
PCM
143
Parsons Capital Management
Rhode Island
$238K
GS
144
GWN Securities
Florida
$233K +$256K +5,724 New
CA
145
Calton & Associates
Florida
$229K +$30.7K +688 +14%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$228K +$536 +12 +0.2%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$220K -$25.3K -566 -9%
Comerica Bank
148
Comerica Bank
Texas
$207K -$60.6K -1,357 -21%
MMA
149
Miracle Mile Advisors
California
$206K +$447 +10 +0.2%
WMWM
150
Whitaker-Myers Wealth Managers
Ohio
$200K +$19.6K +439 +10%

RWJ Hedge Fund Activity: Q1 2025 in Review

195 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2025, worth a combined $896M — down 9.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWJ positions and 17 closed out — a net gain of 3 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.4M. The largest seller was Stifel Financial, cutting an estimated $12.6M.

  • 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $896M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $25.4M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2025 was Stifel Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.