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Invesco S&P SmallCap 600 Revenue ETF

182 hedge funds and large institutions have $833M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.81% less ownership

Funds ownership: 56.72%54.91% (-1.8%)

7% less funds holding

Funds holding: 195182 (-13)

7% less capital invested

Capital invested by funds: $896M → $833M (-$63.6M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
70
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
126
Atria Wealth Solutions
New York
$289K -$247K -6,127 -48%
WEG
127
World Equity Group
Illinois
$286K -$24.5K -607 -8%
OFS
128
OneAscent Financial Services
Alabama
$282K -$207K -5,143 -44%
PWS
129
Proactive Wealth Strategies
Georgia
$270K -$1.53K -38 -0.6%
JWCA
130
J.W. Cole Advisors
Florida
$254K -$50.2K -1,245 -17%
PCM
131
Parsons Capital Management
Rhode Island
$253K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$250K +$14.3K +355 +7%
PAS
133
Park Avenue Securities
New York
$242K +$225K +5,591 New
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$240K -$165K -4,084 -42%
FA
135
Fermata Advisors
California
$240K -$1.98M -49,192 -90%
PS
136
Principal Securities
Iowa
$229K -$629K -15,608 -75%
MMA
137
Miracle Mile Advisors
California
$227K +$8.02K +199 +4%
TAM
138
Titleist Asset Management
Texas
$216K -$318K -7,892 -61%
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$216K +$2.66K +66 +1%
MF
140
Meridian Financial
Massachusetts
$213K +$198K +4,910 New
Comerica Bank
141
Comerica Bank
Texas
$211K -$9.19K -228 -4%
WA
142
Waverly Advisors
Alabama
$206K +$192K +4,754 New
SEIA
143
Signature Estate & Investment Advisors
California
$204K +$189K +4,704 New
KPWS
144
Kestra Private Wealth Services
Texas
$201K +$187K +4,644 New
FCAS
145
First Command Advisory Services
Texas
$154K
WA
146
Whipplewood Advisors
Colorado
$142K -$1.02M -25,359 -89%
PTC
147
Private Trust Company
Ohio
$134K -$14.9K -369 -11%
ACA
148
Aptus Capital Advisors
Alabama
$98.8K +$201 +5 +0.2%
AAS
149
Ameritas Advisory Services
Nebraska
$96K +$89.3K +2,217 New
NWM
150
Nova Wealth Management
Florida
$90.9K +$70.1K +1,739 +482%

RWJ Hedge Fund Activity: Q2 2025 in Review

182 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2025, worth a combined $833M — down 7.1% from $896M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWJ and 14 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $37.1M.

  • 182 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2025, down from 195 in Q1 2025.
  • Funds reported $833M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2025 and 23 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2025 was UBS Group, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.