We are live on ! Find out more
RWJ icon

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
CFGS
151
Concourse Financial Group Securities
Alabama
$22.4K – – –
ATPW
152
Ashton Thomas Private Wealth
Arizona
$17.3K +$17.6K +431 New
OAJ
153
Ogorek Anthony Joseph
New York
$16K +$41 +1 +0.2%
GWSG
154
GPS Wealth Strategies Group
Colorado
$15K +$15.3K +375 New
IWP
155
IAG Wealth Partners
Wisconsin
$13.8K – – –
GJIA
156
Glass Jacobson Investment Advisors
Maryland
$9.02K – – –
AF
157
Allworth Financial
California
$8.49K +$7.52K +184 +1,150%
RWMG
158
Redwood Wealth Management Group
New Jersey
$7.73K +$7.89K +193 New
KFS
159
Kelly Financial Services
Massachusetts
$6.01K – – –
CFO
160
CVA Family Office
Colorado
$4.97K – – –
IAIM
161
International Assets Investment Management
Florida
$4.93K +$5.03K +123 New
BHWM
162
Beaird Harris Wealth Management
Texas
$3.73K – – –
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$3.13K -$490 -12 -13%
IRC
164
Investors Research Corp
Georgia
$3.13K – – –
RF
165
Robinswood Financial
Washington
$2.4K +$2.45K +60 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FC
167
Fairscale Capital
New Hampshire
$1.57K +$1.47K +36 New
BCWM
168
Bartlett & Co Wealth Management
Ohio
$1.08K -$3.68K -90 -77%
SWM
169
Spire Wealth Management
Virginia
$810 – – –
FHC
170
First Heartland Consultants
Missouri
$290 +$38K +929 +15%
HNB
171
Huntington National Bank
Ohio
$52 – – –
AssetMark Inc
172
AssetMark Inc
California
$40 +$41 +1 New
WWS
173
Wellington Wealth Strategies
Indiana
– -$10.4M -243,006 Closed
VC
174
Vicus Capital
Pennsylvania
– -$1.89M -44,132 Closed
SMC
175
Smith, Moore & Co
Missouri
– -$774K -18,083 Closed
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.