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Invesco S&P SmallCap 600 Revenue ETF
RWJ

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
33
Increased
77
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MAI Capital Management
Ohio
+$16.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$12.9M
3
Ameriprise
Ameriprise
Minnesota
+$11.2M
4
LPL Financial
LPL Financial
California
+$8.99M
5
Bank of America
Bank of America
North Carolina
+$4.54M

Top Sellers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
-$15.4M
2
SFC
Swisher Financial Concepts
Ohio
-$6.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.58M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$233K +$793 +17 +0.3%
MMA
152
Miracle Mile Advisors
California
$231K +$235K +5,044 New
MF
153
Meridian Financial
Massachusetts
$227K – – –
CA
154
Calton & Associates
Florida
$226K -$158K -3,391 -41%
SEIA
155
Signature Estate & Investment Advisors
California
$224K -$466 -10 -0.2%
UW
156
Unique Wealth
Florida
$220K +$224K +4,800 New
KV
157
Kickstand Ventures
New York
$215K +$4.99K +107 +2%
WA
158
Waverly Advisors
Alabama
$213K +$217K +4,662 New
ISFAN
159
Investor's Fiduciary Advisor Network
Washington
$209K +$213K +4,570 New
WMWM
160
Whitaker-Myers Wealth Managers
Ohio
$205K +$3.17K +68 +2%
PTC
161
Private Trust Company
Ohio
$158K -$2.98K -64 -2%
LC
162
Lindbrook Capital
California
$137K – – –
CA
163
Crewe Advisors
Utah
$123K – – –
FCAS
164
First Command Advisory Services
Texas
$121K +$11.4K +245 +10%
CFD
165
Creative Financial Designs
Indiana
$89.1K – – –
EWP
166
Elevation Wealth Partners
California
$88.3K – – –
SSB
167
Sandy Spring Bank
Maryland
$85.3K +$86.9K +1,864 New
KWM
168
Kiker Wealth Management
Georgia
$81.5K +$83K +1,780 New
CAL
169
Capital Analysts LLC
Pennsylvania
$59K – – –
HPC
170
HM Payson & Co
Maine
$57.4K – – –
VNA
171
Valley National Advisers
Pennsylvania
$52K -$14K -300 -21%
ACA
172
Aptus Capital Advisors
Alabama
$50.6K +$51.5K +1,105 +110,500%
TF
173
Tompkins Financial
New York
$45.7K – – –
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$36.9K +$27.1K +582 +259%
AIM
175
Anchor Investment Management
South Carolina
$35.6K – – –
5 6
7
8 9

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.