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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
FCAS
151
First Command Advisory Services
Texas
$145K +$40.8K +912 +34%
PTC
152
Private Trust Company
Ohio
$141K
LC
153
Lindbrook Capital
California
$122K
CA
154
Crewe Advisors
Utah
$101K -$9.21K -206 -8%
T
155
Tidemark
California
$95.2K -$328K -7,341 -76%
ACA
156
Aptus Capital Advisors
Alabama
$92.7K +$52.4K +1,172 +106%
CFD
157
Creative Financial Designs
Indiana
$79.3K
EWP
158
Elevation Wealth Partners
California
$78.5K
SSB
159
Sandy Spring Bank
Maryland
$75.9K
KWM
160
Kiker Wealth Management
Georgia
$74.3K +$2.01K +45 +3%
NP
161
NorthRock Partners
Minnesota
$72.5K +$79.6K +1,782 New
HPC
162
HM Payson & Co
Maine
$51K
VNA
163
Valley National Advisers
Pennsylvania
$47K
CAL
164
Capital Analysts LLC
Pennsylvania
$38K -$16.5K -370 -29%
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$36.9K
AIM
166
Anchor Investment Management
South Carolina
$31.6K
AG
167
AmeriFlex Group
Nevada
$31.1K +$34.2K +765 New
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$24.9K +$27.4K +613 New
TF
169
Tompkins Financial
New York
$22.2K -$20.2K -453 -45%
AWM
170
AE Wealth Management
Kansas
$19.8K
OAJ
171
Ogorek Anthony Joseph
New York
$17K +$89 +2 +0.5%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$16.2K +$17.8K +399 New
GWSG
173
GPS Wealth Strategies Group
Colorado
$15.3K
NWM
174
Nova Wealth Management
Florida
$14.7K +$16.1K +361 New
IWP
175
IAG Wealth Partners
Wisconsin
$14K

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.