Invesco S&P SmallCap 600 Revenue ETF
177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
14% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 57
2% more funds holding
Funds holding: 174 → 177 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.13% less ownership
Funds ownership: 62.83% → 56.7% (-6.1%)
7% less capital invested
Capital invested by funds: $946M → $875M (-$70.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$9.69M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.68M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.3M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$5.28M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$85.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$14.1M |
| 3 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$7.48M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.51M |
RWJ Hedge Fund Activity: Q1 2024 in Review
177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2024, worth a combined $875M — down 7.5% from $946M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new RWJ positions and 14 closed out — a net gain of 5 holders — while 65 added to existing stakes and 57 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $85.4M.
- 177 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2024, up from 174 in Q4 2023.
- Funds reported $875M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
- 19 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2024 and 14 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $9.69M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.4M sold.
Based on aggregated 13F filings for Q1 2024.