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Invesco S&P SmallCap 600 Revenue ETF
RWJ

181 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $789M → $932M (+$143M)

6% more funds holding

Funds holding: 171 → 181 (+10)

1.32% more ownership

Funds ownership: 55.29% → 56.61% (+1.3%)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
75
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWS
Wellington Wealth Strategies
Indiana
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.18M
3
LPL Financial
LPL Financial
California
+$3.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
SFC
Swisher Financial Concepts
Ohio
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77M
3
SPIA
Steward Partners Investment Advisory
New York
-$4.36M
4
AI
Atria Investments
North Carolina
-$3.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
176
Investors Research Corp
Georgia
$3.56K – – –
RF
177
Robinswood Financial
Washington
$2.74K – – –
FC
178
Fairscale Capital
New Hampshire
$1.65K – – –
BCWM
179
Bartlett & Co Wealth Management
Ohio
$1.23K – – –
SWM
180
Spire Wealth Management
Virginia
$928 – – –
HNB
181
Huntington National Bank
Ohio
$52 – – –
ACA
182
Aptus Capital Advisors
Alabama
$46 +$43 +1 New
Citadel Advisors
183
Citadel Advisors
Florida
– -$2.55M -63,749 Closed
OFS
184
OneAscent Financial Services
Alabama
– -$521K -13,011 Closed
Renaissance Technologies
185
Renaissance Technologies
New York
– -$252K -6,300 Closed
BFWM
186
Bright Futures Wealth Management
New York
– -$227K -5,343 Closed
UWM
187
USAdvisors Wealth Management
Minnesota
– -$201K -5,033 Closed
RFA
188
Register Financial Advisors
Georgia
– -$87.8K -2,192 Closed
TSWM
189
Tyler-Stone Wealth Management
Ohio
– -$41.5K -1,036 Closed
WIA
190
Wetzel Investment Advisors
Indiana
– -$34.7K -810 Closed
ATPW
191
Ashton Thomas Private Wealth
Arizona
– -$17.3K -431 Closed
RWMG
192
Redwood Wealth Management Group
New Jersey
– -$7.73K -193 Closed
KFS
193
Kelly Financial Services
Massachusetts
– -$6.01K -150 Closed
IAIM
194
International Assets Investment Management
Florida
– -$4.93K -123 Closed
BHWM
195
Beaird Harris Wealth Management
Texas
– -$3.73K -93 Closed
AssetMark Inc
196
AssetMark Inc
California
– -$40 -1 Closed
4 5 6 7
8

RWJ Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2024, worth a combined $932M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 14 closed out — a net gain of 13 holders — while 75 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Wealth Strategies, opening a new position worth an estimated $15.1M. The largest seller was Focus Partners Wealth, cutting an estimated $8M.

  • 181 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $932M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2024 was Wellington Wealth Strategies, an estimated $15.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2024.