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Invesco S&P SmallCap 600 Revenue ETF
RWJ

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: 195 → 195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$25.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.25M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.08M
4
IFG
Independent Financial Group
California
+$4.99M
5
WAM
WFA Asset Management
Wisconsin
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$12.6M
2
Morgan Stanley
Morgan Stanley
New York
-$11.3M
3
OP
ORG Partners
Indiana
-$5.89M
4
Mariner
Mariner
Kansas
-$4.5M
5
BFF
Byrne Financial Freedom
Massachusetts
-$4.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
NS
177
NBC Securities
Alabama
$10K +$12K +268 New
Citigroup
178
Citigroup
New York
$8.14K -$179 -4 -2%
AF
179
Allworth Financial
California
$7.73K – – –
FFA
180
Farther Finance Advisors
California
$6.48K +$7.11K +159 New
CFO
181
CVA Family Office
Colorado
$5.05K – – –
C
182
Covestor
United Kingdom
$5K -$1.21K -27 -17%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$4.52K +$4.96K +111 New
DFA
184
DHJJ Financial Advisors
Illinois
$4.4K +$4.83K +108 New
IRC
185
Investors Research Corp
Georgia
$3.17K – – –
CCM
186
Coldstream Capital Management
Washington
$3.17K +$3.49K +78 New
MAS
187
MPWM Advisory Solutions
Georgia
$2.56K – – –
RF
188
Robinswood Financial
Washington
$2.45K – – –
BNP Paribas Financial Markets
189
BNP Paribas Financial Markets
France
$1.71K – – –
FC
190
Fairscale Capital
New Hampshire
$1.47K – – –
SS
191
Sunbelt Securities
Texas
$977 +$1.07K +24 New
BCWM
192
Bartlett & Co Wealth Management
Ohio
$855 – – –
SWM
193
Spire Wealth Management
Virginia
$826 – – –
CW
194
Curio Wealth
Maryland
$366 +$45 +1 New
PWA
195
Physician Wealth Advisors
Utah
$248 – – –
HNB
196
Huntington National Bank
Ohio
$52 – – –
OP
197
ORG Partners
Indiana
– -$5.89M -128,773 Closed
PCA
198
Prosperity Capital Advisors
Ohio
– -$1.55M -33,807 Closed
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
– -$951K -20,783 Closed
JMFC
200
J.M. Forbes & Co
Massachusetts
– -$521K -11,389 Closed
5 6 7
8
9

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.