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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
IAA
201
Independent Advisor Alliance
North Carolina
– -$516K -11,277 Closed
MW
202
Maia Wealth
Colorado
– -$494K -10,354 Closed
WI
203
WBI Investments
New Jersey
– -$425K -9,277 Closed
FFS
204
Founders Financial Securities
Maryland
– -$307K -6,702 Closed
MF
205
Meridian Financial
Massachusetts
– -$227K -4,965 Closed
SEIA
206
Signature Estate & Investment Advisors
California
– -$224K -4,894 Closed
UW
207
Unique Wealth
Florida
– -$220K -4,800 Closed
KV
208
Kickstand Ventures
New York
– -$215K -4,693 Closed
WA
209
Waverly Advisors
Alabama
– -$213K -4,662 Closed
ISFAN
210
Investor's Fiduciary Advisor Network
Washington
– -$209K -4,570 Closed
CFGS
211
Concourse Financial Group Securities
Alabama
– -$25.6K -541 Closed
AssetMark Inc
212
AssetMark Inc
California
– -$8.97K -196 Closed
ATS
213
Ashton Thomas Securities
New York
– -$6.86K -150 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.