We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF
RWJ

28 hedge funds and large institutions have $76.8M invested in Invesco S&P SmallCap 600 Revenue ETF in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150.66% more ownership

Funds ownership: 0% → 150.66% (+151%)

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.8M +$30M +2,117,322 New
Wells Fargo
2
Wells Fargo
California
$12M +$11.7M +823,602 New
Bank of America
3
Bank of America
North Carolina
$9.65M +$9.39M +662,412 New
CA
4
Cumberland Advisors
Florida
$5.39M +$5.24M +369,750 New
U
5
UBS
Switzerland
$2.96M +$2.88M +203,181 New
AA
6
Ancora Advisors
Ohio
$2.5M +$2.43M +171,483 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.46M +$2.4M +168,966 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.9M +$1.85M +130,701 New
LPL Financial
9
LPL Financial
California
$1.7M +$1.66M +116,850 New
CWM
10
Concert Wealth Management
California
$1.44M +$1.41M +99,267 New
MIH
11
Madison Investment Holdings
Wisconsin
$1.25M +$1.22M +86,061 New
CIBC World Market
12
CIBC World Market
Ontario, Canada
$946K +$921K +64,950 New
RP
13
Reinhart Partners
Wisconsin
$811K +$790K +55,698 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$757K +$737K +51,963 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$710K +$691K +48,732 New
Macquarie Group
16
Macquarie Group
Australia
$346K +$337K +23,739 New
PI
17
Placemark Investments
Illinois
$266K +$259K +18,273 New
NES
18
New England Securities
New York
$225K +$219K +15,429 New
BRWA
19
B. Riley Wealth Advisors
Florida
$193K +$188K +13,260 New
SG Americas Securities
20
SG Americas Securities
New York
$191K +$186K +13,143 New
WRM
21
Westport Resources Management
Connecticut
$140K +$136K +9,600 New
Deutsche Bank
22
Deutsche Bank
Germany
$40K +$39.6K +2,790 New
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$35K +$34K +2,400 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$29K +$27.8K +1,959 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$17K +$16.6K +1,170 New
1
2

RWJ Hedge Fund Activity: Q2 2013 in Review

28 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2013, worth a combined $76.8M.

Buyers outnumbered sellers: 28 funds opened new RWJ positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

  • 28 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $76.8M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2013.
  • 28 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2013 and 0 closed out, a net change of +28 holders.

Based on aggregated 13F filings for Q2 2013.