Invesco S&P SmallCap 600 Revenue ETF
41 hedge funds and large institutions have $148M invested in Invesco S&P SmallCap 600 Revenue ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5% more funds holding
Funds holding: 39 → 41 (+2)
1% more capital invested
Capital invested by funds: $146M → $148M (+$1.93M)
11.24% less ownership
Funds ownership: 178.19% → 166.94% (-11%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$6.28M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.66M |
| 3 |
JP Morgan Chase
New York
|
+$2.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.66M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$12.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.85M |
| 4 |
Morgan Stanley
New York
|
-$1.48M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$521K |
RWJ Hedge Fund Activity: Q1 2014 in Review
41 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2014, worth a combined $148M — up 1.3% from $146M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RWJ positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $6.28M. The largest seller was Cumberland Advisors, exiting entirely with an estimated $12.4M sold.
- 41 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2014, up from 39 in Q4 2013.
- Funds reported $148M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2014, up 1.3% quarter-over-quarter.
- 7 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2014 and 5 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2014 was Gateway Advisory, an estimated $6.28M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2014 was Cumberland Advisors, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2014.