Invesco S&P SmallCap 600 Revenue ETF
47 hedge funds and large institutions have $148M invested in Invesco S&P SmallCap 600 Revenue ETF in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 6 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4.14% less ownership
Funds ownership: 165.46% → 161.32% (-4.1%)
8% less capital invested
Capital invested by funds: $161M → $148M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$1.45M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$668K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$565K |
| 5 |
CPO
Cerity Partners OCIO
New York
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.81M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$1.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$728K |
| 4 |
BCMO
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
-$714K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$651K |
RWJ Hedge Fund Activity: Q3 2014 in Review
47 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2014, worth a combined $148M — down 8.1% from $161M a quarter earlier.
Fund positioning in RWJ was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 19 added to existing stakes and 13 trimmed.
The largest buyer was UBS, adding an estimated $1.45M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $2.81M sold.
- 47 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $148M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2014, down 8.1% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2014 and 6 closed out, a net change of 0 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2014 was UBS, an estimated $1.45M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2014 was JP Morgan Chase, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2014.