Invesco S&P SmallCap 600 Revenue ETF
54 hedge funds and large institutions have $273M invested in Invesco S&P SmallCap 600 Revenue ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 8 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
5% less capital invested
Capital invested by funds: $287M → $273M (-$14.5M)
7.94% less ownership
Funds ownership: 155.29% → 147.35% (-7.9%)
10% less funds holding
Funds holding: 60 → 54 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.03M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$1.84M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
+$1.76M |
| 4 |
SI
SII Investments
Appleton,
Wisconsin
|
+$1.09M |
| 5 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$919K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$14.3M |
| 2 |
Morgan Stanley
New York
|
-$3.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.47M |
RWJ Hedge Fund Activity: Q3 2017 in Review
54 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2017, worth a combined $273M — down 5% from $287M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of RWJ and 2 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 21 added.
The largest buyer was Private Advisor Group, adding an estimated $2.03M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $14.3M sold.
- 54 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2017, down from 60 in Q2 2017.
- Funds reported $273M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2017, down 5% quarter-over-quarter.
- 2 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2017 and 8 closed out, a net change of -6 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2017 was Private Advisor Group, an estimated $2.03M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2017 was Cardan Capital Partners, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2017.