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Invesco S&P SmallCap 600 Revenue ETF

55 hedge funds and large institutions have $249M invested in Invesco S&P SmallCap 600 Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

2% more funds holding

Funds holding: 54 → 55 (+1)

6.48% less ownership

Funds ownership: 61.68% → 55.2% (-6.5%)

59% less capital inflows, than outflows

Capital inflows: $19.5M | Capital outflows: $47.9M

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
17
Closed
4
Calls
$867K
Puts
–
Net Calls
+$867K
Net Calls Change
+$579K

RWJ Hedge Fund Activity: Q4 2017 in Review

55 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2017, worth a combined $249M — down 8.7% from $273M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RWJ positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $9.05M. The largest seller was Cerity Partners OCIO, cutting an estimated $31.9M.

  • 55 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $249M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2017, down 8.7% quarter-over-quarter.
  • 6 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2017 and 4 closed out, a net change of +2 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2017 was Commonwealth Equity Services, an estimated $9.05M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2017 was Cerity Partners OCIO, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2017.