Invesco S&P SmallCap 600 Revenue ETF
60 hedge funds and large institutions have $105M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 12 closing their positions.
3% more capital invested
Capital invested by funds: $102M → $105M (+$3.03M)
7.47% less ownership
Funds ownership: 160.16% → 152.69% (-7.5%)
12% less funds holding
Funds holding: 68 → 60 (-8)
64% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 33
67% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.11M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$546K |
| 3 |
Rockefeller Capital Management
New York
|
+$505K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$486K |
| 5 |
TF
Tompkins Financial
Ithaca,
New York
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.06M |
| 3 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
-$2.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.02M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.99M |
RWJ Hedge Fund Activity: Q2 2020 in Review
60 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2020, worth a combined $105M — up 3% from $102M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of RWJ and 4 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 12 added.
The largest buyer was UBS Group, adding an estimated $2.11M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.7M.
- 60 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2020, down from 68 in Q1 2020.
- Funds reported $105M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2020, up 3% quarter-over-quarter.
- 4 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2020 and 12 closed out, a net change of -8 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2020 was UBS Group, an estimated $2.11M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2020 was Commonwealth Equity Services, an estimated $9.7M sold.
Based on aggregated 13F filings for Q2 2020.