Invesco S&P SmallCap 600 Revenue ETF
62 hedge funds and large institutions have $115M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $105M → $115M (+$10.1M)
7.7% more ownership
Funds ownership: 152.69% → 160.39% (+7.7%)
3% more funds holding
Funds holding: 60 → 62 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$2.85M |
| 2 |
FFW
Fusion Family Wealth
Woodbury,
New York
|
+$2.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$467K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.87M |
| 2 |
Morgan Stanley
New York
|
-$1.15M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$814K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$569K |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$521K |
RWJ Hedge Fund Activity: Q3 2020 in Review
62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2020, worth a combined $115M — up 9.7% from $105M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RWJ positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $2.85M. The largest seller was Royal Bank of Canada, cutting an estimated $1.87M.
- 62 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2020, up from 60 in Q2 2020.
- Funds reported $115M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2020, up 9.7% quarter-over-quarter.
- 6 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2020 was Buckingham Strategic Wealth, an estimated $2.85M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2020 was Royal Bank of Canada, an estimated $1.87M sold.
Based on aggregated 13F filings for Q3 2020.