Invesco S&P SmallCap 600 Revenue ETF
70 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
37% more capital invested
Capital invested by funds: $115M → $157M (+$42.8M)
14.19% more ownership
Funds ownership: 160.39% → 174.58% (+14%)
13% more funds holding
Funds holding: 62 → 70 (+8)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.76M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$983K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$557K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
-$5.28M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.86M |
| 4 |
Morgan Stanley
New York
|
-$1.84M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$1.7M |
RWJ Hedge Fund Activity: Q4 2020 in Review
70 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2020, worth a combined $157M — up 37% from $115M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RWJ positions and 3 closed out — a net gain of 9 holders — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $3.76M. The largest seller was Tompkins Financial, cutting an estimated $5.28M.
- 70 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2020, up from 62 in Q3 2020.
- Funds reported $157M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2020, up 37% quarter-over-quarter.
- 12 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2020 and 3 closed out, a net change of +9 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2020 was Bank of America, an estimated $3.76M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2020 was Tompkins Financial, an estimated $5.28M sold.
Based on aggregated 13F filings for Q4 2020.