We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF

122 hedge funds and large institutions have $462M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $395M → $462M (+$67M)

12.64% more ownership

Funds ownership: 163.64%176.28% (+13%)

1% more funds holding

Funds holding: 121122 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
122
Holders Change
+1
Holders Change %
+0.83%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
53
Reduced
29
Closed
13
Calls
$312K
Puts
Net Calls
+$312K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.5M +$1.56M +39,114 +3%
LPL Financial
2
LPL Financial
California
$46.1M +$11.1M +278,940 +32%
FFW
3
Fusion Family Wealth
New York
$41.9M +$1.95M +48,966 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$39M +$5.35M +134,169 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$29.5M +$7.42M +186,036 +34%
Bank of America
6
Bank of America
North Carolina
$25.5M -$3.3M -82,782 -12%
UBS Group
7
UBS Group
Switzerland
$18.7M +$6.23M +156,318 +50%
Ameriprise
8
Ameriprise
Minnesota
$18.5M +$14.6M +367,170 +386%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.7M +$8.04M +201,810 +75%
Wells Fargo
10
Wells Fargo
California
$12.8M +$3.27M +82,119 +34%
EWP
11
Engrave Wealth Partners
Texas
$12.6M -$107K -2,676 -0.8%
AA
12
Ancora Advisors
Ohio
$10.3M +$93.5K +2,346 +0.9%
PAG
13
Private Advisor Group
New Jersey
$9.04M +$4.8M +120,396 +114%
NWM
14
NEIRG Wealth Management
Massachusetts
$8.77M -$531K -13,314 -6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$8.47M +$2.25M +56,466 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.44M +$3.38M +84,828 +166%
CPC
17
Consolidated Planning Corp
Georgia
$4.48M +$402K +10,080 +10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.08M -$2.06M -51,762 -34%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.03M +$1.16M +29,109 +41%
OMC
20
Old Mission Capital
Illinois
$3.82M +$904K +22,674 +31%
NA
21
NewEdge Advisors
Louisiana
$3.77M +$381K +9,570 +11%
DWP
22
Destiny Wealth Partners
Florida
$3.58M +$3.57M +89,598 New
SPC
23
Sigma Planning Corp
Michigan
$3.36M +$281K +7,059 +9%
FA
24
Fermata Advisors
California
$3.28M +$226K +5,670 +7%
RJA
25
Raymond James & Associates
Florida
$3.27M +$506K +12,705 +18%

RWJ Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2022, worth a combined $462M — up 17% from $395M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new RWJ positions and 13 closed out — a net gain of 3 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was Ameriprise, adding an estimated $14.6M. The largest seller was First Heartland Consultants, cutting an estimated $6M.

  • 122 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2022, up from 121 in Q4 2021.
  • Funds reported $462M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2022, up 17% quarter-over-quarter.
  • 16 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2022 and 13 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2022 was Ameriprise, an estimated $14.6M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2022 was First Heartland Consultants, an estimated $6M sold.

Based on aggregated 13F filings for Q1 2022.