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Invesco S&P SmallCap 600 Revenue ETF
RWJ

137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

78% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 32

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

28% more capital invested

Capital invested by funds: $422M → $539M (+$117M)

5% more funds holding

Funds holding: 130 → 137 (+7)

0.93% more ownership

Funds ownership: 169.97% → 170.9% (+0.93%)

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
21
Increased
57
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$14.8M
2
Wells Fargo
Wells Fargo
California
+$9.79M
3
Mariner
Mariner
Kansas
+$8.9M
4
CAN
Cetera Advisor Networks
California
+$5.86M
5
Morgan Stanley
Morgan Stanley
New York
+$5.65M

Top Sellers

1
CPC
Consolidated Planning Corp
Georgia
-$3.45M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.27M
3
SPC
Sigma Planning Corp
Michigan
-$2.1M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.1M
5
IA
IFP Advisors
Florida
-$880K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$60M +$14.8M +406,818 +33%
Morgan Stanley
2
Morgan Stanley
New York
$52.4M +$5.65M +155,562 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.7M -$3.27M -90,060 -7%
FFW
4
Fusion Family Wealth
New York
$42.1M +$2.73M +75,183 +7%
Ameriprise
5
Ameriprise
Minnesota
$34.3M +$4.37M +120,159 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34M +$5.24M +144,288 +18%
Bank of America
7
Bank of America
North Carolina
$27.2M +$212K +5,841 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$24.6M +$2.02M +55,701 +9%
UBS Group
9
UBS Group
Switzerland
$22.3M +$2.52M +69,282 +13%
Wells Fargo
10
Wells Fargo
California
$21.7M +$9.79M +269,331 +82%
AA
11
Ancora Advisors
Ohio
$11.1M +$411K +11,322 +4%
HP
12
Hyperion Partners
Pennsylvania
$9.8M +$9.85M +271,011 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.6M +$492K +13,533 +5%
Mariner
14
Mariner
Kansas
$8.86M +$8.9M +244,896 New
FA
15
Fermata Advisors
California
$8.77M +$4.68M +128,814 +113%
CAN
16
Cetera Advisor Networks
California
$7.86M +$5.86M +161,337 +288%
NWM
17
NEIRG Wealth Management
Massachusetts
$7.46M -$170K -4,677 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.14M +$1.95M +53,610 +88%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4M -$345K -9,501 -8%
WAM
20
WFA Asset Management
Wisconsin
$3.96M +$2.87M +79,047 +260%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.84M +$540K +14,874 +16%
GIA
22
Gladstone Institutional Advisory
Florida
$3.61M +$1.09M +30,129 +43%
DWP
23
Destiny Wealth Partners
Florida
$3.54M +$164K +4,509 +5%
RJA
24
Raymond James & Associates
Florida
$3.53M +$2.24M +61,659 +171%
MTWM
25
Masso Torrence Wealth Management
New Jersey
$3.26M +$927K +25,524 +40%
1
2 3 4 5

RWJ Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q4 2022, worth a combined $539M — up 28% from $422M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RWJ positions and 12 closed out — a net gain of 9 holders — while 57 added to existing stakes and 32 trimmed.

The largest buyer was LPL Financial, adding an estimated $14.8M. The largest seller was Consolidated Planning Corp, cutting an estimated $3.45M.

  • 137 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q4 2022, up from 130 in Q3 2022.
  • Funds reported $539M of Invesco S&P SmallCap 600 Revenue ETF stock for Q4 2022, up 28% quarter-over-quarter.
  • 21 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q4 2022 and 12 closed out, a net change of +9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q4 2022 was LPL Financial, an estimated $14.8M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q4 2022 was Consolidated Planning Corp, an estimated $3.45M sold.

Based on aggregated 13F filings for Q4 2022.