Invesco S&P SmallCap 600 Revenue ETF
139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 31
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $539M → $607M (+$68M)
1% more funds holding
Funds holding: 137 → 139 (+2)
6.17% less ownership
Funds ownership: 170.9% → 164.72% (-6.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $247K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.8M |
| 2 |
Morgan Stanley
New York
|
+$14.4M |
| 3 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$9.92M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.01M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$7.88M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.53M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$2.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.61M |
RWJ Hedge Fund Activity: Q1 2023 in Review
139 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2023, worth a combined $607M — up 13% from $539M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RWJ positions and 10 closed out — a net gain of 5 holders — while 70 added to existing stakes and 31 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.8M. The largest seller was Fermata Advisors, cutting an estimated $7.88M.
- 139 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2023, up from 137 in Q4 2022.
- Funds reported $607M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 15 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2023 and 10 closed out, a net change of +5 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2023 was LPL Financial, an estimated $18.8M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2023 was Fermata Advisors, an estimated $7.88M sold.
Based on aggregated 13F filings for Q1 2023.