Invesco S&P SmallCap 600 Revenue ETF
152 hedge funds and large institutions have $711M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
65% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 40
6% more funds holding
Funds holding: 144 → 152 (+8)
3% more capital invested
Capital invested by funds: $693M → $711M (+$18.7M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $685K
108.86% less ownership
Funds ownership: 163.75% → 54.9% (-109%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.71M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.52M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$8M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.57M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.16M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$3.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.52M |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$1.47M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$1.46M |
RWJ Hedge Fund Activity: Q3 2023 in Review
152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2023, worth a combined $711M — up 2.7% from $693M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new RWJ positions and 16 closed out — a net gain of 11 holders — while 66 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.71M. The largest seller was Wells Fargo, cutting an estimated $5.16M.
- 152 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2023, up from 144 in Q2 2023.
- Funds reported $711M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2023, up 2.7% quarter-over-quarter.
- 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2023 and 16 closed out, a net change of +11 holders.
- The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2023 was Morgan Stanley, an estimated $9.71M added.
- The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2023 was Wells Fargo, an estimated $5.16M sold.
Based on aggregated 13F filings for Q3 2023.