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Invesco S&P SmallCap 600 Revenue ETF
RWJ

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

2% more funds holding

Funds holding: 174 → 177 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.13% less ownership

Funds ownership: 62.83% → 56.7% (-6.1%)

7% less capital invested

Capital invested by funds: $946M → $875M (-$70.7M)

Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$9.69M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.68M
3
PAG
Private Advisor Group
New Jersey
+$7.3M
4
ACP
Aveo Capital Partners
Colorado
+$5.28M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.13M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$85.4M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.1M
3
OBWG
Onyx Bridge Wealth Group
New York
-$7.48M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.81M
5
Bank of America
Bank of America
North Carolina
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$123M -$1.76M -43,349 -1%
Morgan Stanley
2
Morgan Stanley
New York
$92.9M -$85.4M -2,096,942 -49%
Ameriprise
3
Ameriprise
Minnesota
$61M -$2.03M -49,809 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$57.2M +$3.13M +76,936 +6%
FFW
5
Fusion Family Wealth
New York
$53.2M +$1.32M +32,494 +3%
Bank of America
6
Bank of America
North Carolina
$44M -$2.51M -61,723 -6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$36M -$14.1M -346,508 -29%
Osaic Holdings
8
Osaic Holdings
Arizona
$33.2M -$6.81M -167,201 -18%
Wells Fargo
9
Wells Fargo
California
$30.2M +$2.17M +53,290 +8%
PAG
10
Private Advisor Group
New Jersey
$25.2M +$7.3M +179,262 +44%
UBS Group
11
UBS Group
Switzerland
$21.7M -$480K -11,802 -2%
AA
12
Ancora Advisors
Ohio
$13.6M +$319K +7,849 +3%
WAM
13
WFA Asset Management
Wisconsin
$13.5M -$683K -16,772 -5%
HP
14
Hyperion Partners
Pennsylvania
$13.5M +$473K +11,622 +4%
Stifel Financial
15
Stifel Financial
Missouri
$13.4M +$314K +7,708 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$981K +24,110 +9%
Mariner
17
Mariner
Kansas
$10.8M +$1.12M +27,434 +12%
RJA
18
Raymond James & Associates
Florida
$10.4M -$203K -4,999 -2%
WWS
19
Wellington Wealth Strategies
Indiana
$10.4M -$1.89M -46,426 -16%
CW
20
Connectus Wealth
Ohio
$9.71M +$898K +22,051 +11%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$9.46M +$9.69M +238,091 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$9.38M +$8.68M +213,270 +3,705%
CPC
23
Consolidated Planning Corp
Georgia
$9.01M +$323K +7,925 +4%
CAN
24
Cetera Advisor Networks
California
$8.59M +$70K +1,720 +0.9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.68M -$625K -15,351 -9%
1
2 3 4 5

RWJ Hedge Fund Activity: Q1 2024 in Review

177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2024, worth a combined $875M — down 7.5% from $946M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new RWJ positions and 14 closed out — a net gain of 5 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $85.4M.

  • 177 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $875M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2024, down 7.5% quarter-over-quarter.
  • 19 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2024 and 14 closed out, a net change of +5 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $9.69M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $85.4M sold.

Based on aggregated 13F filings for Q1 2024.