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Invesco S&P SmallCap 600 Revenue ETF
RWJ

181 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more capital invested

Capital invested by funds: $789M → $932M (+$143M)

6% more funds holding

Funds holding: 171 → 181 (+10)

1.32% more ownership

Funds ownership: 55.29% → 56.61% (+1.3%)

Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
75
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWS
Wellington Wealth Strategies
Indiana
+$15.1M
2
Ameriprise
Ameriprise
Minnesota
+$9.18M
3
LPL Financial
LPL Financial
California
+$3.94M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.26M
5
SFC
Swisher Financial Concepts
Ohio
+$3.22M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77M
3
SPIA
Steward Partners Investment Advisory
New York
-$4.36M
4
AI
Atria Investments
North Carolina
-$3.35M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$133M +$3.94M +91,192 +3%
Morgan Stanley
2
Morgan Stanley
New York
$102M +$2M +46,292 +2%
Ameriprise
3
Ameriprise
Minnesota
$87M +$9.18M +212,506 +13%
FFW
4
Fusion Family Wealth
New York
$60.8M +$2.74M +63,324 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$59M +$1.32M +30,478 +2%
Bank of America
6
Bank of America
North Carolina
$43.4M +$866K +20,030 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29.5M -$5.77M -133,457 -17%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.7M -$373K -8,637 -1%
Wells Fargo
9
Wells Fargo
California
$26.5M -$1.12M -25,956 -4%
PAG
10
Private Advisor Group
New Jersey
$23.9M -$406K -9,397 -2%
UBS Group
11
UBS Group
Switzerland
$22.2M +$93.3K +2,160 +0.4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$2.09M +48,323 +15%
HP
13
Hyperion Partners
Pennsylvania
$15.9M +$643K +14,873 +4%
WWS
14
Wellington Wealth Strategies
Indiana
$15.4M +$15.1M +348,743 New
AA
15
Ancora Advisors
Ohio
$14.5M +$65.4K +1,514 +0.5%
Stifel Financial
16
Stifel Financial
Missouri
$14.2M -$298K -6,896 -2%
CPC
17
Consolidated Planning Corp
Georgia
$12.5M +$2.35M +54,326 +25%
RJA
18
Raymond James & Associates
Florida
$11M -$498K -11,520 -5%
WAM
19
WFA Asset Management
Wisconsin
$10.4M -$1.31M -30,260 -12%
SWM
20
SK Wealth Management
Rhode Island
$8.52M +$8.04M +185,953 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$8.27M +$243K +5,612 +3%
Mariner
22
Mariner
Kansas
$7.95M +$57.6K +1,332 +0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.46M +$522K +12,080 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.41M +$1.73M +40,085 +33%
SFC
25
Swisher Financial Concepts
Ohio
$7.27M +$3.22M +74,556 +75%
1
2 3 4 5

RWJ Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q3 2024, worth a combined $932M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RWJ positions and 14 closed out — a net gain of 13 holders — while 75 added to existing stakes and 45 trimmed.

The largest buyer was Wellington Wealth Strategies, opening a new position worth an estimated $15.1M. The largest seller was Focus Partners Wealth, cutting an estimated $8M.

  • 181 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
  • Funds reported $932M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 27 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +13 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q3 2024 was Wellington Wealth Strategies, an estimated $15.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2024.