Invesco S&P SmallCap 600 Revenue ETF
183 hedge funds and large institutions have $933M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 14 closing their positions.
107% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 14
91% more capital inflows, than outflows
Capital inflows: $80M | Capital outflows: $41.8M
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)
7% more funds holding
Funds holding: 171 → 183 (+12)
1.35% more ownership
Funds ownership: 55.29% → 56.65% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWS
Wellington Wealth Strategies
Indianapolis,
Indiana
|
+$15.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.18M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.26M |
| 5 |
Swisher Financial Concepts
Westerville,
Ohio
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.77M |
| 3 |
Steward Partners Investment Advisory
New York
|
-$4.36M |
| 4 |
Atria Investments
Charlotte,
North Carolina
|
-$3.35M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.58M |
RWJ Hedge Fund Activity: Q3 2024 in Review
183 of the 6,989 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 $933M — up 18% from $790M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new RWJ positions and 14 closed out — a net gain of 15 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.
- 183 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q3 2024, up from 171 in Q2 2024.
- Funds reported $933M of Invesco S&P SmallCap 600 Revenue ETF stock for Q3 2024, up 18% quarter-over-quarter.
- 29 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q3 2024 and 14 closed out, a net change of +15 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.