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Invesco S&P SmallCap 600 Revenue ETF

195 hedge funds and large institutions have $896M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

0.18% more ownership

Funds ownership: 56.54%56.72% (+0.18%)

0% more funds holding

Funds holding: 195195 (0)

9% less capital invested

Capital invested by funds: $989M → $896M (-$93M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
195
Holders Change
Holders Change %
0%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
77
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$2.79M +62,401 +2%
Ameriprise
2
Ameriprise
Minnesota
$110M +$25.4M +569,131 +27%
Morgan Stanley
3
Morgan Stanley
New York
$83M -$11.3M -253,600 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$62.5M +$2.09M +46,874 +3%
FFW
5
Fusion Family Wealth
New York
$58M +$2.73M +61,107 +4%
Bank of America
6
Bank of America
North Carolina
$45.9M +$3.62M +81,101 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$25.6M -$3.23M -72,279 -10%
Wells Fargo
8
Wells Fargo
California
$24.8M +$979K +21,909 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$24M +$2.48M +55,555 +10%
UBS Group
10
UBS Group
Switzerland
$21.8M +$1.79M +40,022 +8%
PAG
11
Private Advisor Group
New Jersey
$17.6M -$3.82M -85,413 -16%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$16M +$745K +16,669 +4%
MCM
13
MAI Capital Management
Ohio
$15.3M +$268K +6,000 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$954K +21,337 +6%
WAM
15
WFA Asset Management
Wisconsin
$13.5M +$4.28M +95,675 +43%
CPC
16
Consolidated Planning Corp
Georgia
$13.2M -$230K -5,141 -2%
AA
17
Ancora Advisors
Ohio
$12.7M -$107K -2,403 -0.8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.6M -$208K -4,654 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.21M +$5.25M +117,358 +197%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.95M -$33.7K -755 -0.4%
FIA
21
Foundations Investment Advisors
Arizona
$6.21M +$2.02M +45,284 +42%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.79M +$81.8K +1,831 +1%
SA
23
Sanctuary Advisors
Indiana
$5.78M +$131K +2,925 +2%
SWM
24
SK Wealth Management
Rhode Island
$5.72M -$1.3M -28,994 -16%
HI
25
Harbour Investments
Wisconsin
$5.65M +$1.41M +31,557 +29%

RWJ Hedge Fund Activity: Q1 2025 in Review

195 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q1 2025, worth a combined $896M — down 9.4% from $989M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new RWJ positions and 17 closed out — a net gain of 3 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was Ameriprise, adding an estimated $25.4M. The largest seller was Stifel Financial, cutting an estimated $12.6M.

  • 195 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $896M of Invesco S&P SmallCap 600 Revenue ETF stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 20 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $25.4M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q1 2025 was Stifel Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.