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Invesco S&P SmallCap 600 Revenue ETF

182 hedge funds and large institutions have $833M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

1.81% less ownership

Funds ownership: 56.72%54.91% (-1.8%)

7% less funds holding

Funds holding: 195182 (-13)

7% less capital invested

Capital invested by funds: $896M → $833M (-$63.6M)

39% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 23

Holders
182
Holders Change
-13
Holders Change %
-6.67%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
70
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$117M -$18.5M -458,630 -14%
Morgan Stanley
2
Morgan Stanley
New York
$89M +$589K +14,616 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$77.7M -$37.1M -919,884 -34%
FFW
4
Fusion Family Wealth
New York
$62.5M +$783K +19,447 +1%
Bank of America
5
Bank of America
North Carolina
$51.5M +$2.51M +62,371 +6%
UBS Group
6
UBS Group
Switzerland
$35M +$11.1M +274,431 +51%
Raymond James Financial
7
Raymond James Financial
Florida
$28M -$35.8M -888,717 -58%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$27.4M +$183K +4,550 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$24M -$1.5M -37,333 -6%
Wells Fargo
10
Wells Fargo
California
$19.4M -$6.49M -161,085 -26%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$18.2M +$1.02M +25,391 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$1.86M +46,261 +13%
MCM
13
MAI Capital Management
Ohio
$17M +$678K +16,833 +4%
CPC
14
Consolidated Planning Corp
Georgia
$13.5M -$471K -11,699 -4%
AA
15
Ancora Advisors
Ohio
$12.5M -$1M -24,913 -8%
PAG
16
Private Advisor Group
New Jersey
$12.4M -$5.91M -146,620 -34%
WAM
17
WFA Asset Management
Wisconsin
$10.3M -$2.38M -59,103 -19%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.4M +$830K +20,606 +11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.99M +$303K +7,531 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.69M +$2.21M +54,767 +45%
IFG
21
Independent Financial Group
California
$7.47M +$2.46M +60,976 +55%
FIA
22
Foundations Investment Advisors
Arizona
$7.28M +$632K +15,687 +10%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.67M -$456K -11,322 -8%
SWM
24
SK Wealth Management
Rhode Island
$5.51M -$1.42M -35,154 -22%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.37M -$1.89M -46,888 -27%

RWJ Hedge Fund Activity: Q2 2025 in Review

182 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap 600 Revenue ETF (RWJ) for Q2 2025, worth a combined $833M — down 7.1% from $896M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of RWJ and 14 opened new positions — a net loss of 9 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Ameriprise, cutting an estimated $37.1M.

  • 182 institutional investors held Invesco S&P SmallCap 600 Revenue ETF (RWJ) as of Q2 2025, down from 195 in Q1 2025.
  • Funds reported $833M of Invesco S&P SmallCap 600 Revenue ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco S&P SmallCap 600 Revenue ETF positions in Q2 2025 and 23 closed out, a net change of -9 holders.
  • The largest Invesco S&P SmallCap 600 Revenue ETF buyer in Q2 2025 was UBS Group, an estimated $11.1M added.
  • The largest Invesco S&P SmallCap 600 Revenue ETF seller in Q2 2025 was Ameriprise, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2025.