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Invesco S&P SmallCap 600 Revenue ETF (RWJ) Institutional Ownership

Invesco S&P SmallCap 600 Revenue ETF logo
$40.73 -0.30 (-0.73%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$40.71 -0.02 (-0.05%)
As of 05/23/2025 07:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$279.28M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$62.54M
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Skip Chart & View Institutional Buying and Selling Data

RWJ Institutional Buying and Selling by Quarter

Invesco S&P SmallCap 600 Revenue ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.15,423$628K0.0%+9.7%0.043%
5/20/2025 Belpointe Asset Management LLC20,944$852K0.0%+21.0%0.058%
5/20/2025 Focus Partners Wealth394,108$16.04M0.0%+4.4%1.100%
5/19/2025 Jane Street Group LLC43,073$1.75M0.0%+29.3%0.120%
5/16/2025 Arete Wealth Advisors LLC76,685$3.12M0.2%-5.3%0.214%
5/16/2025 Jones Financial Companies Lllp19,289$785K0.0%-45.9%0.054%
5/16/2025 NewEdge Advisors LLC33,557$1.37M0.0%+6.7%0.094%
5/16/2025 Ancora Advisors LLC313,039$12.74M0.3%-0.8%0.874%
5/15/2025 Royal Bank of Canada122,906$5.00M0.0%+27.2%0.343%
5/15/2025 MAI Capital Management375,989$15.30M0.1%+1.6%1.050%
5/15/2025 Calton & Associates Inc.5,618$229K0.1%+14.0%0.016%
5/14/2025 Comerica Bank5,095$207K0.0%-21.0%0.014%
5/14/2025 Northwestern Mutual Wealth Management Co.350,104$14.25M0.0%+6.5%0.977%
5/14/2025 Kestra Advisory Services LLC39,070$1.59M0.0%-11.7%0.109%
5/14/2025 Ameriprise Financial Inc.2,712,824$110.42M0.0%+26.5%7.573%
5/14/2025 Lionsbridge Wealth Management LLC22,404$912K0.8%-13.6%0.063%
5/14/2025 Capital Analysts LLC922$38K0.0%-28.6%0.003%
5/14/2025 Legacy Financial Advisors Inc.27,193$1.11M0.2%+3.9%0.076%
5/13/2025 Raymond James Financial Inc.1,535,709$62.50M0.0%+3.1%4.287%
5/13/2025 Nations Financial Group Inc. IA ADV13,700$558K0.0%-7.2%0.038%
5/13/2025 HighTower Advisors LLC26,644$1.08M0.0%-3.2%0.074%
5/12/2025 Aveo Capital Partners LLC8,553$335K0.1%-54.7%0.024%
5/12/2025 Potentia Wealth112,111$4.56M2.1%+5.6%0.309%
5/9/2025 Tidemark LLC2,340$95K0.0%-75.8%0.006%
5/9/2025 Atria Wealth Solutions Inc.12,800$521K0.0%-30.2%0.035%
5/9/2025 Thoroughbred Financial Services LLC63,646$2.59M0.2%+0.9%0.176%
5/9/2025 MWA Asset Management8,880$361K0.3%+3.9%0.025%
5/9/2025 Commonwealth Equity Services LLC629,295$25.61M0.0%-10.3%1.736%
5/8/2025 IFG Advisory LLC66,482$2.71M0.1%-1.6%0.183%
5/8/2025 MONECO Advisors LLC79,533$3.24M0.3%+1.1%0.219%
5/8/2025 US Bancorp DE41,466$1.69M0.0%+129.1%0.114%
5/8/2025 Harbour Investments Inc.138,742$5.65M0.2%+29.4%0.383%
5/8/2025 NorthRock Partners LLC1,782$73K0.0%N/A0.005%
5/7/2025 Foundations Investment Advisors LLC152,537$6.21M0.1%+42.2%0.421%
5/7/2025 Vantage Financial Partners LLC30,187$1.23M0.3%+9.5%0.083%
5/7/2025 LPL Financial LLC3,164,873$128.81M0.1%+2.0%8.733%
5/7/2025 Valued Retirements Inc.61,671$2.51M3.3%-28.3%0.170%
5/6/2025 Cetera Investment Advisers177,033$7.21M0.0%+196.7%0.489%
5/6/2025 Avantax Advisory Services Inc.68,785$2.80M0.0%+7.9%0.190%
5/6/2025 Guidance Capital Inc.27,823$1.11M0.3%+20.4%0.077%
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5/6/2025 Choreo LLC6,419$261K0.0%-10.3%0.018%
5/6/2025 Obermeyer Wealth Partners18,909$770K0.0%-10.1%0.052%
5/5/2025 IFP Advisors Inc90,492$3.68M0.1%+6.4%0.250%
5/5/2025 OneAscent Financial Services LLC11,657$474K0.0%-6.9%0.032%
5/5/2025 Calton & Associates Inc.9,241$376K0.0%+87.4%0.025%
5/5/2025 Private Advisor Group LLC432,449$17.60M0.1%-16.5%1.193%
5/2/2025 Montis Financial LLC8,673$353K0.1%-33.1%0.024%
5/2/2025 James Investment Research Inc.50,302$2.05M0.3%+1.8%0.139%
5/2/2025 First Command Advisory Services Inc.3,567$145K0.0%+34.4%0.010%
5/2/2025 Sigma Planning Corp32,774$1.33M0.0%-8.6%0.090%
4/30/2025 Cerity Partners LLC19,581$797K0.0%-5.0%0.054%
4/30/2025 New Insight Wealth Advisors13,708$558K0.3%-9.4%0.038%
4/30/2025 Stratos Wealth Partners LTD.39,005$1.59M0.0%-3.4%0.108%
4/30/2025 Liberty One Investment Management LLC47,097$1.92M0.2%-2.6%0.130%
4/30/2025 Brown Advisory Inc.12,801$521K0.0%+4.3%0.035%
4/29/2025 Byrne Financial Freedom LLC20,699$842K0.5%-81.5%0.057%
4/29/2025 Envestnet Asset Management Inc.142,371$5.80M0.0%+1.3%0.393%
4/29/2025 Onyx Bridge Wealth Group LLC35,505$1.45M0.2%+55.5%0.098%
4/28/2025 Fusion Family Wealth LLC1,425,274$58.01M5.3%+4.5%3.933%
4/28/2025 Rovin Capital UT ADV12,539$510K0.2%+9.3%0.035%
4/25/2025 Kendall Capital Management23,650$963K0.3%N/A0.065%
4/25/2025 Sovran Advisors LLC57,969$2.15M0.3%+83.9%0.160%
4/24/2025 Tsfg LLC11,029$449K0.1%-4.7%0.030%
4/23/2025 Bessemer Group Inc.7,165$292K0.0%-15.5%0.020%
4/22/2025 Consolidated Planning Corp324,297$13.20M1.8%-1.6%0.895%
4/22/2025 Flagship Harbor Advisors LLC6,687$272K0.0%+5.3%0.018%
4/22/2025 Cambridge Investment Research Advisors Inc.170,823$6.95M0.0%-0.4%0.471%
4/22/2025 SK Wealth Management LLC156,910$6.39M3.4%-15.6%0.433%
4/22/2025 Cyr Financial Inc.105,215$4.28M4.3%+2.4%0.290%
4/22/2025 World Equity Group Inc.7,209$293K0.1%-46.7%0.020%
4/18/2025 Edge Financial Advisors LLC26,029$1.06M0.7%N/A0.067%
4/17/2025 Copia Wealth Management8,960$365K0.3%+3.9%0.023%
4/17/2025 Sowell Financial Services LLC17,922$729K0.0%+27.6%0.046%
4/17/2025 Janney Montgomery Scott LLC34,601$1.41M0.0%-2.5%0.089%
4/17/2025 CHB Investment Group LLC24,202$985K0.5%+14.9%0.062%
4/17/2025 Pacific Sun Financial Corp40,298$1.64M0.9%+3.8%0.104%
4/16/2025 Wealth Enhancement Advisory Services LLC186,734$7.60M0.0%-2.4%0.480%
4/16/2025 Opinicus Capital Inc.36,677$1.49M1.3%+1.2%0.094%
4/14/2025 WFA Asset Management Corp315,667$13.51M7.9%+43.5%0.812%
4/14/2025 KMG Fiduciary Partners LLC21,388$870K0.1%-2.0%0.055%
4/14/2025 Patriot Financial Group Insurance Agency LLC29,603$1.21M0.2%+5.7%0.076%
4/14/2025 Whitaker Myers Wealth Managers LTD.4,926$200K0.1%+9.8%0.013%
4/11/2025 LPF Advisors LLC9,871$402K0.3%-18.0%0.025%
4/10/2025 Fermata Advisors LLC54,725$2.23M0.4%-35.9%0.141%
4/10/2025 Cathy Pareto & Associates Inc.26,225$1.07M0.9%+31.4%0.067%
4/10/2025 Whipplewood Advisors LLC28,629$1.17M0.4%+134.1%0.074%
4/9/2025 Swisher Financial Concepts Inc.26,521$1.08M0.9%-31.4%0.068%
3/17/2025 Wealth Enhancement Advisory Services LLC191,388$8.76M0.0%+5.8%0.490%
3/6/2025 Copia Wealth Management8,623$395K0.4%N/A0.022%
2/28/2025 Brooklyn FI LLC57,600$2.69M0.4%N/A0.148%
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2/24/2025 Hall Capital Management Co. Inc.6,700$307K0.1%N/A0.019%
2/19/2025 Retirement Planning Group LLC NY11,158$511K0.6%N/A0.031%
2/17/2025 Waverly Advisors LLC4,662$213K0.0%N/A0.013%
2/17/2025 WBI Investments LLC9,277$425K0.1%+16.5%0.026%
2/17/2025 Two Sigma Investments LP5,225$239K0.0%-82.9%0.015%
2/17/2025 Main Street Group LTD32,779$1.50M0.6%+10,111.5%0.091%
2/17/2025 Obermeyer Wealth Partners21,031$962K0.1%+18.9%0.058%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,570$209K0.1%N/A0.013%
2/17/2025 Focus Partners Wealth377,439$17.27M0.0%+277.3%1.049%
2/17/2025 D. E. Shaw & Co. Inc.8,887$407K0.0%-35.1%0.025%
(Data available from 1/1/2016 forward)

RWJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWJ shares?

During the previous two years, 220 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($128.81M), Ameriprise Financial Inc. ($110.42M), Raymond James Financial Inc. ($62.50M), Fusion Family Wealth LLC ($58.01M), Raymond James Financial Services Advisors Inc. ($50.54M), Bank of America Corp DE ($47.90M), and Osaic Holdings Inc. ($33.18M).Learn more on RWJ's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap 600 Revenue ETF stock?

Of the 196 institutional investors that purchased Invesco S&P SmallCap 600 Revenue ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.46M), Ameriprise Financial Inc. ($1.68M), Raymond James Financial Inc. ($1.54M), Fusion Family Wealth LLC ($1.01M), Raymond James Financial Services Advisors Inc. ($961.35K), Commonwealth Equity Services LLC ($871.79K), and Private Advisor Group LLC ($470.13K).

How much institutional buying is happening at Invesco S&P SmallCap 600 Revenue ETF?

Institutional investors have bought a total of 17,086,811 shares in the last 24 months. This purchase volume represents approximately $680.79M in transactions.

Which Invesco S&P SmallCap 600 Revenue ETF major shareholders have been selling company stock?

Of the 107 institutional investors that sold Invesco S&P SmallCap 600 Revenue ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($527.26K), Onyx Bridge Wealth Group LLC ($316.80K), Osaic Holdings Inc. ($167.20K), Private Advisor Group LLC ($162.16K), Connectus Wealth LLC ($151.60K), Swisher Financial Concepts Inc. ($147.30K), and Cetera Investment Advisers ($99.64K).

How much institutional selling is happening at Invesco S&P SmallCap 600 Revenue ETF?

Institutional investors have sold a total of 3,159,508 shares in the last 24 months. This volume of shares sold represents approximately $133.58M in transactions.



This page (NYSEARCA:RWJ) was last updated on 5/25/2025 by MarketBeat.com Staff
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