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

Invesco S&P SmallCap 600 Revenue ETF logo
$39.82 +0.86 (+2.21%)
As of 05/2/2025 04:10 PM Eastern
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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)
$248.87M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$64.69M
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RWJ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Montis Financial LLC8,673$353K0.1%-33.1%0.024%
5/2/2025James Investment Research Inc.50,302$2.05M0.3%+1.8%0.139%
5/2/2025First Command Advisory Services Inc.3,567$145K0.0%+34.4%0.010%
5/2/2025Sigma 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%
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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%
2/28/2025Brooklyn FI LLC57,600$2.69M0.4%N/A0.148%
2/24/2025Hall 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%
2/17/2025Waverly Advisors LLC4,662$213K0.0%N/A0.013%
2/17/2025WBI Investments LLC9,277$425K0.1%+16.5%0.026%
2/17/2025Two Sigma Investments LP5,225$239K0.0%-82.9%0.015%
2/17/2025Main Street Group LTD32,779$1.50M0.6%+10,111.5%0.091%
2/17/2025Obermeyer Wealth Partners21,031$962K0.1%+18.9%0.058%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,570$209K0.1%N/A0.013%
2/17/2025Focus Partners Wealth377,439$17.27M0.0%+277.3%1.049%
2/17/2025D. E. Shaw & Co. Inc.8,887$407K0.0%-35.1%0.025%
2/17/2025EP Wealth Advisors LLC10,654$488K0.0%+125.8%0.030%
2/17/2025CoreCap Advisors LLC35,442$1.62M0.1%+10.4%0.099%
2/17/2025Cornerstone Financial Group LLC NE 7,271$333K0.3%N/A0.020%
2/17/2025Cetera Investment Advisers59,675$2.73M0.0%-57.3%0.166%
2/17/2025Captrust Financial Advisors5,581$255K0.0%+6.8%0.016%
2/17/2025Bank of America Corp DE1,046,759$47.90M0.0%+10.3%2.910%
2/17/2025Ameriprise Financial Inc.2,143,693$98.09M0.0%+12.7%5.960%
2/17/2025Aptus Capital Advisors LLC1,106$51K0.0%+110,500.0%0.003%
2/17/2025Ancora Advisors LLC315,442$14.44M0.3%-0.5%0.877%
2/14/2025Mercer Global Advisors Inc. ADV5,505$252K0.0%-52.4%0.015%
2/14/2025Jane Street Group LLC33,322$1.53M0.0%N/A0.093%
2/14/2025Oxford Wealth Group LLC107,208$4.91M3.2%+229.4%0.298%
2/14/2025Stifel Financial Corp304,218$13.92M0.0%-2.4%0.846%
2/14/2025MML Investors Services LLC84,611$3.87M0.0%+8.9%0.235%
2/13/2025NewEdge Advisors LLC31,454$1.44M0.0%-3.9%0.087%
2/13/2025 Insigneo Advisory Services LLC7,240$331K0.0%+44.2%0.020%
2/13/2025Integrity Wealth Advisors Inc.11,201$513K0.4%N/A0.031%
2/13/2025Belpointe Asset Management LLC17,309$773K0.0%-7.2%0.048%
2/13/2025Mariner LLC178,206$8.16M0.0%+2.4%0.495%
2/13/2025Summit Investment Advisors Inc.22,639$1.04M0.9%+8.2%0.063%
2/13/2025Rockefeller Capital Management L.P.35,520$1.63M0.0%-3.7%0.099%
2/13/2025 Glass Jacobson Investment Advisors llc807$37K0.0%+258.7%0.002%
2/13/2025Legacy Financial Advisors Inc.26,176$1.20M0.2%+1.3%0.073%
2/13/2025Renaissance Technologies LLC6,296$288K0.0%N/A0.018%
2/13/2025 Swisher Financial Concepts Inc.38,673$1.77M2.1%-77.8%0.108%
2/13/2025 Envestnet Asset Management Inc.140,540$6.43M0.0%-13.8%0.391%
2/13/2025Wells Fargo & Company MN587,436$26.88M0.0%+1.5%1.633%
2/12/2025Thoroughbred Financial Services LLC63,063$2.89M0.2%-9.4%0.175%
2/12/2025Arete Wealth Advisors LLC80,941$3.70M0.3%+5.6%0.225%
2/12/2025 World Investment Advisors36,328$1.66M0.0%+33.9%0.101%
2/12/2025Nottingham Advisors Inc.26,680$1.22M0.2%-1.8%0.074%
2/12/2025OneAscent Financial Services LLC12,520$573K0.0%N/A0.035%
2/12/2025Orion Portfolio Solutions LLC17,769$813K0.0%-14.0%0.049%
2/12/2025JPMorgan Chase & Co.37,559$1.72M0.0%+97.5%0.104%
2/12/2025Ausdal Financial Partners Inc.25,038$1.15M0.1%+5.5%0.070%
2/12/2025Potentia Wealth106,120$4.86M2.2%N/A0.295%
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2/11/2025Modern Wealth Management LLC8,243$383K0.0%-6.5%0.023%
2/11/2025LPL Financial LLC3,102,472$141.97M0.1%+6.6%8.625%
2/11/2025Fortis Capital Management LLC36,467$1.67M0.3%+29.0%0.101%
2/11/2025Kiker Wealth Management LLC1,780$81K0.1%N/A0.005%
2/11/2025Sandy Spring Bank1,864$85K0.0%N/A0.005%
2/11/2025Brooklyn FI LLC57,600$2.69M0.0%N/A0.160%
2/10/2025Thrivent Financial for Lutherans20,783$951K0.0%N/A0.058%
2/10/2025Valued Retirements Inc.86,026$3.94M5.3%-6.8%0.239%
2/10/2025Harbour Investments Inc.107,185$4.91M0.1%+10.6%0.298%
2/10/2025Tidemark LLC9,681$443K0.2%-13.8%0.027%
(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, 222 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($141.97M), Ameriprise Financial Inc. ($98.09M), Raymond James Financial Inc. ($68.13M), 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 202 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 ($2.56M), Raymond James Financial Inc. ($1.49M), Ameriprise Financial Inc. ($1.11M), 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 ($594.61K).

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

Institutional investors have bought a total of 16,444,293 shares in the last 24 months. This purchase volume represents approximately $653.40M in transactions.

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

Of the 103 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 ($457.99K), Onyx Bridge Wealth Group LLC ($316.80K), Osaic Holdings Inc. ($167.20K), Connectus Wealth LLC ($151.60K), Swisher Financial Concepts Inc. ($147.30K), Cetera Investment Advisers ($99.64K), and Byrne Financial Freedom LLC ($91.02K).

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

Institutional investors have sold a total of 2,934,839 shares in the last 24 months. This volume of shares sold represents approximately $124.37M in transactions.


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This page (NYSEARCA:RWJ) was last updated on 5/3/2025 by MarketBeat.com Staff
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