Free Trial
→ Nvidia CEO Makes First Ever Tesla Announcement (From Brownstone Research) (Ad)tc pixel Free RWJ Stock Alerts

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

Invesco S&P SmallCap 600 Revenue ETF logo
$49.22 +0.41 (+0.84%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$49.24 +0.02 (+0.05%)
As of 10/3/2025 04:10 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
140
Total
Institutional Inflows
(last 12 months)
$266.66M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$148.26M
Get RWJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap 600 Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.553,244$23.96M0.0%-6.3%1.621%
8/27/2025Orion Porfolio Solutions LLC19,243$833K0.0%+19.8%0.056%
8/18/2025Geneos Wealth Management Inc.16,169$700K0.0%+4.8%0.047%
8/15/2025Captrust Financial Advisors8,867$384K0.0%+58.5%0.026%
8/15/2025Two Sigma Securities LLC7,206$312K0.0%N/A0.021%
8/15/2025Orion Porfolio Solutions LLC19,243$833K0.0%+19.8%0.056%
8/15/2025MML Investors Services LLC74,073$3.21M0.0%-19.5%0.217%
8/15/2025Great Valley Advisor Group Inc.25,526$1.11M0.0%-8.6%0.075%
8/15/2025EP Wealth Advisors LLC11,291$489K0.0%+6.0%0.033%
8/15/2025Byrne Financial Freedom LLC19,841$859K0.4%-4.1%0.058%
8/15/2025Bank of America Corp DE1,190,231$51.53M0.0%+5.5%3.488%
8/15/2025Ameriprise Financial Inc.1,792,940$77.67M0.0%-33.9%5.255%
8/14/2025Jane Street Group LLC42,655$1.85M0.0%-1.0%0.125%
8/14/2025Ausdal Financial Partners Inc.30,891$1.34M0.1%+4.4%0.091%
8/14/2025Raymond James Financial Inc.646,992$28.01M0.0%-57.9%1.896%
8/14/2025NewEdge Advisors LLC38,555$1.67M0.0%+14.9%0.113%
8/13/2025Brown Advisory Inc.14,001$606K0.0%+9.4%0.041%
8/13/2025Valued Retirements Inc.62,493$2.71M3.1%+1.3%0.183%
8/13/2025Northwestern Mutual Wealth Management Co.396,365$17.16M0.0%+13.2%1.162%
8/12/2025J.W. Cole Advisors Inc.5,877$254K0.0%-17.5%0.017%
8/12/2025Financial Advocates Investment Management39,392$1.71M0.1%-3.3%0.115%
8/12/2025Aviso Financial Inc.600$26K0.0%N/A0.002%
8/12/2025Insigneo Advisory Services LLC6,820$295K0.0%-3.7%0.020%
8/12/2025Ameritas Investment Partners Inc.18,804$814K0.0%+13.4%0.055%
8/12/2025Global Retirement Partners LLC19,428$841K0.0%N/A0.057%
8/12/2025Titleist Asset Management LLC4,997$216K0.0%-61.2%0.015%
8/12/2025MAI Capital Management392,822$17.01M0.1%+4.5%1.151%
8/12/2025JPMorgan Chase & Co.34,605$1.50M0.0%-3.3%0.101%
8/11/2025Western Wealth Management LLC31,289$1.36M0.1%+1.6%0.092%
8/8/2025Citizens Financial Group Inc. RI21,450$929K0.0%-3.2%0.063%
8/8/2025Avantax Advisory Services Inc.75,213$3.26M0.0%+9.3%0.220%
8/8/2025Thoroughbred Financial Services LLC28,280$1.22M0.1%-55.6%0.083%
8/8/2025Cetera Investment Advisers184,564$7.99M0.0%+4.3%0.541%
8/8/2025Creative Planning29,181$1.26M0.0%-4.0%0.086%
8/8/2025Opinicus Capital Inc.38,162$1.65M1.3%+4.0%0.112%
8/8/2025Foundations Investment Advisors LLC168,224$7.28M0.1%+10.3%0.493%
8/7/2025Allworth Financial LP671$29K0.0%+235.5%0.002%
8/6/2025Summit Investment Advisors Inc.16,577$675K0.6%-26.8%0.049%
8/6/2025Rovin Capital UT ADV12,795$554K0.2%+2.0%0.037%
8/6/2025Moors & Cabot Inc.15,561$674K0.0%-10.2%0.046%
8/5/2025Key Financial Inc6,686$289K0.1%N/A0.020%
8/5/2025Bank of Montreal Can6,825$295K0.0%+8.7%0.020%
8/5/2025Sigma Planning Corp29,601$1.28M0.0%-9.7%0.087%
8/4/2025IFG Advisory LLC23,080$999K0.1%-65.3%0.068%
8/4/2025Atria Investments Inc38,883$1.68M0.0%-42.8%0.114%
8/4/2025World Investment Advisors8,790$381K0.0%-75.6%0.026%
8/1/2025James Investment Research Inc.45,001$1.95M0.2%-10.5%0.132%
8/1/2025Envestnet Asset Management Inc.131,049$5.67M0.0%-8.0%0.384%
7/31/2025Whipplewood Advisors LLC3,270$142K0.1%-88.6%0.010%
7/31/2025WFA Asset Management Corp256,564$10.28M5.9%-18.7%0.752%
7/30/2025Fusion Family Wealth LLC1,444,721$62.54M5.3%+1.4%4.234%
7/30/2025Onyx Bridge Wealth Group LLC24,150$1.05M0.1%-32.0%0.071%
7/30/2025Liberty One Investment Management LLC49,549$2.15M0.2%+5.2%0.145%
7/29/2025Signature Estate & Investment Advisors LLC4,704$204K0.0%N/A0.014%
7/29/2025Stratos Wealth Partners LTD.38,542$1.67M0.0%-1.2%0.113%
7/29/2025Private Trust Co. NA3,094$134K0.0%-10.7%0.009%
7/28/2025Copia Wealth Management9,452$409K0.3%+5.5%0.028%
7/28/2025Harbour Investments Inc.106,522$4.61M0.1%-23.2%0.312%
7/28/2025Kiker Wealth Management LLC589$25K0.0%-67.7%0.002%
7/25/2025NorthRock Partners LLC732$32K0.0%-58.9%0.002%
7/25/2025Atria Wealth Solutions Inc.6,673$289K0.0%-47.9%0.020%
7/25/2025Retirement Planning Group LLC NY11,638$504K0.4%+2.9%0.034%
7/25/2025CWM LLC812$35K0.0%+223.5%0.002%
7/24/2025IFP Advisors Inc101,912$4.41M0.1%+12.6%0.299%
7/24/2025Edge Financial Advisors LLC28,648$1.25M0.7%+10.1%0.083%
7/24/2025US Bancorp DE24,306$1.05M0.0%-41.4%0.071%
7/23/2025Prime Capital Investment Advisors LLC33,887$1.47M0.0%+1.1%0.099%
7/22/2025Belpointe Asset Management LLC27,895$1.21M0.1%+33.2%0.081%
7/21/2025Ameritas Advisory Services LLC2,217$96K0.0%N/A0.006%
7/21/2025Patriot Financial Group Insurance Agency LLC33,049$1.43M0.2%+11.6%0.096%
7/18/2025Consolidated Planning Corp312,598$13.53M1.7%-3.6%0.909%
7/18/2025Truist Financial Corp22,287$965K0.0%+1.0%0.065%
7/17/2025Janney Montgomery Scott LLC34,148$1.48M0.0%-1.3%0.099%
7/17/2025Cyr Financial Inc.115,557$5.00M3.9%+9.8%0.336%
7/17/2025Montis Financial LLC7,092$307K0.1%-18.2%0.021%
7/16/2025Swisher Financial Concepts Inc.18,484$800K0.5%-30.3%0.054%
7/16/2025New Insight Wealth Advisors11,686$506K0.2%-14.8%0.034%
7/16/2025Meridian Financial LLC4,910$213K0.1%N/A0.014%
7/15/2025Main Street Group LTD46,503$2.01M0.7%+30.5%0.135%
7/14/2025Park Avenue Securities LLC5,591$242K0.0%N/A0.016%
7/14/2025Cathy Pareto & Associates Inc.20,503$888K0.7%-21.8%0.060%
7/10/2025Wealth Enhancement Advisory Services LLC207,340$9.41M0.0%+11.0%0.599%
7/10/2025SK Wealth Management LLC121,756$5.51M2.4%-22.4%0.352%
7/10/2025KMG Fiduciary Partners LLC8,606$373K0.0%-59.8%0.025%
7/10/2025Sovran Advisors LLC44,815$2.02M0.2%-22.7%0.130%
7/9/2025Fermata Advisors LLC5,533$240K0.1%-89.9%0.016%
7/7/2025Nova Wealth Management Inc.2,100$91K0.1%+481.7%0.006%
6/2/2025Integrity Wealth Advisors Inc.11,663$475K0.3%+4.1%0.033%
6/2/2025Modern Wealth Management LLC6,767$275K0.0%-19.4%0.019%
5/21/2025Geneos Wealth Management Inc.15,423$628K0.0%+9.7%0.043%
5/20/2025Belpointe Asset Management LLC20,944$852K0.0%+21.0%0.058%
5/20/2025Focus Partners Wealth394,108$16.04M0.0%+4.4%1.100%
5/19/2025Jane Street Group LLC43,073$1.75M0.0%+29.3%0.120%
5/16/2025Arete Wealth Advisors LLC76,685$3.12M0.2%-5.3%0.214%
5/16/2025Jones Financial Companies Lllp19,289$785K0.0%-45.9%0.054%
5/16/2025NewEdge Advisors LLC33,557$1.37M0.0%+6.7%0.094%
5/16/2025Ancora Advisors LLC313,039$12.74M0.3%-0.8%0.874%
5/15/2025Royal Bank of Canada122,906$5.00M0.0%+27.2%0.343%
5/15/2025MAI Capital Management375,989$15.30M0.1%+1.6%1.050%
5/15/2025Calton & Associates Inc.5,618$229K0.1%+14.0%0.016%
(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 ($128.81M), Ameriprise Financial Inc. ($77.67M), Fusion Family Wealth LLC ($62.54M), Bank of America Corp DE ($51.53M), Raymond James Financial Services Advisors Inc. ($50.54M), Raymond James Financial Inc. ($28.01M), and Wells Fargo & Company MN ($26.88M).Learn more on Invesco S&P SmallCap 600 Revenue ETF's institutional investors.

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

Of the 202 institutional investors that purchased Invesco S&P SmallCap 600 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.29M), 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 ($468.87K).

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

Institutional investors have bought a total of 5,990,025 shares in the last 24 months. This purchase volume represents approximately $266.66M in transactions.

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

Of the 94 institutional investors that sold Invesco S&P SmallCap 600 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($919.88K), Raymond James Financial Inc. ($888.72K), Swisher Financial Concepts Inc. ($155.34K), Atria Investments Inc ($117.19K), Private Advisor Group LLC ($99.34K), WFA Asset Management Corp ($96.20K), and Byrne Financial Freedom LLC ($91.87K).

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

Institutional investors have sold a total of 3,415,972 shares in the last 24 months. This volume of shares sold represents approximately $148.26M in transactions.


Related Companies

This page (NYSEARCA:RWJ) was last updated on 10/5/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
U.S. Government Sparking Crypto Rally
U.S. Puts GDP on the Blockchain Could this spark the next crypto supercycle? Discover the altcoins poised t...
Crypto 101 Media | Sponsoredtc pixel
REVEALED: Something Big Happening Behind White House Doors
What I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
RIP USA
"The America you knew is dying in front of you" That's the urgent warning the former $200 million hedge fun...
Stansberry Research | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel