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

$40.15
-0.36 (-0.89%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$395.47M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$35.45M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.156,025$6.68M0.0%-9.0%0.431%
4/23/2024 Global Retirement Partners LLC16,102$689K0.0%+35.5%0.044%
4/23/2024 Swisher Financial Concepts Inc.97,454$3.96M3.4%+5.7%0.269%
4/23/2024 Nations Financial Group Inc. IA ADV15,243$653K0.1%-35.7%0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.1,335,621$57.18M0.1%+6.1%3.688%
4/22/2024 Raymond James & Associates243,011$10.40M0.0%-2.0%0.671%
4/19/2024 Valley National Advisers Inc.1,458$62K0.0%N/A0.004%
4/19/2024 WFA Asset Management Corp315,667$13.51M7.1%-5.0%0.872%
4/17/2024 Founders Financial Securities LLC19,114$818K0.1%-15.8%0.053%
4/17/2024 Guidance Capital Inc.12,140$482K0.2%+95.4%0.034%
4/17/2024 Vicus Capital44,132$1.89M0.2%-52.2%0.122%
4/16/2024 Opinicus Capital Inc.36,302$1.55M1.4%+14.3%0.100%
4/16/2024 Bridge Advisory LLC19,196$822K0.4%-29.6%0.053%
4/16/2024 Calton & Associates Inc.7,989$342K0.2%-31.3%0.022%
4/16/2024 Register Financial Advisors LLC2,217$95K0.0%N/A0.006%
4/16/2024 Wealth Enhancement Advisory Services LLC46,738$2.00M0.0%-0.6%0.129%
4/12/2024 Fermata Advisors LLC70,102$3.00M0.7%-18.9%0.202%
4/11/2024 Hyperion Partners LLC314,777$13.48M9.9%+3.8%0.909%
3/15/2024B. Riley Wealth Advisors Inc.5,623$233K0.0%-10.0%0.016%
3/13/2024MONECO Advisors LLC26,327$1.09M0.2%+32.1%0.076%
3/8/2024ICA Group Wealth Management LLC6,696$277K0.1%-92.5%0.019%
3/5/2024Fisher Asset Management LLC5,888$244K0.0%N/A0.017%
2/28/2024EP Wealth Advisors LLC5,184$215K0.0%N/A0.015%
2/26/2024Centaurus Financial Inc.16,883$699K0.1%-7.5%0.049%
2/20/2024Wellington Wealth Strategies LLC.289,432$11.99M10.4%N/A0.836%
2/14/2024Connectus Wealth LLC56,304$2.33M0.0%-72.9%0.163%
2/13/2024Cetera Advisor Networks LLC198,835$8.24M0.0%+0.7%0.574%
2/12/2024Focus Financial Network Inc. ADV7,487$310K0.0%N/A0.022%
2/12/2024Stifel Financial Corp306,358$12.69M0.0%-11.9%0.884%
2/12/2024Steward Partners Investment Advisory LLC134,354$5.57M0.1%+275.4%0.388%
2/12/2024Parallel Advisors LLC825$34K0.0%N/A0.002%
2/12/2024Hilltop Holdings Inc.11,909$493K0.1%-5.4%0.034%
2/9/2024US Bancorp DE22,557$935K0.0%+6.5%0.065%
2/9/2024 Cambridge Investment Research Advisors Inc.171,376$7.10M0.0%+26.6%0.495%
2/9/2024WBI Investments LLC18,742$776K0.2%-4.0%0.054%
2/9/2024Tidemark LLC21,037$872K0.5%N/A0.061%
2/9/2024Crewe Advisors LLC2,680$111K0.0%N/A0.008%
2/9/2024Wells Fargo & Company MN651,273$26.98M0.0%+22.9%1.880%
2/9/2024Thoroughbred Financial Services LLC59,620$2.47M0.2%+12.3%0.172%
2/9/2024Gladstone Institutional Advisory LLC69,713$2.89M0.2%-16.0%0.201%
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2/9/2024UBS Group AG518,676$21.49M0.0%+0.8%1.497%
2/8/2024 Brown Advisory Inc.11,166$463K0.0%+3.6%0.032%
2/8/2024Financial Advocates Investment Management41,367$1.71M0.1%+1.7%0.119%
2/8/2024First Heartland Consultants Inc.6,306$261K0.0%-17.6%0.018%
2/8/2024Kingsview Wealth Management LLC10,609$440K0.0%+14.4%0.031%
2/8/2024Wade G W & Inc.214,411$8.88M0.3%+0.4%0.619%
2/8/2024Foundations Investment Advisors LLC22,714$918K0.0%N/A0.066%
2/8/2024Janney Montgomery Scott LLC22,186$919K0.0%-5.4%0.064%
2/7/2024Avantax Advisory Services Inc.101,154$4.19M0.0%+10.3%0.292%
2/7/2024 Calton & Associates Inc.11,625$482K0.2%+61.3%0.034%
2/7/2024Principal Securities Inc.20,436$847K0.0%N/A0.059%
2/6/2024Private Advisor Group LLC409,260$16.96M0.1%-1.5%1.181%
2/6/20249258 Wealth Management LLC5,343$221K0.0%N/A0.015%
2/6/2024Commonwealth Equity Services LLC1,187,975$49.22M0.1%-1.8%3.429%
2/6/2024Fisher Asset Management LLC6,131$254K0.0%N/A0.018%
2/6/2024Great Valley Advisor Group Inc.29,261$1.21M0.0%+22.7%0.084%
2/5/2024MONECO Advisors LLC26,327$1.09M0.2%+32.1%0.076%
2/5/2024 Opinicus Capital Inc.31,769$1.32M1.3%N/A0.092%
2/5/2024Consolidated Planning Corp202,464$8.39M1.6%-23.2%0.584%
2/2/2024Truist Financial Corp45,617$1.89M0.0%+6.1%0.132%
2/2/2024Atria Wealth Solutions Inc.6,796$282K0.0%+6.8%0.020%
2/1/2024 Masso Torrence Wealth Management Inc.5,220$216K0.1%-91.4%0.015%
2/1/2024Sigma Planning Corp27,957$1.16M0.1%-58.8%0.081%
2/1/2024 Vicus Capital92,354$3.83M0.4%+110.5%0.267%
2/1/2024 WFA Asset Management Corp332,439$13.77M7.5%+3.6%0.960%
1/31/2024Onyx Bridge Wealth Group LLC261,719$10.84M2.2%+74.1%0.756%
1/31/2024 Wetzel Investment Advisors Inc.810$34K0.0%N/A0.002%
1/31/2024Western Wealth Management LLC29,402$1.22M0.1%+2.5%0.085%
1/29/2024Adamsbrown Wealth Consultants LLC14,164$587K0.3%+33.5%0.041%
1/29/2024Fusion Family Wealth LLC1,210,235$50.14M5.7%+0.6%3.494%
1/26/2024Cerity Partners LLC13,282$550K0.0%+7.0%0.038%
1/26/2024Geneos Wealth Management Inc.14,683$608K0.0%-19.6%0.042%
1/24/2024 Stratos Wealth Partners LTD.53,898$2.23M0.0%-4.8%0.156%
1/24/2024 International Assets Investment Management LLC5,096$211K0.0%N/A0.015%
1/24/2024 Tsfg LLC10,513$436K0.1%+37.4%0.030%
1/19/2024 Fermata Advisors LLC86,399$3.58M0.9%-2.5%0.249%
1/19/2024Patriot Financial Group Insurance Agency LLC10,538$437K0.1%+54.8%0.030%
1/18/2024 Global Retirement Partners LLC11,880$465K0.0%+218.5%0.034%
1/17/2024IFG Advisory LLC56,799$2.35M0.2%-3.9%0.164%
1/17/2024 Bridge Advisory LLC27,251$1.13M0.6%-25.6%0.079%
1/16/2024 Raymond James Financial Services Advisors Inc.1,258,685$52.15M0.1%+3.3%3.634%
1/16/2024 Raymond James & Associates248,010$10.28M0.0%+47.4%0.716%
1/16/2024CoreCap Advisors LLC20,683$857K0.1%+4.9%0.060%
1/11/2024 OneAscent Financial Services LLC11,506$477K0.1%-77.0%0.033%
1/11/2024 Dynamic Advisor Solutions LLC17,658$705K0.0%N/A0.051%
1/10/2024Creative Financial Designs Inc. ADV1,948$81K0.0%N/A0.006%
1/9/2024IFP Advisors Inc66,088$2.74M0.1%-7.6%0.191%
1/8/2024 Tompkins Financial Corp999$41K0.0%-23.4%0.003%
1/2/2024Anchor Investment Management LLC777$32K0.0%N/A0.002%
12/1/2023B. Riley Wealth Advisors Inc.6,246$227K0.0%N/A0.018%
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Find out why right here (and see what you can do to get in too with just a few dollars).
11/21/2023 Tompkins Financial Corp1,305$48K0.0%+184.3%0.004%
11/16/2023Harbour Investments Inc.93,923$3.42M0.2%+133.0%0.271%
11/16/2023Belpointe Asset Management LLC6,109$222K0.0%+206.2%0.018%
11/15/2023Ameriprise Financial Inc.1,198,426$43.66M0.0%+267.9%3.460%
11/14/2023Ancora Advisors LLC310,509$11.31M0.3%+201.3%0.896%
11/14/2023Operose Advisors LLC1,500$55K0.0%N/A0.004%
11/13/2023Stifel Financial Corp347,809$12.67M0.0%+214.7%1.004%
11/13/2023Mariner LLC225,271$8.20M0.0%+156.8%0.650%
11/13/2023LPL Financial LLC2,831,571$103.13M0.1%+219.3%8.174%
11/13/2023Envestnet Asset Management Inc.121,989$4.44M0.0%+192.6%0.352%
(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, 163 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($103.13M), Raymond James Financial Services Advisors Inc. ($57.18M), Fusion Family Wealth LLC ($50.14M), Commonwealth Equity Services LLC ($49.22M), Ameriprise Financial Inc. ($43.66M), Osaic Holdings Inc. ($30.50M), and Wells Fargo & Company MN ($26.98M).Learn more on RWJ's institutional investors.

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

Of the 146 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 ($2.41M), Raymond James Financial Services Advisors Inc. ($1.16M), Commonwealth Equity Services LLC ($986.16K), Fusion Family Wealth LLC ($895.96K), Ameriprise Financial Inc. ($872.71K), Private Advisor Group LLC ($480.87K), and UBS Group AG ($375.39K).

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

Institutional investors have bought a total of 12,092,211 shares in the last 24 months. This purchase volume represents approximately $447.25M in transactions.

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

Of the 77 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: Connectus Wealth LLC ($151.60K), Consolidated Planning Corp ($92.70K), Fermata Advisors LLC ($86.09K), ICA Group Wealth Management LLC ($82.61K), Commonwealth Equity Services LLC ($78.32K), Onyx Bridge Wealth Group LLC ($76.46K), and Masso Torrence Wealth Management Inc. ($64.73K).

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

Institutional investors have sold a total of 1,267,010 shares in the last 24 months. This volume of shares sold represents approximately $49.72M in transactions.


This page (NYSEARCA:RWJ) was last updated on 4/26/2024 by MarketBeat.com Staff

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