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

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Number of Institutional Buyers (last 12 months): 97
Total Institutional Inflows (last 12 months): $74.02M

Number of Institutional Sellers (last 12 months): 73
Total Institutional Outflows (last 12 months): $97.52M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	124,882	$7.43M	0.0%	-1.8%	0.328%
9/9/2026	Capital Analysts LLC	645	$38K	0.0%	-30.0%	0.002%
9/9/2026	Integrated Wealth Concepts LLC	8,757	$521K	0.0%	+32.5%	0.026%
9/9/2026	RFG Advisory LLC	7,441	$443K	0.0%	-16.4%	0.022%
9/9/2026	NewEdge Advisors LLC	47,471	$2.83M	0.0%	+7.7%	0.140%
9/9/2026	IFP Advisors Inc	130,190	$7.75M	0.1%	-0.5%	0.384%
9/8/2026	Hudock Inc.	3,514	$209K	0.0%	N/A	0.010%
9/8/2026	Waverly Advisors LLC	6,566	$391K	0.0%	N/A	0.019%
9/2/2026	Citadel Advisors LLC	29,509	$1.76M	0.0%	N/A	0.087%
8/26/2026	Wellington Grp LLC	508,130	$30.23M	7.6%	+4.7%	1.498%
Get the Latest News and Ratings for RWJ and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco S&P SmallCap 600 Revenue ETF and its competitors with MarketBeat's FREE daily newsletter.
8/24/2026	Carlson Financial Inc.	18,700	$1.11M	0.6%	-45.5%	0.055%
8/23/2026	Unique Wealth LLC	3,598	$214K	0.0%	N/A	0.011%
8/22/2026	Strive Financial Group LLC	34,209	$2.04M	0.9%	-11.1%	0.101%
8/22/2026	Investor s Fiduciary Advisor Network LLC	3,416	$203K	0.1%	N/A	0.010%
8/21/2026	Legacy Financial Advisors Inc.	36,937	$2.20M	0.3%	+3.3%	0.109%
7/9/2026	First Bank & Trust	36,569	$2.18M	0.3%	+17.7%	0.109%
7/9/2026	Whitaker Myers Wealth Managers LTD.	5,039	$300K	0.1%	-27.5%	0.015%
7/7/2026	CoreCap Advisors LLC	61,854	$3.68M	0.1%	+2.1%	0.184%
6/3/2026	NewEdge Advisors LLC	44,090	$2.23M	0.0%	+4.8%	0.135%
6/1/2026	Financial Solutions Advisory Group Inc.	7,242	$366K	0.1%	N/A	0.022%
5/22/2026	Wellington Grp LLC	485,446	$24.51M	7.5%	+8.0%	1.485%
5/19/2026	Sonoma Allocations LLC	35,311	$1.80M	0.6%	-22.1%	0.108%
5/19/2026	NewEdge Advisors LLC	42,278	$2.13M	0.0%	+0.4%	0.129%
5/19/2026	Bank of America Corp DE	1,339,599	$67.62M	0.0%	+8.4%	4.097%
5/19/2026	Ashton Thomas Securities LLC	2,751	$139K	0.0%	N/A	0.008%
5/18/2026	Royal Bank of Canada	138,354	$6.99M	0.0%	-1.5%	0.423%
5/15/2026	Gateway Wealth Partners LLC	6,912	$349K	0.0%	N/A	0.021%
5/14/2026	MWA Asset Management	5,856	$296K	0.2%	+7.7%	0.018%
5/13/2026	Cetera Investment Advisers	133,119	$6.72M	0.0%	-0.7%	0.407%
5/12/2026	Fortis Capital Management LLC	54,208	$2.74M	0.3%	+17.2%	0.166%
5/8/2026	Pacific Sun Financial Corp	41,628	$2.10M	1.0%	+2.7%	0.127%
5/8/2026	MWA Asset Management	5,856	$296K	0.2%	+7.7%	0.018%
5/6/2026	Aviance Capital Partners LLC	4,062	$205K	0.0%	N/A	0.012%
5/6/2026	SK Wealth Management LLC	16,171	$826K	0.2%	-8.2%	0.049%
5/6/2026	Main Street Group LTD	38,887	$1.96M	0.6%	-1.6%	0.119%
5/6/2026	Independent Financial Group LLC	161,033	$8.13M	0.2%	N/A	0.492%
5/5/2026	Fusion Family Wealth LLC	1,498,972	$75.67M	5.7%	+1.4%	4.584%
5/5/2026	Opinicus Capital Inc.	37,602	$1.90M	1.3%	+1.6%	0.115%
5/5/2026	Sanctuary Advisors LLC	43,994	$2.22M	0.0%	+2.5%	0.135%
5/5/2026	Sigma Planning Corp	27,535	$1.39M	0.0%	-2.9%	0.084%
How to get a stake in Anthropic — before the IPO (Ad) Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day. Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone. See how investors are positioning ahead of this closely watched IPO. Learn how to get a stake before the Anthropic IPO
5/1/2026	Fifth Third Bancorp	3,348	$169K	0.0%	N/A	0.010%
5/1/2026	Summit Financial Strategies Inc.	4,033	$204K	0.0%	N/A	0.012%
4/30/2026	Kestra Advisory Services LLC	24,466	$1.24M	0.0%	-4.9%	0.075%
4/27/2026	Private Advisor Group LLC	204,089	$10.30M	0.0%	+3.6%	0.625%
4/24/2026	James Investment Research Inc.	40,984	$2.07M	0.2%	-1.0%	0.126%
4/24/2026	Key Financial Inc	14,112	$712K	0.1%	+29.1%	0.043%
4/22/2026	Patriot Financial Group Insurance Agency LLC	75,170	$3.80M	0.2%	+106.1%	0.230%
4/22/2026	Janney Montgomery Scott LLC	22,584	$1.14M	0.0%	+2.3%	0.069%
4/20/2026	Kestra Private Wealth Services LLC	5,575	$281K	0.0%	+3.9%	0.017%
4/20/2026	RFG Advisory LLC	8,896	$449K	0.0%	N/A	0.027%
4/17/2026	CPC Advisors LLC	319,178	$16.11M	2.6%	-12.8%	0.981%
4/16/2026	Balboa Wealth Partners	4,794	$242K	0.0%	+14.9%	0.015%
4/16/2026	Swisher Financial Concepts Inc.	10,534	$532K	0.3%	-2.1%	0.032%
3/17/2026	Rockefeller Capital Management L.P.	43,524	$2.12M	0.0%	+16.1%	0.136%
2/23/2026	Sonoma Allocations LLC	45,334	$2.39M	0.8%	-1.8%	0.141%
2/18/2026	Strive Financial Group LLC	37,319	$1.82M	0.9%	N/A	0.116%
2/18/2026	Ameriflex Group Inc.	863	$42K	0.0%	N/A	0.003%
2/18/2026	Mercer Global Advisors Inc. ADV	5,543	$270K	0.0%	-56.9%	0.017%
2/18/2026	EP Wealth Advisors LLC	8,649	$421K	0.0%	N/A	0.027%
2/18/2026	NewEdge Advisors LLC	42,090	$2.05M	0.0%	+16.9%	0.131%
2/18/2026	Integrity Wealth Advisors Inc.	5,972	$291K	0.2%	-58.6%	0.019%
2/17/2026	Cetera Investment Advisers	134,032	$6.53M	0.0%	+2.1%	0.417%
2/17/2026	Equitable Holdings Inc.	9,746	$475K	0.0%	-16.4%	0.030%
2/17/2026	Osaic Holdings Inc.	559,252	$27.26M	0.0%	-3.5%	1.741%
2/17/2026	Private Advisor Group LLC	196,918	$9.59M	0.0%	-1.2%	0.613%
2/17/2026	&PARTNERS	125,635	$6.12M	0.0%	-1.7%	0.391%
2/17/2026	Royal Bank of Canada	140,501	$6.85M	0.0%	-43.4%	0.437%
2/16/2026	Potentia Wealth	56,500	$2.75M	1.0%	-30.1%	0.176%
2/16/2026	MML Investors Services LLC	62,527	$3.05M	0.0%	+8.4%	0.195%
2/16/2026	Mariner LLC	75,302	$3.67M	0.0%	+0.6%	0.234%
2/16/2026	Focus Partners Wealth	525,416	$25.60M	0.0%	+16.0%	1.636%
2/16/2026	Aptus Capital Advisors LLC	1,755	$86K	0.0%	-32.5%	0.005%
2/13/2026	Kestra Advisory Services LLC	25,726	$1.25M	0.0%	-11.8%	0.080%
2/13/2026	Liberty One Investment Management LLC	30,969	$1.51M	0.2%	-35.6%	0.096%
2/13/2026	Fortis Capital Management LLC	46,247	$2.25M	0.3%	+35.7%	0.144%
2/13/2026	Marshall Wace LLP	7,929	$386K	0.0%	N/A	0.025%
2/13/2026	Stifel Financial Corp	37,186	$1.81M	0.0%	+72.9%	0.116%
2/13/2026	Greenline Wealth Management LLC	637	$31K	0.0%	N/A	0.002%
2/13/2026	Morgan Stanley	2,214,246	$107.88M	0.0%	+5.9%	6.894%
2/13/2026	Perspective Wealth Advisors LLC	38,011	$1.85M	1.3%	N/A	0.118%
2/13/2026	Ausdal Financial Partners Inc.	34,473	$1.68M	0.1%	+4.9%	0.107%
2/13/2026	Wells Fargo & Company MN	424,856	$20.70M	0.0%	-1.0%	1.323%
2/12/2026	Orion Porfolio Solutions LLC	16,377	$798K	0.0%	+2.5%	0.051%
2/12/2026	Burke & Herbert Bank & Trust Co.	4,726	$230K	0.1%	N/A	0.015%
2/12/2026	Commonwealth Equity Services LLC	272,289	$13.27M	0.0%	-18.5%	0.848%
2/12/2026	Steward Partners Investment Advisory LLC	47,342	$2.31M	0.0%	-7.8%	0.147%
2/12/2026	Great Valley Advisor Group Inc.	24,932	$1.22M	0.0%	-4.6%	0.078%
2/11/2026	Janney Montgomery Scott LLC	22,081	$1.08M	0.0%	+1.5%	0.069%
2/11/2026	Cerity Partners LLC	20,231	$986K	0.0%	+2.8%	0.063%
2/11/2026	Montis Financial LLC	5,030	$245K	0.0%	-14.7%	0.016%
How to get a stake in Anthropic — before the IPO (Ad) Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its valuation has doubled since the announcement, with some estimates putting the company's worth near 3 trillion dollars by IPO day. Google, Amazon, Nvidia and Microsoft have all taken stakes, while Goldman Sachs, Morgan Stanley and JPMorgan are competing for private shares. Anthropic's annualized revenue reportedly grew 80 times in the first quarter alone. See how investors are positioning ahead of this closely watched IPO. Learn how to get a stake before the Anthropic IPO
2/11/2026	LPL Financial LLC	2,840,650	$138.40M	0.0%	-2.9%	8.844%
2/11/2026	J.W. Cole Advisors Inc.	4,451	$217K	0.0%	-24.4%	0.014%
2/10/2026	Goldman Sachs Group Inc.	60,000	$2.92M	0.0%	-15.2%	0.187%
2/10/2026	Natixis Advisors LLC	10,395	$506K	0.0%	N/A	0.032%
2/10/2026	Swisher Financial Concepts Inc.	10,765	$524K	0.3%	-7.4%	0.034%
2/10/2026	Northwestern Mutual Wealth Management Co.	327,612	$15.96M	0.0%	-2.4%	1.020%
2/10/2026	Moors & Cabot Inc.	10,742	$523K	0.0%	-28.8%	0.033%
2/10/2026	IFG Advisory LLC	14,748	$719K	0.0%	-10.3%	0.046%
2/9/2026	Key Financial Inc	10,934	$533K	0.1%	+2.1%	0.034%
2/9/2026	Valued Retirements Inc.	58,859	$2.87M	2.8%	-5.8%	0.183%

RWJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 219 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($138.40M), Morgan Stanley ($107.88M), Fusion Family Wealth LLC ($75.67M), Ameriprise Financial Inc. ($75.58M), Bank of America Corp DE ($67.62M), UBS Group AG ($37.82M), and Raymond James Financial Inc. ($37.76M).Learn more on Invesco S&P SmallCap 600 Revenue ETF's institutional investors.

Of the 181 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: Raymond James Financial Inc. ($1.67M), Ameriprise Financial Inc. ($810.24K), Focus Partners Wealth ($399.99K), LPL Financial LLC ($346.33K), Bank of America Corp DE ($277.00K), Fusion Family Wealth LLC ($236.69K), and SK Wealth Management LLC ($185.95K).

Institutional investors have bought a total of 1,489,687 shares in the last 24 months. This purchase volume represents approximately $74.02M in transactions.

Of the 73 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: Commonwealth Equity Services LLC ($361.56K), Northwestern Mutual Wealth Management Co. ($358.39K), Ameriprise Financial Inc. ($228.44K), Royal Bank of Canada ($109.96K), SK Wealth Management LLC ($105.59K), Citadel Advisors LLC ($93.26K), and Private Advisor Group LLC ($88.91K).

Institutional investors have sold a total of 2,002,613 shares in the last 24 months. This volume of shares sold represents approximately $97.52M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:RWJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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

RWJ Institutional Buying and Selling by Quarter

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

RWJ Institutional Ownership - Frequently Asked Questions

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

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

RWJ Institutional Buying and Selling by Quarter

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

RWJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWJ shares?

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

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

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

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

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