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

Invesco S&P SmallCap 600 Revenue ETF logo
$62.29 +0.03 (+0.05%)
As of 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)
95
Total
Institutional Inflows
(last 12 months)
$72.99M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$138.42M
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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
7/9/2026 First Bank & Trust36,569$2.18M0.3%+17.7%0.109%
7/9/2026 Whitaker Myers Wealth Managers LTD.5,039$300K0.1%-27.5%0.015%
7/7/2026 CoreCap Advisors LLC61,854$3.68M0.1%+2.1%0.184%
6/3/2026 NewEdge Advisors LLC44,090$2.23M0.0%+4.8%0.135%
6/1/2026 Financial Solutions Advisory Group Inc.7,242$366K0.1%N/A0.022%
5/22/2026Wellington Grp LLC485,446$24.51M7.5%+8.0%1.485%
5/19/2026 Sonoma Allocations LLC35,311$1.80M0.6%-22.1%0.108%
5/19/2026 NewEdge Advisors LLC42,278$2.13M0.0%+0.4%0.129%
5/19/2026Bank of America Corp DE1,339,599$67.62M0.0%+8.4%4.097%
5/19/2026 Ashton Thomas Securities LLC2,751$139K0.0%N/A0.008%
5/18/2026Royal Bank of Canada138,354$6.99M0.0%-1.5%0.423%
5/15/2026 Gateway Wealth Partners LLC6,912$349K0.0%N/A0.021%
5/14/2026 MWA Asset Management5,856$296K0.2%+7.7%0.018%
5/13/2026 Cetera Investment Advisers133,119$6.72M0.0%-0.7%0.407%
5/12/2026Fortis Capital Management LLC54,208$2.74M0.3%+17.2%0.166%
5/8/2026 Pacific Sun Financial Corp41,628$2.10M1.0%+2.7%0.127%
5/8/2026 MWA Asset Management5,856$296K0.2%+7.7%0.018%
5/6/2026 Aviance Capital Partners LLC4,062$205K0.0%N/A0.012%
5/6/2026 SK Wealth Management LLC16,171$826K0.2%-8.2%0.049%
5/6/2026 Main Street Group LTD38,887$1.96M0.6%-1.6%0.119%
5/6/2026 Independent Financial Group LLC161,033$8.13M0.2%N/A0.492%
5/5/2026 Fusion Family Wealth LLC1,498,972$75.67M5.7%+1.4%4.584%
5/5/2026 Opinicus Capital Inc.37,602$1.90M1.3%+1.6%0.115%
5/5/2026Sanctuary Advisors LLC43,994$2.22M0.0%+2.5%0.135%
5/5/2026 Sigma Planning Corp27,535$1.39M0.0%-2.9%0.084%
5/1/2026 Fifth Third Bancorp3,348$169K0.0%N/A0.010%
5/1/2026 Summit Financial Strategies Inc.4,033$204K0.0%N/A0.012%
4/30/2026 Kestra Advisory Services LLC24,466$1.24M0.0%-4.9%0.075%
4/27/2026 Private Advisor Group LLC204,089$10.30M0.0%+3.6%0.625%
4/24/2026 James Investment Research Inc.40,984$2.07M0.2%-1.0%0.126%
4/24/2026 Key Financial Inc14,112$712K0.1%+29.1%0.043%
4/22/2026 Patriot Financial Group Insurance Agency LLC75,170$3.80M0.2%+106.1%0.230%
4/22/2026 Janney Montgomery Scott LLC22,584$1.14M0.0%+2.3%0.069%
4/20/2026 Kestra Private Wealth Services LLC5,575$281K0.0%+3.9%0.017%
4/20/2026 RFG Advisory LLC8,896$449K0.0%N/A0.027%
4/17/2026 CPC Advisors LLC319,178$16.11M2.6%-12.8%0.981%
4/16/2026 Balboa Wealth Partners4,794$242K0.0%+14.9%0.015%
4/16/2026 Swisher Financial Concepts Inc.10,534$532K0.3%-2.1%0.032%
3/17/2026Rockefeller Capital Management L.P.43,524$2.12M0.0%+16.1%0.136%
2/23/2026 Sonoma Allocations LLC45,334$2.39M0.8%-1.8%0.141%
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2/18/2026 Strive Financial Group LLC37,319$1.82M0.9%N/A0.116%
2/18/2026Ameriflex Group Inc.863$42K0.0%N/A0.003%
2/18/2026 Mercer Global Advisors Inc. ADV5,543$270K0.0%-56.9%0.017%
2/18/2026 EP Wealth Advisors LLC8,649$421K0.0%N/A0.027%
2/18/2026 NewEdge Advisors LLC42,090$2.05M0.0%+16.9%0.131%
2/18/2026Integrity Wealth Advisors Inc.5,972$291K0.2%-58.6%0.019%
2/17/2026 Cetera Investment Advisers134,032$6.53M0.0%+2.1%0.417%
2/17/2026Equitable Holdings Inc.9,746$475K0.0%-16.4%0.030%
2/17/2026Osaic Holdings Inc.559,252$27.26M0.0%-3.5%1.741%
2/17/2026 Private Advisor Group LLC196,918$9.59M0.0%-1.2%0.613%
2/17/2026&PARTNERS125,635$6.12M0.0%-1.7%0.391%
2/17/2026Royal Bank of Canada140,501$6.85M0.0%-43.4%0.437%
2/16/2026Potentia Wealth56,500$2.75M1.0%-30.1%0.176%
2/16/2026 MML Investors Services LLC62,527$3.05M0.0%+8.4%0.195%
2/16/2026Mariner LLC75,302$3.67M0.0%+0.6%0.234%
2/16/2026 Focus Partners Wealth525,416$25.60M0.0%+16.0%1.636%
2/16/2026 Aptus Capital Advisors LLC1,755$86K0.0%-32.5%0.005%
2/13/2026 Kestra Advisory Services LLC25,726$1.25M0.0%-11.8%0.080%
2/13/2026Liberty One Investment Management LLC30,969$1.51M0.2%-35.6%0.096%
2/13/2026Fortis Capital Management LLC46,247$2.25M0.3%+35.7%0.144%
2/13/2026Marshall Wace LLP7,929$386K0.0%N/A0.025%
2/13/2026 Stifel Financial Corp37,186$1.81M0.0%+72.9%0.116%
2/13/2026 Greenline Wealth Management LLC637$31K0.0%N/A0.002%
2/13/2026Morgan Stanley2,214,246$107.88M0.0%+5.9%6.894%
2/13/2026Perspective Wealth Advisors LLC38,011$1.85M1.3%N/A0.118%
2/13/2026Ausdal Financial Partners Inc.34,473$1.68M0.1%+4.9%0.107%
2/13/2026Wells Fargo & Company MN424,856$20.70M0.0%-1.0%1.323%
2/12/2026Orion Porfolio Solutions LLC16,377$798K0.0%+2.5%0.051%
2/12/2026 Burke & Herbert Bank & Trust Co.4,726$230K0.1%N/A0.015%
2/12/2026 Commonwealth Equity Services LLC272,289$13.27M0.0%-18.5%0.848%
2/12/2026Steward Partners Investment Advisory LLC47,342$2.31M0.0%-7.8%0.147%
2/12/2026 Great Valley Advisor Group Inc.24,932$1.22M0.0%-4.6%0.078%
2/11/2026 Janney Montgomery Scott LLC22,081$1.08M0.0%+1.5%0.069%
2/11/2026Cerity Partners LLC20,231$986K0.0%+2.8%0.063%
2/11/2026 Montis Financial LLC5,030$245K0.0%-14.7%0.016%
2/11/2026 LPL Financial LLC2,840,650$138.40M0.0%-2.9%8.844%
2/11/2026 J.W. Cole Advisors Inc.4,451$217K0.0%-24.4%0.014%
2/10/2026Goldman Sachs Group Inc.60,000$2.92M0.0%-15.2%0.187%
2/10/2026Natixis Advisors LLC10,395$506K0.0%N/A0.032%
2/10/2026 Swisher Financial Concepts Inc.10,765$524K0.3%-7.4%0.034%
2/10/2026 Northwestern Mutual Wealth Management Co.327,612$15.96M0.0%-2.4%1.020%
2/10/2026 Moors & Cabot Inc.10,742$523K0.0%-28.8%0.033%
2/10/2026IFG Advisory LLC14,748$719K0.0%-10.3%0.046%
2/9/2026 Key Financial Inc10,934$533K0.1%+2.1%0.034%
2/9/2026Valued Retirements Inc.58,859$2.87M2.8%-5.8%0.183%
2/9/2026 Harbour Investments Inc.123,305$6.01M0.1%+10.5%0.384%
2/6/2026 Global Retirement Partners LLC21,500$1.05M0.0%+3.2%0.067%
2/6/2026Copia Wealth Management12,966$632K0.5%+13.5%0.040%
2/6/2026 IFP Advisors Inc102,804$5.01M0.1%+1.0%0.320%
2/6/2026 HighTower Advisors LLC9,198$448K0.0%+37.1%0.029%
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2/5/2026 AlphaCore Capital LLC927$45K0.0%+341.4%0.003%
2/5/2026 Northwestern Mutual Wealth Management Co.45,966$2.24M0.0%-86.3%0.143%
2/5/2026Western Wealth Management LLC31,927$1.56M0.1%+1.6%0.099%
2/5/2026 Allworth Financial LP2,397$117K0.0%+200.8%0.007%
2/4/2026 Moneco Advisors LLC56,207$2.74M0.2%-17.9%0.175%
2/4/2026 Legacy Financial Advisors Inc.32,637$1.59M0.2%+2.1%0.102%
2/4/2026 Fusion Family Wealth LLC1,478,001$72.01M5.5%+2.7%4.601%
2/3/2026Vantage Financial Partners LLC30,532$1.49M0.3%-1.2%0.095%
2/2/2026 Truist Financial Corp20,218$985K0.0%-12.5%0.063%
1/30/2026 SK Wealth Management LLC17,617$918K0.3%-81.5%0.055%


RWJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 217 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 179 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 1,494,296 shares in the last 24 months. This purchase volume represents approximately $72.99M in transactions.

Of the 71 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. ($1.15M), Commonwealth Equity Services LLC ($361.56K), Northwestern Mutual Wealth Management Co. ($358.39K), 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 2,956,612 shares in the last 24 months. This volume of shares sold represents approximately $138.42M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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