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

Invesco S&P SmallCap 600 Revenue ETF logo
$56.55 -0.75 (-1.31%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$56.56 +0.01 (+0.01%)
As of 10/14/2026 07:30 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 Massive. Learn more.
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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)
98
Total
Institutional Inflows
(last 12 months)
$73.72M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$96.12M
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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
10/13/2026Avior Wealth Management LLC13,878$780K0.0%N/A0.040%
10/8/2026Farther Finance Advisors LLC4,814$271K0.0%-5.6%0.014%
10/8/2026CoreCap Advisors LLC65,457$3.68M0.1%+5.8%0.189%
10/5/2026Tompkins Financial Corp456$26K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.124,882$7.43M0.0%-1.8%0.328%
9/9/2026Capital Analysts LLC645$38K0.0%-30.0%0.002%
9/9/2026Integrated Wealth Concepts LLC8,757$521K0.0%+32.5%0.026%
9/9/2026RFG Advisory LLC7,441$443K0.0%-16.4%0.022%
9/9/2026NewEdge Advisors LLC47,471$2.83M0.0%+7.7%0.140%
9/9/2026IFP Advisors Inc130,190$7.75M0.1%-0.5%0.384%
9/8/2026Hudock Inc.3,514$209K0.0%N/A0.010%
9/8/2026Waverly Advisors LLC6,566$391K0.0%N/A0.019%
9/2/2026Citadel Advisors LLC29,509$1.76M0.0%N/A0.087%
8/26/2026Wellington Grp LLC508,130$30.23M7.6%+4.7%1.498%
8/24/2026Carlson Financial Inc.18,700$1.11M0.6%-45.5%0.055%
8/23/2026Unique Wealth LLC3,598$214K0.0%N/A0.011%
8/22/2026Strive Financial Group LLC34,209$2.04M0.9%-11.1%0.101%
8/22/2026Investor s Fiduciary Advisor Network LLC3,416$203K0.1%N/A0.010%
8/21/2026Legacy Financial Advisors Inc.36,937$2.20M0.3%+3.3%0.109%
7/9/2026First Bank & Trust36,569$2.18M0.3%+17.7%0.109%
7/9/2026Whitaker Myers Wealth Managers LTD.5,039$300K0.1%-27.5%0.015%
7/7/2026CoreCap Advisors LLC61,854$3.68M0.1%+2.1%0.184%
6/3/2026NewEdge Advisors LLC44,090$2.23M0.0%+4.8%0.135%
6/1/2026Financial Solutions Advisory Group Inc.7,242$366K0.1%N/A0.022%
5/22/2026Wellington Grp LLC485,446$24.51M7.5%+8.0%1.485%
5/19/2026Sonoma Allocations LLC35,311$1.80M0.6%-22.1%0.108%
5/19/2026NewEdge 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%
5/19/2026Ashton Thomas Securities LLC2,751$139K0.0%N/A0.008%
5/18/2026Royal Bank of Canada138,354$6.99M0.0%-1.5%0.423%
5/15/2026Gateway Wealth Partners LLC6,912$349K0.0%N/A0.021%
5/14/2026MWA Asset Management5,856$296K0.2%+7.7%0.018%
5/13/2026Cetera Investment Advisers133,119$6.72M0.0%-0.7%0.407%
5/12/2026Fortis Capital Management LLC54,208$2.74M0.3%+17.2%0.166%
5/8/2026Pacific Sun Financial Corp41,628$2.10M1.0%+2.7%0.127%
5/8/2026MWA Asset Management5,856$296K0.2%+7.7%0.018%
5/6/2026Aviance Capital Partners LLC4,062$205K0.0%N/A0.012%
5/6/2026SK Wealth Management LLC16,171$826K0.2%-8.2%0.049%
5/6/2026Main Street Group LTD38,887$1.96M0.6%-1.6%0.119%
5/6/2026Independent Financial Group LLC161,033$8.13M0.2%N/A0.492%
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5/5/2026Fusion Family Wealth LLC1,498,972$75.67M5.7%+1.4%4.584%
5/5/2026Opinicus Capital Inc.37,602$1.90M1.3%+1.6%0.115%
5/5/2026Sanctuary Advisors LLC43,994$2.22M0.0%+2.5%0.135%
5/5/2026Sigma Planning Corp27,535$1.39M0.0%-2.9%0.084%
5/1/2026Fifth Third Bancorp3,348$169K0.0%N/A0.010%
5/1/2026Summit Financial Strategies Inc.4,033$204K0.0%N/A0.012%
4/30/2026Kestra Advisory Services LLC24,466$1.24M0.0%-4.9%0.075%
4/27/2026Private Advisor Group LLC204,089$10.30M0.0%+3.6%0.625%
4/24/2026James Investment Research Inc.40,984$2.07M0.2%-1.0%0.126%
4/24/2026Key Financial Inc14,112$712K0.1%+29.1%0.043%
4/22/2026Patriot Financial Group Insurance Agency LLC75,170$3.80M0.2%+106.1%0.230%
4/22/2026Janney Montgomery Scott LLC22,584$1.14M0.0%+2.3%0.069%
4/20/2026Kestra Private Wealth Services LLC5,575$281K0.0%+3.9%0.017%
4/20/2026RFG Advisory LLC8,896$449K0.0%N/A0.027%
4/17/2026CPC Advisors LLC319,178$16.11M2.6%-12.8%0.981%
4/16/2026Balboa Wealth Partners4,794$242K0.0%+14.9%0.015%
4/16/2026Swisher 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%
2/23/2026Sonoma Allocations LLC45,334$2.39M0.8%-1.8%0.141%
2/18/2026Strive Financial Group LLC37,319$1.82M0.9%N/A0.116%
2/18/2026Ameriflex Group Inc.863$42K0.0%N/A0.003%
2/18/2026Mercer Global Advisors Inc. ADV5,543$270K0.0%-56.9%0.017%
2/18/2026EP Wealth Advisors LLC8,649$421K0.0%N/A0.027%
2/18/2026NewEdge Advisors LLC42,090$2.05M0.0%+16.9%0.131%
2/18/2026Integrity Wealth Advisors Inc.5,972$291K0.2%-58.6%0.019%
2/17/2026Cetera 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%
2/17/2026Private 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%
2/16/2026MML Investors Services LLC62,527$3.05M0.0%+8.4%0.195%
2/16/2026Mariner LLC75,302$3.67M0.0%+0.6%0.234%
2/16/2026Focus Partners Wealth525,416$25.60M0.0%+16.0%1.636%
2/16/2026Aptus Capital Advisors LLC1,755$86K0.0%-32.5%0.005%
2/13/2026Kestra 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%
2/13/2026Stifel Financial Corp37,186$1.81M0.0%+72.9%0.116%
2/13/2026Greenline 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%
2/12/2026Burke & Herbert Bank & Trust Co.4,726$230K0.1%N/A0.015%
2/12/2026Commonwealth 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%
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2/12/2026Great Valley Advisor Group Inc.24,932$1.22M0.0%-4.6%0.078%
2/11/2026Janney Montgomery Scott LLC22,081$1.08M0.0%+1.5%0.069%
2/11/2026Cerity Partners LLC20,231$986K0.0%+2.8%0.063%
2/11/2026Montis Financial LLC5,030$245K0.0%-14.7%0.016%
2/11/2026LPL Financial LLC2,840,650$138.40M0.0%-2.9%8.844%
2/11/2026J.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%
2/10/2026Swisher Financial Concepts Inc.10,765$524K0.3%-7.4%0.034%
2/10/2026Northwestern Mutual Wealth Management Co.327,612$15.96M0.0%-2.4%1.020%


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 1,482,079 shares in the last 24 months. This purchase volume represents approximately $73.79M 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), Citadel Advisors LLC ($93.26K), Private Advisor Group LLC ($88.91K), and LPL Financial LLC ($85.59K).

Institutional investors have sold a total of 1,975,921 shares in the last 24 months. This volume of shares sold represents approximately $96.23M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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