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

$40.52
-0.65 (-1.58%)
(As of 01:36 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$401.51M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$71.04M
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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
5/24/2024 Cetera Advisors LLC8,807$377K0.0%-19.1%0.024%
5/24/2024 Cetera Investment Advisers219,026$9.38M0.0%+3,705.2%0.609%
5/21/2024 Atria Investments Inc44,365$1.90M0.0%+18.3%0.123%
5/16/2024 B. Riley Wealth Advisors Inc.6,246$267K0.0%+11.1%0.017%
5/16/2024 Ancora Advisors LLC318,289$13.63M0.3%+2.5%0.885%
5/16/2024 Oxford Wealth Group LLC25,436$1.09M1.0%N/A0.071%
5/14/2024 Wellington Wealth Strategies LLC.243,006$10.40M5.0%-16.0%0.676%
5/13/2024 Ameritas Investment Partners Inc.16,782$718K0.0%+7.1%0.047%
5/10/2024 Osaic Holdings Inc.774,945$33.18M0.1%-17.7%2.154%
5/9/2024 Kingsview Wealth Management LLC4,731$203K0.0%-55.4%0.013%
5/8/2024 Avantax Advisory Services Inc.61,673$2.64M0.0%-39.0%0.171%
5/8/2024 US Bancorp DE23,063$987K0.0%+2.2%0.064%
5/8/2024 Thoroughbred Financial Services LLC50,941$2.18M0.2%-14.6%0.142%
5/7/2024 LPF Advisors LLC11,605$497K0.5%+5.2%0.032%
5/4/2024 Geneos Wealth Management Inc.13,638$584K0.0%-7.1%0.038%
5/4/2024 WBI Investments LLC5,971$256K0.1%-68.1%0.017%
5/2/2024 USAdvisors Wealth Management LLC5,348$228K0.1%-90.7%0.015%
5/2/2024 FinTrust Capital Advisors LLC840$36K0.0%-80.7%0.002%
5/2/2024 Consolidated Planning Corp210,389$9.01M1.5%+3.9%0.585%
5/2/2024 Choreo LLC7,707$330K0.0%-4.9%0.021%
5/1/2024 Janney Montgomery Scott LLC26,698$1.14M0.0%+20.3%0.074%
4/30/2024 Private Advisor Group LLC588,522$25.20M0.2%+43.8%1.625%
4/30/2024 SpiderRock Advisors LLC11,196$453K0.0%N/A0.031%
4/29/2024Commonwealth Equity Services LLC841,467$36.02M0.1%-29.2%2.323%
4/29/2024 Onyx Bridge Wealth Group LLC77,923$3.15M0.6%-70.2%0.215%
4/26/2024 MONECO Advisors LLC50,623$2.17M0.4%+92.3%0.140%
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%0.878%
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%
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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%
3/15/2024 B. Riley Wealth Advisors Inc.5,623$233K0.0%-10.0%0.016%
3/13/2024 MONECO Advisors LLC26,327$1.09M0.2%+32.1%0.076%
3/8/2024 ICA Group Wealth Management LLC6,696$277K0.1%-92.5%0.019%
3/5/2024 Fisher Asset Management LLC5,888$244K0.0%N/A0.017%
2/28/2024 EP Wealth Advisors LLC5,184$215K0.0%N/A0.015%
2/26/2024 Centaurus Financial Inc.16,883$699K0.1%-7.5%0.049%
2/20/2024 Wellington Wealth Strategies LLC.289,432$11.99M10.4%N/A0.836%
2/14/2024 Connectus Wealth LLC56,304$2.33M0.0%-72.9%0.163%
2/13/2024 Cetera Advisor Networks LLC198,835$8.24M0.0%+0.7%0.574%
2/12/2024Focus Financial Network Inc. ADV7,487$310K0.0%N/A0.022%
2/12/2024 Stifel Financial Corp306,358$12.69M0.0%-11.9%0.884%
2/12/2024 Steward Partners Investment Advisory LLC134,354$5.57M0.1%+275.4%0.388%
2/12/2024 Parallel Advisors LLC825$34K0.0%N/A0.002%
2/12/2024 Hilltop Holdings Inc.11,909$493K0.1%-5.4%0.034%
2/9/2024 US 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%
2/9/2024 WBI Investments LLC18,742$776K0.2%-4.0%0.054%
2/9/2024 Tidemark LLC21,037$872K0.5%N/A0.061%
2/9/2024 Crewe Advisors LLC2,680$111K0.0%N/A0.008%
2/9/2024 Wells Fargo & Company MN651,273$26.98M0.0%+22.9%1.880%
2/9/2024 Thoroughbred Financial Services LLC59,620$2.47M0.2%+12.3%0.172%
2/9/2024 Gladstone Institutional Advisory LLC69,713$2.89M0.2%-16.0%0.201%
2/9/2024 UBS Group AG518,676$21.49M0.0%+0.8%1.497%
2/8/2024 Brown Advisory Inc.11,166$463K0.0%+3.6%0.032%
2/8/2024 Financial Advocates Investment Management41,367$1.71M0.1%+1.7%0.119%
2/8/2024 First Heartland Consultants Inc.6,306$261K0.0%-17.6%0.018%
2/8/2024 Kingsview 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%
2/8/2024 Foundations Investment Advisors LLC22,714$918K0.0%N/A0.066%
2/8/2024 Janney Montgomery Scott LLC22,186$919K0.0%-5.4%0.064%
2/7/2024 Avantax 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%
2/7/2024 Principal Securities Inc.20,436$847K0.0%N/A0.059%
2/6/2024 Private Advisor Group LLC409,260$16.96M0.1%-1.5%1.181%
2/6/2024 9258 Wealth Management LLC5,343$221K0.0%N/A0.015%
2/6/2024Commonwealth Equity Services LLC1,187,975$49.22M0.1%-1.8%3.429%
2/6/2024 Fisher Asset Management LLC6,131$254K0.0%N/A0.018%
2/6/2024 Great Valley Advisor Group Inc.29,261$1.21M0.0%+22.7%0.084%
2/5/2024 MONECO Advisors LLC26,327$1.09M0.2%+32.1%0.076%
2/5/2024 Opinicus Capital Inc.31,769$1.32M1.3%N/A0.092%
2/5/2024 Consolidated Planning Corp202,464$8.39M1.6%-23.2%0.584%
2/2/2024 Truist Financial Corp45,617$1.89M0.0%+6.1%0.132%
2/2/2024 Atria 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%
2/1/2024 Sigma Planning Corp27,957$1.16M0.1%-58.8%0.081%
2/1/2024 Vicus Capital92,354$3.83M0.4%+110.5%0.267%
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President Biden has just approved $2.6 billion for this breakthrough technology… And it has nothing to do with artificial intelligence, cryptocurrency, or the blockchain.

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2/1/2024 WFA Asset Management Corp332,439$13.77M7.5%+3.6%0.960%
1/31/2024 Onyx 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%
1/31/2024 Western Wealth Management LLC29,402$1.22M0.1%+2.5%0.085%
1/29/2024 Adamsbrown Wealth Consultants LLC14,164$587K0.3%+33.5%0.041%
1/29/2024 Fusion Family Wealth LLC1,210,235$50.14M5.7%+0.6%3.494%
1/26/2024 Cerity Partners LLC13,282$550K0.0%+7.0%0.038%
1/26/2024 Geneos 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%
(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, 164 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), Ameriprise Financial Inc. ($43.66M), Commonwealth Equity Services LLC ($36.02M), Osaic Holdings Inc. ($33.18M), 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 148 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. ($1.10M), Commonwealth Equity Services LLC ($941.43K), Fusion Family Wealth LLC ($879.64K), Ameriprise Financial Inc. ($872.71K), Private Advisor Group LLC ($620.00K), 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 12,220,540 shares in the last 24 months. This purchase volume represents approximately $453.75M in transactions.

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

Of the 81 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: Commonwealth Equity Services LLC ($424.83K), Onyx Bridge Wealth Group LLC ($260.25K), Osaic Holdings Inc. ($167.20K), Connectus Wealth LLC ($151.60K), Consolidated Planning Corp ($92.70K), Fermata Advisors LLC ($86.09K), and ICA Group Wealth Management LLC ($82.61K).

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

Institutional investors have sold a total of 2,082,948 shares in the last 24 months. This volume of shares sold represents approximately $84.81M in transactions.


This page (NYSEARCA:RWJ) was last updated on 6/13/2024 by MarketBeat.com Staff

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