Free Trial
→ Musk’s real agenda in D.C. (From Porter & Company) (Ad) Free RWJ Stock Alerts

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

Invesco S&P SmallCap 600 Revenue ETF logo
$40.15 -0.82 (-2.00%)
As of 03/13/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$251.48M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$87.17M
Get RWJ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap 600 Revenue ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

RWJ Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/6/2025 Copia Wealth Management8,623$395K0.4%N/A0.022%
2/28/2025 Brooklyn FI LLC57,600$2.69M0.4%N/A0.148%
2/24/2025 Hall Capital Management Co. Inc.6,700$307K0.1%N/A0.019%
2/19/2025 Retirement Planning Group LLC NY11,158$511K0.6%N/A0.031%
2/17/2025 Waverly Advisors LLC4,662$213K0.0%N/A0.013%
2/17/2025 WBI Investments LLC9,277$425K0.1%+16.5%0.026%
2/17/2025 Two Sigma Investments LP5,225$239K0.0%-82.9%0.015%
2/17/2025 Main Street Group LTD32,779$1.50M0.6%+10,111.5%0.091%
2/17/2025 Obermeyer Wealth Partners21,031$962K0.1%+18.9%0.058%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,570$209K0.1%N/A0.013%
2/17/2025 Focus Partners Wealth377,439$17.27M0.0%+277.3%1.049%
2/17/2025 D. E. Shaw & Co. Inc.8,887$407K0.0%-35.1%0.025%
2/17/2025 EP Wealth Advisors LLC10,654$488K0.0%+125.8%0.030%
2/17/2025 CoreCap Advisors LLC35,442$1.62M0.1%+10.4%0.099%
2/17/2025 Cornerstone Financial Group LLC NE 7,271$333K0.3%N/A0.020%
2/17/2025 Cetera Investment Advisers59,675$2.73M0.0%-57.3%0.166%
2/17/2025 Captrust Financial Advisors5,581$255K0.0%+6.8%0.016%
2/17/2025 Bank of America Corp DE1,046,759$47.90M0.0%+10.3%2.910%
2/17/2025 Ameriprise Financial Inc.2,143,693$98.09M0.0%+12.7%5.960%
2/17/2025 Aptus Capital Advisors LLC1,106$51K0.0%+110,500.0%0.003%
2/17/2025 Ancora Advisors LLC315,442$14.44M0.3%-0.5%0.877%
2/14/2025 Mercer Global Advisors Inc. ADV5,505$252K0.0%-52.4%0.015%
2/14/2025 Jane Street Group LLC33,322$1.53M0.0%N/A0.093%
2/14/2025 Oxford Wealth Group LLC107,208$4.91M3.2%+229.4%0.298%
2/14/2025 Stifel Financial Corp304,218$13.92M0.0%-2.4%0.846%
2/14/2025 MML Investors Services LLC84,611$3.87M0.0%+8.9%0.235%
2/13/2025 NewEdge Advisors LLC31,454$1.44M0.0%-3.9%0.087%
2/13/2025 Insigneo Advisory Services LLC7,240$331K0.0%+44.2%0.020%
2/13/2025 Integrity Wealth Advisors Inc.11,201$513K0.4%N/A0.031%
2/13/2025 Belpointe Asset Management LLC17,309$773K0.0%-7.2%0.048%
2/13/2025 Mariner LLC178,206$8.16M0.0%+2.4%0.495%
2/13/2025 Summit Investment Advisors Inc.22,639$1.04M0.9%+8.2%0.063%
2/13/2025 Rockefeller Capital Management L.P.35,520$1.63M0.0%-3.7%0.099%
2/13/2025 Glass Jacobson Investment Advisors llc807$37K0.0%+258.7%0.002%
2/13/2025 Legacy Financial Advisors Inc.26,176$1.20M0.2%+1.3%0.073%
2/13/2025 Renaissance Technologies LLC6,296$288K0.0%N/A0.018%
2/13/2025 Swisher Financial Concepts Inc.38,673$1.77M2.1%-77.8%0.108%
2/13/2025 Envestnet Asset Management Inc.140,540$6.43M0.0%-13.8%0.391%
2/13/2025 Wells Fargo & Company MN587,436$26.88M0.0%+1.5%1.633%
2/12/2025 Thoroughbred Financial Services LLC63,063$2.89M0.2%-9.4%0.175%
Musk's panic move: What the world's richest man fears is coming (Ad)

Whether you have modest savings of $10,000 or substantial wealth of $10 million, this information could determine whether you end up on the right or wrong side of financial history. The countdown has begun. There's still time to prepare, but that window narrows each day.

Click here to see what's coming and what you must do before it's too late.
2/12/2025 Arete Wealth Advisors LLC80,941$3.70M0.3%+5.6%0.225%
2/12/2025 World Investment Advisors36,328$1.66M0.0%+33.9%0.101%
2/12/2025 Nottingham Advisors Inc.26,680$1.22M0.2%-1.8%0.074%
2/12/2025 OneAscent Financial Services LLC12,520$573K0.0%N/A0.035%
2/12/2025 Orion Portfolio Solutions LLC17,769$813K0.0%-14.0%0.049%
2/12/2025 JPMorgan Chase & Co.37,559$1.72M0.0%+97.5%0.104%
2/12/2025 Ausdal Financial Partners Inc.25,038$1.15M0.1%+5.5%0.070%
2/12/2025 Potentia Wealth106,120$4.86M2.2%N/A0.295%
2/11/2025 Modern Wealth Management LLC8,243$383K0.0%-6.5%0.023%
2/11/2025 LPL Financial LLC3,102,472$141.97M0.1%+6.6%8.625%
2/11/2025 Fortis Capital Management LLC36,467$1.67M0.3%+29.0%0.101%
2/11/2025 Kiker Wealth Management LLC1,780$81K0.1%N/A0.005%
2/11/2025 Sandy Spring Bank1,864$85K0.0%N/A0.005%
2/11/2025 Brooklyn FI LLC57,600$2.69M0.0%N/A0.160%
2/10/2025 Thrivent Financial for Lutherans20,783$951K0.0%N/A0.058%
2/10/2025 Valued Retirements Inc.86,026$3.94M5.3%-6.8%0.239%
2/10/2025 Harbour Investments Inc.107,185$4.91M0.1%+10.6%0.298%
2/10/2025 Tidemark LLC9,681$443K0.2%-13.8%0.027%
2/10/2025 Montis Financial LLC12,956$593K0.2%N/A0.036%
2/10/2025 Commonwealth Equity Services LLC701,574$32.10M0.0%+8.8%1.950%
2/10/2025 Avantax Advisory Services Inc.63,748$2.92M0.0%+12.5%0.177%
2/7/2025 HighTower Advisors LLC27,520$1.26M0.0%+23.2%0.077%
2/7/2025 Citizens Financial Group Inc. RI22,186$1.02M0.0%-5.3%0.062%
2/7/2025 Independent Advisor Alliance11,277$516K0.0%N/A0.031%
2/7/2025 New Insight Wealth Advisors15,133$692K0.3%+92.2%0.042%
2/7/2025 Sowell Financial Services LLC14,046$643K0.0%N/A0.039%
2/6/2025 Raymond James Financial Inc.1,488,835$68.13M0.0%N/A4.139%
2/6/2025 Vantage Financial Partners LLC27,571$1.26M0.3%+44.0%0.077%
2/6/2025 Atria Investments Inc68,588$3.14M0.0%-13.5%0.191%
2/6/2025 Steward Partners Investment Advisory LLC54,416$2.49M0.0%-1.4%0.151%
2/6/2025 Jones Financial Companies Lllp35,634$1.63M0.0%+76.6%0.099%
2/5/2025 Maia Wealth LLC10,354$494K0.1%N/A0.029%
2/5/2025 US Bancorp DE18,099$828K0.0%-2.3%0.050%
2/5/2025 First Command Advisory Services Inc.2,655$121K0.0%+10.2%0.007%
2/5/2025 Whipplewood Advisors LLC12,227$560K0.3%N/A0.034%
2/4/2025 IFP Advisors Inc85,064$3.89M0.1%+1.9%0.236%
2/4/2025 World Equity Group Inc.13,520$619K0.1%+97.4%0.038%
2/4/2025 MONECO Advisors LLC78,648$3.60M0.4%+4.3%0.219%
2/3/2025 Sigma Planning Corp35,848$1.64M0.1%-1.2%0.100%
2/3/2025 Pacific Sun Financial Corp38,840$1.78M1.0%+3.2%0.108%
2/3/2025 Private Advisor Group LLC517,862$23.70M0.1%-0.9%1.440%
1/31/2025 Global Retirement Partners LLC19,014$870K0.0%+9.8%0.053%
1/31/2025 Klingman & Associates LLC28,569$1.31M0.1%-1.1%0.079%
1/31/2025 Proactive Wealth Strategies LLC6,267$287K0.1%N/A0.017%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors33,807$1.55M0.1%N/A0.094%
1/31/2025 Atria Wealth Solutions Inc.18,345$839K0.0%+71.8%0.051%
1/30/2025 James Investment Research Inc.49,395$2.26M0.3%-0.4%0.137%
1/30/2025 Strategic Financial Concepts LLC54,325$2.49M0.1%N/A0.151%
1/30/2025 Principal Securities Inc.20,905$957K0.0%-3.2%0.058%
1/30/2025 Aveo Capital Partners LLC18,878$864K0.1%-49.5%0.052%
Trump Shock to change everything (Ad)

Is this Trump’s next major move? Millionaire trading expert Imre Gams has found a bill that directs the United States Treasury to initiate a plan to buy one of the world’s most controversial assets. If the bill makes it to the desk of Donald Trump it could move $15 trillion out of gold, stocks, and real estate… And INTO a tiny corner of the markets few truly understand.

Click here to see how to prepare today.
1/30/2025 Nations Financial Group Inc. IA ADV14,765$676K0.0%-2.8%0.041%
1/29/2025 Consolidated Planning Corp329,438$15.08M2.1%+20.8%0.916%
1/29/2025 Gladstone Institutional Advisory LLC36,193$1.66M0.1%-18.4%0.101%
1/29/2025 Sovran Advisors LLC31,515$1.44M0.2%N/A0.088%
1/28/2025 Forbes J M & Co. LLP11,389$521K0.1%N/A0.032%
1/28/2025 Opinicus Capital Inc.36,244$1.66M1.4%-4.6%0.101%
1/28/2025 MWA Asset Management8,547$391K0.3%+7.6%0.024%
1/28/2025 Strategic Financial Concepts LLC54,325$2.49M0.0%N/A0.151%
1/27/2025 Silver Oak Securities Incorporated9,588$435K0.0%+7.7%0.027%
1/27/2025 Financial Advocates Investment Management40,671$1.86M0.1%-1.0%0.113%
(Data available from 1/1/2016 forward)

Remove Ads

RWJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWJ shares?

During the previous two years, 224 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($141.97M), Ameriprise Financial Inc. ($98.09M), Raymond James Financial Inc. ($68.13M), Fusion Family Wealth LLC ($62.42M), Raymond James Financial Services Advisors Inc. ($50.54M), Bank of America Corp DE ($47.90M), and Osaic Holdings Inc. ($33.18M).Learn more on RWJ's institutional investors.

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

Of the 205 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 ($2.56M), Raymond James Financial Inc. ($1.49M), Ameriprise Financial Inc. ($1.11M), Raymond James Financial Services Advisors Inc. ($1.04M), Fusion Family Wealth LLC ($945.37K), Commonwealth Equity Services LLC ($871.79K), and Private Advisor Group LLC ($594.61K).

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

Institutional investors have bought a total of 16,363,971 shares in the last 24 months. This purchase volume represents approximately $649.35M in transactions.

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

Of the 98 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 ($457.99K), Onyx Bridge Wealth Group LLC ($316.80K), Osaic Holdings Inc. ($167.20K), Connectus Wealth LLC ($151.60K), Swisher Financial Concepts Inc. ($135.15K), Cetera Investment Advisers ($99.64K), and Atria Investments Inc ($88.12K).

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

Institutional investors have sold a total of 2,863,676 shares in the last 24 months. This volume of shares sold represents approximately $121.06M in transactions.


Related Companies

This page (NYSEARCA:RWJ) was last updated on 3/14/2025 by MarketBeat.com Staff
From Our Partners
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry."
If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk...
Brownstone Research | Sponsored
Trump Shock to change everything
Is this Trump’s next major move? Millionaire trading expert Imre Gams has found a bill that directs the Uni...
Centurion Publishing | Sponsored
DOGE could send 6 AI stocks through the roof
Stay alert for Elon Musk and the Department of Government Efficiency's next move … Expect an announcement f...
Weiss Ratings | Sponsored
“Amazon Coin” set to outperform Bitcoin
Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...
True Market Insiders | Sponsored
BITCOIN
You're not going to believe this. There's a bizarre new way to make money from crypto... ...and it's not...
Awesomely, LLC | Sponsored
DOGE Social Security bombshell?
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored
Trump's 100-Day Plan Triggers Global Retaliation
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
March 18th: Gold SHOCK?
Starting March 18th, a major shift could send gold soaring — or crashing. Either way this shift goes... ...
InvestorPlace | Sponsored