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

Invesco S&P SmallCap 600 Revenue ETF logo
$47.11 -0.60 (-1.26%)
Closing price 01/31/2025 04:10 PM Eastern
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$47.11 0.00 (0.00%)
As of 01/31/2025 05:30 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)
111
Total
Institutional Inflows
(last 12 months)
$145.50M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$92.20M
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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
1/31/2025Global Retirement Partners LLC19,014$870K0.0%+9.8%0.053%
1/31/2025Klingman & Associates LLC28,569$1.31M0.1%-1.1%0.079%
1/31/2025Proactive 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%
1/31/2025Atria 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%
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%
1/27/2025 Onyx Bridge Wealth Group LLC22,831$1.05M0.2%-2.3%0.063%
1/27/2025 Choreo LLC7,160$327K0.0%-7.1%0.020%
1/27/2025 Stratos Wealth Partners LTD.40,360$1.85M0.0%-11.8%0.112%
1/27/2025 Guidance Capital Inc.23,117$1.10M0.3%+9.9%0.064%
1/27/2025 Fusion Family Wealth LLC1,364,167$62.42M5.7%+2.5%3.793%
1/24/2025 Valley National Advisers Inc.1,158$52K0.0%-20.6%0.003%
1/24/2025 WFA Asset Management Corp219,992$10.07M5.4%-3.0%0.612%
1/23/2025 Calton & Associates Inc.4,930$226K0.1%-40.8%0.014%
1/23/2025 Cyr Financial Inc.102,715$4.70M4.3%+0.8%0.286%
1/22/2025 Patriot Financial Group Insurance Agency LLC28,013$1.28M0.2%+37.0%0.078%
1/22/2025 Foundations Investment Advisors LLC107,253$4.91M0.1%+228.6%0.298%
1/22/2025 Cathy Pareto & Associates Inc.19,956$913K0.8%N/A0.055%
1/21/2025 Flagship Harbor Advisors LLC6,349$291K0.0%-12.4%0.018%
1/21/2025 Geneos Wealth Management Inc.14,054$643K0.0%+4.1%0.039%
1/17/2025 Janney Montgomery Scott LLC35,503$1.63M0.0%+60.8%0.099%
1/16/2025 Lionsbridge Wealth Management LLC25,917$1.19M1.0%-10.0%0.072%
1/16/2025 LPF Advisors LLC12,035$551K0.5%+2.1%0.033%
1/16/2025 Liberty One Investment Management LLC48,370$2.21M0.2%-2.5%0.134%
1/15/2025 KMG Fiduciary Partners LLC21,833$999K0.1%+7.6%0.061%
1/15/2025 Fermata Advisors LLC85,372$3.91M0.7%+10.0%0.237%
1/14/2025 Rovin Capital UT ADV11,469$525K0.2%+51.7%0.032%
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1/13/2025 Unique Wealth LLC4,800$220K0.0%N/A0.013%
1/13/2025 CHB Investment Group LLC21,069$964K0.5%+144.4%0.059%
1/13/2025 Tsfg LLC11,576$530K0.1%+9.5%0.032%
1/13/2025 Miracle Mile Advisors LLC5,044$231K0.0%N/A0.014%
1/10/2025 ORG Partners LLC128,773$5.89M0.8%+161.3%0.358%
12/30/2024SK Wealth Management LLC185,953$8.52M3.4%N/A0.517%
12/13/2024B. Riley Wealth Advisors Inc.5,082$229K0.0%N/A0.014%
11/25/2024Synovus Financial Corp13,031$596K0.0%-8.4%0.036%
11/25/2024World Investment Advisors LLC27,139$1.24M0.0%+9.1%0.075%
11/25/2024Sanctuary Advisors LLC138,850$6.71M0.0%+18.4%0.386%
11/18/2024Arete Wealth Advisors LLC76,638$3.50M0.3%+22.7%0.213%
11/15/2024Valued Retirements Inc.92,297$4.22M5.8%N/A0.257%
11/15/2024MML Investors Services LLC77,676$3.55M0.0%-1.1%0.216%
11/15/2024Orion Portfolio Solutions LLC20,661$944K0.0%N/A0.057%
11/15/2024EP Wealth Advisors LLC4,718$216K0.0%N/A0.013%
11/15/2024Stifel Financial Corp311,738$14.25M0.0%-2.2%0.867%
11/15/2024HighTower Advisors LLC22,333$1.03M0.0%+15.5%0.062%
11/15/2024Hilltop Holdings Inc.17,890$818K0.1%+4.4%0.050%
11/14/2024Captrust Financial Advisors5,227$239K0.0%N/A0.015%
11/14/2024Rockefeller Capital Management L.P.36,883$1.69M0.0%+2.4%0.103%
11/12/2024Cerity Partners LLC20,608$942K0.0%+57.3%0.057%
11/12/2024Great Valley Advisor Group Inc.28,237$1.29M0.0%+1.6%0.079%
11/9/2024LPL Financial LLC2,909,738$133.00M0.1%+3.2%8.089%
11/8/2024Citizens Financial Group Inc. RI23,419$1.07M0.0%+27.2%0.065%
11/8/2024Moors & Cabot Inc.16,950$775K0.0%+15.8%0.047%
11/8/2024 MWA Asset Management7,941$363K0.2%+11.0%0.022%
11/7/2024Tidemark LLC11,232$513K0.2%-25.4%0.031%
11/7/2024MAI Capital Management11,618$531K0.0%+12.8%0.032%
11/6/2024Signature Estate & Investment Advisors LLC4,904$224K0.0%N/A0.014%
11/6/2024Fortis Capital Management LLC28,269$1.29M0.3%+41.6%0.079%
11/5/2024First Heartland Consultants Inc.5,139$235K0.0%-29.0%0.014%
11/5/2024Harbour Investments Inc.96,901$4.43M0.1%+12.6%0.269%
11/5/2024 Opinicus Capital Inc.37,986$1.74M1.4%+0.7%0.106%
11/4/2024Sigma Planning Corp36,293$1.66M0.1%-37.7%0.101%
11/1/2024Atria Investments Inc79,253$3.62M0.0%-49.4%0.220%
11/1/2024 Rovin Capital UT ADV7,560$346K0.1%N/A0.021%
11/1/2024 Lionsbridge Wealth Management LLC28,793$1.32M1.0%N/A0.080%
10/31/2024 Consolidated Planning Corp272,706$12.47M1.9%+24.9%0.758%
10/30/2024World Equity Group Inc.6,848$313K0.1%-32.3%0.019%
10/30/2024 WFA Asset Management Corp226,831$10.37M5.6%-11.8%0.631%
10/29/2024Ground Swell Capital LLC4,912$225K0.2%N/A0.014%
10/29/2024 Janney Montgomery Scott LLC22,082$1.01M0.0%-1.1%0.061%
10/29/2024 James Investment Research Inc.49,617$2.27M0.3%-6.6%0.138%
10/28/2024 Gladstone Institutional Advisory LLC44,369$2.03M0.1%-6.0%0.123%
10/28/2024US Bancorp DE18,516$846K0.0%-19.8%0.051%
10/25/2024MONECO Advisors LLC75,396$3.45M0.4%+3.0%0.210%
10/24/2024 Patriot Financial Group Insurance Agency LLC20,450$935K0.1%+6.1%0.057%
10/24/2024 Wealth Enhancement Advisory Services LLC180,820$8.27M0.0%+3.2%0.503%
10/23/2024 Silver Oak Securities Incorporated8,905$408K0.0%+64.1%0.025%
10/22/2024 Guidance Capital Inc.21,042$977K0.3%+10.9%0.058%
A new coin is elbowing its way to the top of the crypto world (Ad)

With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
10/22/2024Private Advisor Group LLC522,392$23.88M0.1%-1.8%1.452%
10/21/2024 Calton & Associates Inc.8,321$380K0.1%+8.1%0.023%
10/21/2024 Foundations Investment Advisors LLC32,637$1.49M0.0%-14.0%0.091%
10/18/2024 Whitaker Myers Wealth Managers LTD.4,419$202K0.1%N/A0.012%
10/18/2024Raymond James & Associates240,210$10.98M0.0%-4.6%0.668%
10/18/2024 KMG Fiduciary Partners LLC20,284$927K0.1%N/A0.056%
10/17/2024 Fusion Family Wealth LLC1,330,696$60.83M5.6%+5.0%3.699%
10/17/2024 Claro Advisors LLC1,213$55K0.0%-92.4%0.003%
10/17/2024 CHB Investment Group LLC8,620$394K0.2%N/A0.024%
10/17/2024 Onyx Bridge Wealth Group LLC23,378$1.07M0.2%-70.5%0.065%
(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, 196 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($133.00M), Fusion Family Wealth LLC ($62.42M), Raymond James Financial Services Advisors Inc. ($50.54M), Ameriprise Financial Inc. ($43.66M), Osaic Holdings Inc. ($33.18M), Commonwealth Equity Services LLC ($31.19M), 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 178 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 ($2.51M), Raymond James Financial Services Advisors Inc. ($1.08M), Fusion Family Wealth LLC ($945.37K), Ameriprise Financial Inc. ($872.71K), Commonwealth Equity Services LLC ($815.04K), Private Advisor Group LLC ($594.61K), and UBS Group AG ($348.48K).

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

Institutional investors have bought a total of 13,684,890 shares in the last 24 months. This purchase volume represents approximately $523.47M in transactions.

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

Of the 87 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 ($488.01K), Onyx Bridge Wealth Group LLC ($316.80K), Osaic Holdings Inc. ($167.20K), Connectus Wealth LLC ($151.60K), Consolidated Planning Corp ($92.70K), Raymond James Financial Services Advisors Inc. ($87.96K), and Fermata Advisors LLC ($86.09K).

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

Institutional investors have sold a total of 2,617,457 shares in the last 24 months. This volume of shares sold represents approximately $109.05M in transactions.


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This page (NYSEARCA:RWJ) was last updated on 2/1/2025 by MarketBeat.com Staff
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