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

Invesco S&P SmallCap 600 Revenue ETF logo
$48.29 +0.84 (+1.77%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$123.59M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$92.41M
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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
11/18/2024 Arete Wealth Advisors LLC76,638$3.50M0.3%+22.7%0.213%
11/15/2024 Valued Retirements Inc.92,297$4.22M5.8%N/A0.257%
11/15/2024 MML Investors Services LLC77,676$3.55M0.0%-1.1%0.216%
11/15/2024 Orion Portfolio Solutions LLC20,661$944K0.0%N/A0.057%
11/15/2024 EP Wealth Advisors LLC4,718$216K0.0%N/A0.013%
11/15/2024 Stifel Financial Corp311,738$14.25M0.0%-2.2%0.867%
11/15/2024 HighTower Advisors LLC22,333$1.03M0.0%+15.5%0.062%
11/15/2024 Hilltop Holdings Inc.17,890$818K0.1%+4.4%0.050%
11/14/2024 Captrust Financial Advisors5,227$239K0.0%N/A0.015%
11/14/2024 Rockefeller Capital Management L.P.36,883$1.69M0.0%+2.4%0.103%
11/12/2024 Cerity Partners LLC20,608$942K0.0%+57.3%0.057%
11/12/2024 Great Valley Advisor Group Inc.28,237$1.29M0.0%+1.6%0.079%
11/9/2024 LPL Financial LLC2,909,738$133.00M0.1%+3.2%8.089%
11/8/2024 Citizens Financial Group Inc. RI23,419$1.07M0.0%+27.2%0.065%
11/8/2024 Moors & Cabot Inc.16,950$775K0.0%+15.8%0.047%
11/8/2024 MWA Asset Management7,941$363K0.2%+11.0%0.022%
11/7/2024 Tidemark LLC11,232$513K0.2%-25.4%0.031%
11/7/2024 MAI Capital Management11,618$531K0.0%+12.8%0.032%
11/6/2024 Signature Estate & Investment Advisors LLC4,904$224K0.0%N/A0.014%
11/6/2024 Fortis Capital Management LLC28,269$1.29M0.3%+41.6%0.079%
11/5/2024 First Heartland Consultants Inc.5,139$235K0.0%-29.0%0.014%
11/5/2024 Harbour 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%
11/4/2024 Sigma Planning Corp36,293$1.66M0.1%-37.7%0.101%
11/1/2024 Atria 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%
10/30/2024 World 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%
10/29/2024 Ground 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%
10/28/2024 US Bancorp DE18,516$846K0.0%-19.8%0.051%
10/25/2024 MONECO 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%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

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10/22/2024 Private 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%
10/18/2024Whitaker Myers Wealth Managers LTD.4,419$202K0.1%N/A0.012%
10/18/2024Raymond James & Associates240,210$10.98M0.0%-4.6%0.668%
10/18/2024KMG Fiduciary Partners LLC20,284$927K0.1%N/A0.056%
10/17/2024Fusion 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%
10/17/2024CHB Investment Group LLC8,620$394K0.2%N/A0.024%
10/17/2024Onyx Bridge Wealth Group LLC23,378$1.07M0.2%-70.5%0.065%
10/16/2024 Marshall Financial Group LLC12,321$563K0.1%-4.6%0.034%
10/16/2024 Global Retirement Partners LLC17,316$792K0.0%+27.1%0.048%
10/16/2024 Nottingham Advisors Inc.27,170$1.24M0.1%N/A0.076%
10/11/2024 Creative Planning30,239$1.38M0.0%+11.2%0.084%
10/11/2024 ORG Partners LLC49,288$2.25M0.4%N/A0.137%
10/9/2024 Pacific Sun Financial Corp37,628$1.72M0.9%-1.6%0.105%
10/9/2024 Fermata Advisors LLC77,584$3.55M0.7%+9.3%0.216%
10/9/2024 Hyperion Partners LLC348,534$15.93M10.2%+4.5%0.969%
10/5/2024 ZRC Wealth Management LLC1,929$88K0.0%N/A0.005%
10/3/2024 Park Avenue Securities LLC4,975$227K0.0%N/A0.014%
9/5/2024Sanctuary Advisors LLC117,301$4.74M0.0%N/A0.326%
8/22/2024 Cetera Investment Advisers199,523$8.00M0.0%-8.9%0.555%
8/21/2024 Truist Financial Corp23,181$929K0.0%-8.1%0.064%
8/16/2024 NewEdge Advisors LLC32,430$1.30M0.0%+1.5%0.090%
8/16/2024 Northwestern Mutual Wealth Management Co.329,948$13.22M0.0%+10.6%0.917%
8/16/2024 Creative Planning27,194$1.09M0.0%+3.5%0.076%
8/14/2024 Insigneo Advisory Services LLC5,061$207K0.0%N/A0.014%
8/13/2024 Legacy Financial Advisors Inc.24,972$1.00M0.2%N/A0.069%
8/12/2024 Mercer Global Advisors Inc. ADV6,240$250K0.0%-19.1%0.017%
8/9/2024 Moors & Cabot Inc.14,636$586K0.0%+11.5%0.041%
8/9/2024 Renaissance Technologies LLC6,300$252K0.0%N/A0.018%
8/9/2024 Citizens Financial Group Inc. RI18,406$738K0.0%N/A0.051%
8/9/2024ICA Group Wealth Management LLC3,914$157K0.1%-40.9%0.011%
8/8/2024 Envestnet Asset Management Inc.151,026$6.05M0.0%+9.6%0.420%
8/8/2024 Thoroughbred Financial Services LLC66,823$2.68M0.2%+31.2%0.186%
8/8/2024 CoreCap Advisors LLC27,973$1.12M0.1%N/A0.078%
8/8/2024 LPL Financial LLC2,818,546$112.94M0.1%-2.0%7.836%
8/7/2024 Vantage Financial Partners LLC8,806$353K0.1%N/A0.024%
8/6/2024 Ausdal Financial Partners Inc.25,755$1.03M0.1%-34.1%0.072%
8/5/2024 Private Advisor Group LLC531,789$21.31M0.1%-9.6%1.478%
8/2/2024 Consolidated Planning Corp218,380$8.75M1.4%+3.8%0.607%
8/2/2024 Foundations Investment Advisors LLC37,961$1.52M0.0%+49.0%0.106%
8/2/2024 Aveo Capital Partners LLC84,124$3.37M0.4%-35.2%0.234%
8/2/2024 Founders Financial Securities LLC7,221$289K0.0%-62.2%0.020%
8/1/2024 Guidance Capital Inc.18,974$760K0.3%+56.3%0.053%
8/1/2024 Obermeyer Wood Investment Counsel Lllp17,671$708K0.0%N/A0.049%
7/31/2024Fusion Family Wealth LLC1,267,372$50.78M5.2%+2.0%3.523%
7/31/2024Commonwealth Equity Services LLC778,288$31.19M0.0%-7.5%2.164%
7/31/2024 IFG Advisory LLC64,837$2.60M0.2%+6.2%0.180%
7/26/2024 MWA Asset Management7,151$287K0.2%+22.2%0.020%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate
7/26/2024 Harbour Investments Inc.86,084$3.45M0.1%+12.1%0.239%
7/26/2024 Patriot Financial Group Insurance Agency LLC19,281$773K0.1%+11.3%0.054%
7/26/2024 Cambridge Investment Research Advisors Inc.122,111$4.89M0.0%-21.7%0.339%
7/26/2024 First Command Advisory Services Inc.2,610$105K0.0%+221.0%0.007%
7/25/2024 First Heartland Consultants Inc.7,235$290K0.0%+14.7%0.020%
7/23/2024 Bridge Advisory LLC15,485$620K0.3%-19.3%0.043%
7/23/2024 Fortis Capital Management LLC19,970$800K0.2%+33.4%0.056%
7/22/2024Onyx Bridge Wealth Group LLC79,379$3.18M0.5%+1.9%0.221%
7/22/2024 Liberty One Investment Management LLC49,085$1.97M0.2%-1.4%0.136%
7/20/2024Raymond James Financial Services Advisors Inc.1,261,225$50.54M0.1%-5.6%3.506%
(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, 185 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 ($60.83M), 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 169 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 ($936.96K), Ameriprise Financial Inc. ($872.71K), Commonwealth Equity Services LLC ($815.04K), Private Advisor Group LLC ($601.39K), 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 13,024,281 shares in the last 24 months. This purchase volume represents approximately $492.46M in transactions.

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

Of the 82 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 ($316.25K), 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 2,596,318 shares in the last 24 months. This volume of shares sold represents approximately $107.77M in transactions.



This page (NYSEARCA:RWJ) was last updated on 11/24/2024 by MarketBeat.com Staff
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