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

Invesco S&P SmallCap 600 Revenue ETF logo
$36.59 -0.25 (-0.68%)
Closing price 04/15/2025 04:10 PM Eastern
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$36.59 0.00 (0.00%)
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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)
132
Total
Institutional Inflows
(last 12 months)
$256.10M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$88.30M
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RWJ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 WFA Asset Management Corp315,667$13.51M7.9%+43.5%0.812%
4/14/2025 KMG Fiduciary Partners LLC21,388$870K0.1%-2.0%0.055%
4/14/2025 Patriot Financial Group Insurance Agency LLC29,603$1.21M0.2%+5.7%0.076%
4/14/2025 Whitaker Myers Wealth Managers LTD.4,926$200K0.1%+9.8%0.013%
4/11/2025 LPF Advisors LLC9,871$402K0.3%-18.0%0.025%
4/10/2025 Fermata Advisors LLC54,725$2.23M0.4%-35.9%0.141%
4/10/2025 Cathy Pareto & Associates Inc.26,225$1.07M0.9%+31.4%0.067%
4/10/2025 Whipplewood Advisors LLC28,629$1.17M0.4%+134.1%0.074%
4/9/2025 Swisher Financial Concepts Inc.26,521$1.08M0.9%-31.4%0.068%
3/17/2025Wealth Enhancement Advisory Services LLC191,388$8.76M0.0%+5.8%0.490%
3/6/2025Copia Wealth Management8,623$395K0.4%N/A0.022%
2/28/2025Brooklyn FI LLC57,600$2.69M0.4%N/A0.148%
2/24/2025Hall Capital Management Co. Inc.6,700$307K0.1%N/A0.019%
2/19/2025Retirement Planning Group LLC NY11,158$511K0.6%N/A0.031%
2/17/2025Waverly Advisors LLC4,662$213K0.0%N/A0.013%
2/17/2025WBI Investments LLC9,277$425K0.1%+16.5%0.026%
2/17/2025Two Sigma Investments LP5,225$239K0.0%-82.9%0.015%
2/17/2025Main Street Group LTD32,779$1.50M0.6%+10,111.5%0.091%
2/17/2025Obermeyer Wealth Partners21,031$962K0.1%+18.9%0.058%
2/17/2025Investor s Fiduciary Advisor Network LLC4,570$209K0.1%N/A0.013%
2/17/2025Focus Partners Wealth377,439$17.27M0.0%+277.3%1.049%
2/17/2025D. E. Shaw & Co. Inc.8,887$407K0.0%-35.1%0.025%
2/17/2025EP Wealth Advisors LLC10,654$488K0.0%+125.8%0.030%
2/17/2025CoreCap Advisors LLC35,442$1.62M0.1%+10.4%0.099%
2/17/2025Cornerstone Financial Group LLC NE 7,271$333K0.3%N/A0.020%
2/17/2025Cetera Investment Advisers59,675$2.73M0.0%-57.3%0.166%
2/17/2025Captrust Financial Advisors5,581$255K0.0%+6.8%0.016%
2/17/2025Bank of America Corp DE1,046,759$47.90M0.0%+10.3%2.910%
2/17/2025Ameriprise Financial Inc.2,143,693$98.09M0.0%+12.7%5.960%
2/17/2025Aptus Capital Advisors LLC1,106$51K0.0%+110,500.0%0.003%
2/17/2025Ancora Advisors LLC315,442$14.44M0.3%-0.5%0.877%
2/14/2025Mercer Global Advisors Inc. ADV5,505$252K0.0%-52.4%0.015%
2/14/2025Jane Street Group LLC33,322$1.53M0.0%N/A0.093%
2/14/2025Oxford Wealth Group LLC107,208$4.91M3.2%+229.4%0.298%
2/14/2025Stifel Financial Corp304,218$13.92M0.0%-2.4%0.846%
2/14/2025MML Investors Services LLC84,611$3.87M0.0%+8.9%0.235%
2/13/2025NewEdge Advisors LLC31,454$1.44M0.0%-3.9%0.087%
2/13/2025Insigneo Advisory Services LLC7,240$331K0.0%+44.2%0.020%
2/13/2025Integrity Wealth Advisors Inc.11,201$513K0.4%N/A0.031%
2/13/2025Belpointe Asset Management LLC17,309$773K0.0%-7.2%0.048%
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2/13/2025Mariner LLC178,206$8.16M0.0%+2.4%0.495%
2/13/2025Summit Investment Advisors Inc.22,639$1.04M0.9%+8.2%0.063%
2/13/2025Rockefeller 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%
2/13/2025Legacy Financial Advisors Inc.26,176$1.20M0.2%+1.3%0.073%
2/13/2025Renaissance Technologies LLC6,296$288K0.0%N/A0.018%
2/13/2025 Swisher Financial Concepts Inc.38,673$1.77M2.1%-77.8%0.108%
2/13/2025Envestnet Asset Management Inc.140,540$6.43M0.0%-13.8%0.391%
2/13/2025Wells Fargo & Company MN587,436$26.88M0.0%+1.5%1.633%
2/12/2025Thoroughbred Financial Services LLC63,063$2.89M0.2%-9.4%0.175%
2/12/2025Arete Wealth Advisors LLC80,941$3.70M0.3%+5.6%0.225%
2/12/2025World Investment Advisors36,328$1.66M0.0%+33.9%0.101%
2/12/2025Nottingham Advisors Inc.26,680$1.22M0.2%-1.8%0.074%
2/12/2025OneAscent Financial Services LLC12,520$573K0.0%N/A0.035%
2/12/2025Orion Portfolio Solutions LLC17,769$813K0.0%-14.0%0.049%
2/12/2025JPMorgan Chase & Co.37,559$1.72M0.0%+97.5%0.104%
2/12/2025Ausdal Financial Partners Inc.25,038$1.15M0.1%+5.5%0.070%
2/12/2025Potentia Wealth106,120$4.86M2.2%N/A0.295%
2/11/2025Modern Wealth Management LLC8,243$383K0.0%-6.5%0.023%
2/11/2025LPL Financial LLC3,102,472$141.97M0.1%+6.6%8.625%
2/11/2025Fortis Capital Management LLC36,467$1.67M0.3%+29.0%0.101%
2/11/2025Kiker Wealth Management LLC1,780$81K0.1%N/A0.005%
2/11/2025Sandy Spring Bank1,864$85K0.0%N/A0.005%
2/11/2025Brooklyn FI LLC57,600$2.69M0.0%N/A0.160%
2/10/2025Thrivent Financial for Lutherans20,783$951K0.0%N/A0.058%
2/10/2025Valued Retirements Inc.86,026$3.94M5.3%-6.8%0.239%
2/10/2025Harbour Investments Inc.107,185$4.91M0.1%+10.6%0.298%
2/10/2025Tidemark LLC9,681$443K0.2%-13.8%0.027%
2/10/2025Montis Financial LLC12,956$593K0.2%N/A0.036%
2/10/2025Commonwealth Equity Services LLC701,574$32.10M0.0%+8.8%1.950%
2/10/2025Avantax Advisory Services Inc.63,748$2.92M0.0%+12.5%0.177%
2/7/2025HighTower Advisors LLC27,520$1.26M0.0%+23.2%0.077%
2/7/2025Citizens Financial Group Inc. RI22,186$1.02M0.0%-5.3%0.062%
2/7/2025Independent Advisor Alliance11,277$516K0.0%N/A0.031%
2/7/2025New Insight Wealth Advisors15,133$692K0.3%+92.2%0.042%
2/7/2025Sowell Financial Services LLC14,046$643K0.0%N/A0.039%
2/6/2025Raymond James Financial Inc.1,488,835$68.13M0.0%N/A4.139%
2/6/2025Vantage Financial Partners LLC27,571$1.26M0.3%+44.0%0.077%
2/6/2025Atria Investments Inc68,588$3.14M0.0%-13.5%0.191%
2/6/2025Steward Partners Investment Advisory LLC54,416$2.49M0.0%-1.4%0.151%
2/6/2025Jones Financial Companies Lllp35,634$1.63M0.0%+76.6%0.099%
2/5/2025Maia Wealth LLC10,354$494K0.1%N/A0.029%
2/5/2025US Bancorp DE18,099$828K0.0%-2.3%0.050%
2/5/2025First Command Advisory Services Inc.2,655$121K0.0%+10.2%0.007%
2/5/2025 Whipplewood Advisors LLC12,227$560K0.3%N/A0.034%
2/4/2025IFP Advisors Inc85,064$3.89M0.1%+1.9%0.236%
2/4/2025World Equity Group Inc.13,520$619K0.1%+97.4%0.038%
2/4/2025MONECO Advisors LLC78,648$3.60M0.4%+4.3%0.219%
2/3/2025Sigma Planning Corp35,848$1.64M0.1%-1.2%0.100%
2/3/2025Pacific Sun Financial Corp38,840$1.78M1.0%+3.2%0.108%
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2/3/2025Private Advisor Group LLC517,862$23.70M0.1%-0.9%1.440%
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%
1/31/2025C2P 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%
1/30/2025James Investment Research Inc.49,395$2.26M0.3%-0.4%0.137%
1/30/2025Strategic Financial Concepts LLC54,325$2.49M0.1%N/A0.151%
1/30/2025Principal Securities Inc.20,905$957K0.0%-3.2%0.058%
1/30/2025Aveo Capital Partners LLC18,878$864K0.1%-49.5%0.052%
(Data available from 1/1/2016 forward)

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RWJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RWJ shares?

During the previous two years, 221 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 202 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. ($961.35K), 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 16,314,525 shares in the last 24 months. This purchase volume represents approximately $647.99M in transactions.

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

Of the 99 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. ($147.30K), 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 2,838,072 shares in the last 24 months. This volume of shares sold represents approximately $120.25M in transactions.



This page (NYSEARCA:RWJ) was last updated on 4/16/2025 by MarketBeat.com Staff
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