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

Invesco S&P SmallCap 600 Revenue ETF logo
$45.53 +1.50 (+3.41%)
Closing price 04:10 PM Eastern
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$45.26 -0.27 (-0.60%)
As of 04:22 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)
136
Total
Institutional Inflows
(last 12 months)
$266.67M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$67.76M
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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
8/11/2025Western Wealth Management LLC31,289$1.36M0.1%+1.6%0.092%
8/8/2025 Citizens Financial Group Inc. RI21,450$929K0.0%-3.2%0.063%
8/8/2025 Avantax Advisory Services Inc.75,213$3.26M0.0%+9.3%0.220%
8/8/2025 Thoroughbred Financial Services LLC28,280$1.22M0.1%-55.6%0.083%
8/8/2025 Cetera Investment Advisers184,564$7.99M0.0%+4.3%0.541%
8/8/2025 Creative Planning29,181$1.26M0.0%-4.0%0.086%
8/8/2025 Opinicus Capital Inc.38,162$1.65M1.3%+4.0%0.112%
8/8/2025 Foundations Investment Advisors LLC168,224$7.28M0.1%+10.3%0.493%
8/7/2025 Allworth Financial LP671$29K0.0%+235.5%0.002%
8/6/2025Summit Investment Advisors Inc.16,577$675K0.6%-26.8%0.049%
8/6/2025 Rovin Capital UT ADV12,795$554K0.2%+2.0%0.037%
8/6/2025 Moors & Cabot Inc.15,561$674K0.0%-10.2%0.046%
8/5/2025 Key Financial Inc6,686$289K0.1%N/A0.020%
8/5/2025 Bank of Montreal Can6,825$295K0.0%+8.7%0.020%
8/5/2025 Sigma Planning Corp29,601$1.28M0.0%-9.7%0.087%
8/4/2025 IFG Advisory LLC23,080$999K0.1%-65.3%0.068%
8/4/2025 Atria Investments Inc38,883$1.68M0.0%-42.8%0.114%
8/4/2025 World Investment Advisors8,790$381K0.0%-75.6%0.026%
8/1/2025 James Investment Research Inc.45,001$1.95M0.2%-10.5%0.132%
8/1/2025 Envestnet Asset Management Inc.131,049$5.67M0.0%-8.0%0.384%
7/31/2025 Whipplewood Advisors LLC3,270$142K0.1%-88.6%0.010%
7/31/2025 WFA Asset Management Corp256,564$10.28M5.9%-18.7%0.752%
7/30/2025 Fusion Family Wealth LLC1,444,721$62.54M5.3%+1.4%4.234%
7/30/2025 Onyx Bridge Wealth Group LLC24,150$1.05M0.1%-32.0%0.071%
7/30/2025 Liberty One Investment Management LLC49,549$2.15M0.2%+5.2%0.145%
7/29/2025 Signature Estate & Investment Advisors LLC4,704$204K0.0%N/A0.014%
7/29/2025 Stratos Wealth Partners LTD.38,542$1.67M0.0%-1.2%0.113%
7/29/2025 Private Trust Co. NA3,094$134K0.0%-10.7%0.009%
7/28/2025 Copia Wealth Management9,452$409K0.3%+5.5%0.028%
7/28/2025 Harbour Investments Inc.106,522$4.61M0.1%-23.2%0.312%
7/28/2025 Kiker Wealth Management LLC589$25K0.0%-67.7%0.002%
7/25/2025 NorthRock Partners LLC732$32K0.0%-58.9%0.002%
7/25/2025 Atria Wealth Solutions Inc.6,673$289K0.0%-47.9%0.020%
7/25/2025 Retirement Planning Group LLC NY11,638$504K0.4%+2.9%0.034%
7/25/2025 CWM LLC812$35K0.0%+223.5%0.002%
7/24/2025 IFP Advisors Inc101,912$4.41M0.1%+12.6%0.299%
7/24/2025 Edge Financial Advisors LLC28,648$1.25M0.7%+10.1%0.083%
7/24/2025 US Bancorp DE24,306$1.05M0.0%-41.4%0.071%
7/23/2025 Prime Capital Investment Advisors LLC33,887$1.47M0.0%+1.1%0.099%
7/22/2025 Belpointe Asset Management LLC27,895$1.21M0.1%+33.2%0.081%
Capital Gains Tax Strategies for Seniors (Ad)

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7/21/2025 Ameritas Advisory Services LLC2,217$96K0.0%N/A0.006%
7/21/2025 Patriot Financial Group Insurance Agency LLC33,049$1.43M0.2%+11.6%0.096%
7/18/2025 Consolidated Planning Corp312,598$13.53M1.7%-3.6%0.909%
7/18/2025 Truist Financial Corp22,287$965K0.0%+1.0%0.065%
7/17/2025 Janney Montgomery Scott LLC34,148$1.48M0.0%-1.3%0.099%
7/17/2025 Cyr Financial Inc.115,557$5.00M3.9%+9.8%0.336%
7/17/2025 Montis Financial LLC7,092$307K0.1%-18.2%0.021%
7/16/2025 Swisher Financial Concepts Inc.18,484$800K0.5%-30.3%0.054%
7/16/2025 New Insight Wealth Advisors11,686$506K0.2%-14.8%0.034%
7/16/2025 Meridian Financial LLC4,910$213K0.1%N/A0.014%
7/15/2025 Main Street Group LTD46,503$2.01M0.7%+30.5%0.135%
7/14/2025 Park Avenue Securities LLC5,591$242K0.0%N/A0.016%
7/14/2025 Cathy Pareto & Associates Inc.20,503$888K0.7%-21.8%0.060%
7/10/2025 Wealth Enhancement Advisory Services LLC207,340$9.41M0.0%+11.0%0.599%
7/10/2025 SK Wealth Management LLC121,756$5.51M2.4%-22.4%0.352%
7/10/2025 KMG Fiduciary Partners LLC8,606$373K0.0%-59.8%0.025%
7/10/2025 Sovran Advisors LLC44,815$2.02M0.2%-22.7%0.130%
7/9/2025 Fermata Advisors LLC5,533$240K0.1%-89.9%0.016%
7/7/2025 Nova Wealth Management Inc.2,100$91K0.1%+481.7%0.006%
6/2/2025Integrity Wealth Advisors Inc.11,663$475K0.3%+4.1%0.033%
6/2/2025Modern Wealth Management LLC6,767$275K0.0%-19.4%0.019%
5/21/2025Geneos Wealth Management Inc.15,423$628K0.0%+9.7%0.043%
5/20/2025 Belpointe Asset Management LLC20,944$852K0.0%+21.0%0.058%
5/20/2025Focus Partners Wealth394,108$16.04M0.0%+4.4%1.100%
5/19/2025Jane Street Group LLC43,073$1.75M0.0%+29.3%0.120%
5/16/2025Arete Wealth Advisors LLC76,685$3.12M0.2%-5.3%0.214%
5/16/2025Jones Financial Companies Lllp19,289$785K0.0%-45.9%0.054%
5/16/2025NewEdge Advisors LLC33,557$1.37M0.0%+6.7%0.094%
5/16/2025Ancora Advisors LLC313,039$12.74M0.3%-0.8%0.874%
5/15/2025Royal Bank of Canada122,906$5.00M0.0%+27.2%0.343%
5/15/2025MAI Capital Management375,989$15.30M0.1%+1.6%1.050%
5/15/2025Calton & Associates Inc.5,618$229K0.1%+14.0%0.016%
5/14/2025Comerica Bank5,095$207K0.0%-21.0%0.014%
5/14/2025Northwestern Mutual Wealth Management Co.350,104$14.25M0.0%+6.5%0.977%
5/14/2025Kestra Advisory Services LLC39,070$1.59M0.0%-11.7%0.109%
5/14/2025Ameriprise Financial Inc.2,712,824$110.42M0.0%+26.5%7.573%
5/14/2025 Lionsbridge Wealth Management LLC22,404$912K0.8%-13.6%0.063%
5/14/2025Capital Analysts LLC922$38K0.0%-28.6%0.003%
5/14/2025 Legacy Financial Advisors Inc.27,193$1.11M0.2%+3.9%0.076%
5/13/2025Raymond James Financial Inc.1,535,709$62.50M0.0%+3.1%4.287%
5/13/2025Nations Financial Group Inc. IA ADV13,700$558K0.0%-7.2%0.038%
5/13/2025HighTower Advisors LLC26,644$1.08M0.0%-3.2%0.074%
5/12/2025Aveo Capital Partners LLC8,553$335K0.1%-54.7%0.024%
5/12/2025Potentia Wealth112,111$4.56M2.1%+5.6%0.309%
5/9/2025Tidemark LLC2,340$95K0.0%-75.8%0.006%
5/9/2025 Atria Wealth Solutions Inc.12,800$521K0.0%-30.2%0.035%
5/9/2025 Thoroughbred Financial Services LLC63,646$2.59M0.2%+0.9%0.176%
5/9/2025MWA Asset Management8,880$361K0.3%+3.9%0.025%
5/9/2025 Commonwealth Equity Services LLC629,295$25.61M0.0%-10.3%1.736%
5/8/2025 IFG Advisory LLC66,482$2.71M0.1%-1.6%0.183%
Capital Gains Tax Strategies for Seniors (Ad)

Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.

Click here to see the three strategies and get matched with a financial advisor today.
5/8/2025MONECO Advisors LLC79,533$3.24M0.3%+1.1%0.219%
5/8/2025 US Bancorp DE41,466$1.69M0.0%+129.1%0.114%
5/8/2025 Harbour Investments Inc.138,742$5.65M0.2%+29.4%0.383%
5/8/2025 NorthRock Partners LLC1,782$73K0.0%N/A0.005%
5/7/2025 Foundations Investment Advisors LLC152,537$6.21M0.1%+42.2%0.421%
5/7/2025 Vantage Financial Partners LLC30,187$1.23M0.3%+9.5%0.083%
5/7/2025LPL Financial LLC3,164,873$128.81M0.1%+2.0%8.733%
5/7/2025Valued Retirements Inc.61,671$2.51M3.3%-28.3%0.170%
5/6/2025 Cetera Investment Advisers177,033$7.21M0.0%+196.7%0.489%
5/6/2025 Avantax Advisory Services Inc.68,785$2.80M0.0%+7.9%0.190%
(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, 218 institutional investors and hedge funds held shares of Invesco S&P SmallCap 600 Revenue ETF. The most heavily invested institutionals were LPL Financial LLC ($128.81M), Ameriprise Financial Inc. ($110.42M), Fusion Family Wealth LLC ($62.54M), Raymond James Financial Inc. ($62.50M), Raymond James Financial Services Advisors Inc. ($50.54M), Bank of America Corp DE ($47.90M), and Osaic Holdings Inc. ($33.18M).Learn more on Invesco S&P SmallCap 600 Revenue ETF's institutional investors.

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

Of the 200 institutional investors that purchased Invesco S&P SmallCap 600 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.29M), Ameriprise Financial Inc. ($1.68M), Raymond James Financial Inc. ($1.54M), Fusion Family Wealth LLC ($1.01M), Raymond James Financial Services Advisors Inc. ($961.35K), Commonwealth Equity Services LLC ($871.79K), and Private Advisor Group LLC ($468.87K).

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

Institutional investors have bought a total of 6,041,612 shares in the last 24 months. This purchase volume represents approximately $268.33M in transactions.

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

Of the 88 institutional investors that sold Invesco S&P SmallCap 600 Revenue ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Swisher Financial Concepts Inc. ($155.34K), Atria Investments Inc ($117.19K), Cetera Investment Advisers ($99.64K), Private Advisor Group LLC ($99.34K), WFA Asset Management Corp ($96.20K), Byrne Financial Freedom LLC ($91.02K), and Fermata Advisors LLC ($79.84K).

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

Institutional investors have sold a total of 1,567,097 shares in the last 24 months. This volume of shares sold represents approximately $68.15M in transactions.


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This page (NYSEARCA:RWJ) was last updated on 8/12/2025 by MarketBeat.com Staff
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