Who Owns RWJ?
Invesco S&P SmallCap 600 Revenue ETF — Institutional Ownership & 13F Holdings
$55.91
+0.74 (+1.34%)
Market Cap
$1.7B
Shares Outstanding
29,868,819
Institutional Holders
188
Total Inst. Value
$676.8M
% of Float Held
—
QoQ Holder Change
+70
Institutional data as of Q1 2025
New Positions
42
Closed Positions
19
Increased
63
Decreased
53
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $110.4M | 2,712,824 |
| 2 | MORGAN STANLEY | $83.0M | 2,040,295 |
| 3 | RAYMOND JAMES FINANCIAL INC | $62.5M | 1,535,709 |
| 4 | Fusion Family Wealth, LLC | $58.0M | 1,425,274 |
| 5 | BANK OF AMERICA CORP /DE/ | $45.9M | 1,127,860 |
| 6 | WELLS FARGO & COMPANY/MN | $24.8M | 609,345 |
| 7 | OSAIC HOLDINGS, INC. | $24.0M | 590,577 |
| 8 | UBS Group AG | $21.8M | 534,836 |
| 9 | Private Advisor Group, LLC | $17.6M | 432,449 |
| 10 | Focus Partners Wealth | $16.0M | 394,108 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +569K | $110.4M |
| RAYMOND JAMES FINANCIAL INC | +47K | $62.5M |
| Fusion Family Wealth, LLC | +61K | $58.0M |
| BANK OF AMERICA CORP /DE/ | +81K | $45.9M |
| WELLS FARGO & COMPANY/MN | +22K | $24.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | -283K | $880K |
| MORGAN STANLEY | -254K | $83.0M |
| Mariner, LLC | -101K | $3K |
| Private Advisor Group, LLC | -85K | $17.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | -72K | $26K |
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Frequently Asked Questions
How many institutional investors hold RWJ?
As of Q1 2025, 188 institutional investors report holding RWJ (Invesco S&P SmallCap 600 Revenue ETF) in their 13F filings.
Which hedge fund owns the most RWJ?
The largest institutional holder of RWJ is AMERIPRISE FINANCIAL INC with $110.4M in shares.
Are institutions buying or selling RWJ?
This quarter, 42 institutions opened new positions in RWJ and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.