Who Owns Invesco S&P SmallCap 600 Revenue ETF (RWJ)?Hedge Fund & Institutional Holders

$49.40+0.16 (+0.32%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -0

Price History

$34.78$39.77$44.77$49.76$54.75Sep 24Jun 25Mar 26

RWJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Fusion Family Wealth, LLCNew Position+1.5M+$72.0B
BANK OF AMERICA CORP /DE/Increased+32K+$58.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+272K+$13.0B
Cyr Financial Inc.New Position+125K+$6.1B
JONES FINANCIAL COMPANIES LLLPNew Position+122K+$5.0B
Focus Partners WealthIncreased+72K+$3.1B
CoreCap Advisors, LLCNew Position+59K+$2.9B
MONECO ADVISORS, LLCNew Position+56K+$2.7B
Sonoma Allocations LLCNew Position+45K+$2.4B
Belpointe Asset Management LLCNew Position+49K+$2.4B
PLANWISER FINANCIAL, LLCNew Position+38K+$1.9B
OPINICUS CAPITAL, INC.New Position+37K+$1.8B
Vantage Financial Partners, LLCNew Position+31K+$1.5B
Edge Financial Advisors LLCNew Position+29K+$1.4B
Klingman & Associates, LLCNew Position+28K+$1.4B

RWJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-86K-$141.2B
AMERIPRISE FINANCIAL INCDecreased-773K-$37.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-290K-$16.2B
&PARTNERSDecreased-2K-$6.2B
ROYAL BANK OF CANADADecreased-108K-$6.0B
SK Wealth Management, LLCDecreased-78K-$3.6B
Valued Retirements, Inc.Decreased-4K-$2.7B
OSAIC HOLDINGS, INC.Decreased-20K-$1.8B
UBS Group AGDecreased-41K-$1.6B
Atria Investments, IncDecreased-11K-$1.5B
Creative PlanningDecreased-1K-$1.5B
GOLDMAN SACHS GROUP INCDecreased-11K-$1.4B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-1K-$1.3B
POTENTIA WEALTHDecreased-24K-$1.2B
JPMORGAN CHASE & CODecreased-2K-$921.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fusion Family Wealth, LLC1,478,001$72.0B5.46%Share
2AMERIPRISE FINANCIAL INC784,994$38.0B8.59%Share
3UBS Group AG773,991$37.7B6.11%Share
4BANK OF AMERICA CORP /DE/660,540$32.0B2.33%Share
5BANK OF AMERICA CORP /DE/574,229$27.0B1.96%Share
6RAYMOND JAMES FINANCIAL INC532,378$25.0B7.78%Share
7OSAIC HOLDINGS, INC.523,803$25.0B36.53%Share
8Focus Partners Wealth525,416$25.0B28.49%Share
9COMMONWEALTH EQUITY SERVICES, LLC272,289$13.0B17.33%Share
10RAYMOND JAMES FINANCIAL INC262,615$12.0B3.73%Share
11WELLS FARGO & COMPANY/MN214,189$10.0B1.82%Share
12WELLS FARGO & COMPANY/MN210,667$10.0B1.82%Share
13Private Advisor Group, LLC196,918$9.0B42.34%Share
14Cyr Financial Inc.125,131$6.1B3.80%Share
15ROYAL BANK OF CANADA133,080$6.0B0.98%Share
16IFP Advisors, Inc102,804$5.0B0.11%Share
17JONES FINANCIAL COMPANIES LLLP122,047$5.0B3.05%Share
18CoreCap Advisors, LLC58,699$2.9B0.10%Share
19POTENTIA WEALTH56,500$2.8B1.01%Share
20MONECO ADVISORS, LLC56,207$2.7B0.22%Share
21GUIDANCE CAPITAL, INC46,324$2.5B0.60%Share
22Sonoma Allocations LLC45,334$2.4B0.79%Share
23Belpointe Asset Management LLC48,880$2.4B0.09%Share
24GOLDMAN SACHS GROUP INC60,000$2.0B0.25%Share
25Rockefeller Capital Management L.P.43,524$2.0B3.60%Share
26Steward Partners Investment Advisory, LLC47,342$2.0B10.97%Share
27PACIFIC SUN FINANCIAL CORP40,524$2.0B0.95%Share
28Main Street Group, LTD39,533$1.9B0.66%Share
29PLANWISER FINANCIAL, LLC38,011$1.9B1.32%Share
30OPINICUS CAPITAL, INC.37,028$1.8B1.26%Share
31Vantage Financial Partners, LLC30,532$1.5B0.30%Share
32Edge Financial Advisors LLC28,770$1.4B0.59%Share
33Sigma Planning Corp28,344$1.4B0.04%Share
34Klingman & Associates, LLC28,269$1.4B0.07%Share
35Bowman & Co S.C.23,197$1.1B0.48%Share
36ADAPT WEALTH ADVISORS, LLC21,457$1.0B0.36%Share
37CITIZENS FINANCIAL GROUP INC/RI21,063$1.0B13.75%Share
38CATHY PARETO & ASSOCIATES, INC20,750$1.0B0.70%Share
39OSAIC HOLDINGS, INC.20,750$1.0B1.46%Share
40Western Wealth Management, LLC31,927$1.0B0.05%Share
41JPMORGAN CHASE & CO21,600$1.0B0.06%Share
42STIFEL FINANCIAL CORP36,811$1.0B0.90%Share
43Gladstone Institutional Advisory LLC31,423$1.0B0.04%Share
44SK Wealth Management, LLC17,617$917.0M0.26%Share
45Obermeyer Wealth Partners17,275$841.0M0.04%Share
46Geneos Wealth Management Inc.14,758$719.0M0.02%Share
47Sowell Financial Services LLC14,048$684.0M0.03%Share
48Copia Wealth Management12,966$631.0M0.45%Share
49Marshall Financial Group, LLC12,060$587.0M0.11%Share
50Stratos Wealth Partners, LTD.11,889$579.0M6.55%Share

RWJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025189$416.1B+79
Q3 2025110$510.4B-54
Q2 2025164$628.5B-24
Q1 2025188$822.9B+23
Q4 2024165$3.9T+40
Q3 2024125$150.4T+5
Q2 2024120$13.2T+2
Q1 2024118$10.0T—

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As of Q4 2025, 50 institutional investors hold RWJ (Invesco S&P SmallCap 600 Revenue ETF). The largest holder is Fusion Family Wealth, LLC with $72.0B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own RWJ?

As of Q4 2025, 50 institutional investors report holding RWJ (Invesco S&P SmallCap 600 Revenue ETF) in their 13F filings.

Who is the largest institutional holder of RWJ?

The largest institutional holder of RWJ is Fusion Family Wealth, LLC with $72.0B in shares.

Is institutional ownership of RWJ increasing or decreasing?

This quarter, 13 institutions opened new positions in RWJ and 0 closed their positions.