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RWJ · Invesco S&P SmallCap 600 Revenue ETF ETF

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$61.35 +0.40 (+0.66%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $33,102,170
Total Shares: 556,339

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 3 13F filers · Δ vs Dec 31, 2025
Top Holder
91.3%
Mar 2020 → Jun 2026 · range 12.2% – 100.0%
−8.7 pts
Top 5
100.0%
Mar 2020 → Jun 2026 · range 45.2% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 65.5% – 100.0%
0.0 pts
HHI
8,381
Mar 2020 → Jun 2026 · range 560 – 10,000
Highly concentrated−1,619

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count: +2
Institutional value: +1659.3%
Shares held: +1340.5%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
CARLSON FINANCIAL, INC. −19,920 18,700

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Wellington Grp LLC 508,130 $30,233,735
CITADEL ADVISORS LLC 29,509 $1,755,785

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 1 Sold out 0 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Wellington Grp LLC RWJ $30,233,735 91.33% 508,130
CITADEL ADVISORS LLC RWJ $1,755,785 5.30% 29,509
CARLSON FINANCIAL, INC. RWJ $1,112,650 3.36% 18,700