INVESCO S&P SMALLCAP 600 (RWJ) Institutional Ownership Changes & 13F Activity

INVESCO S&P SMALLCAP 600 (RWJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wellington Grp Llc, Bank Of America Corp, Osaic Holdings, Inc., and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,147+32.5%8,757$521.04KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+29,50929,509$1.76MQ2 2026Sep 02, 2026
Wellington Grp LlcBuy+508,130508,130$30.23MQ2 2026Aug 26, 2026
Kingsview Wealth Management, LlcBuy+4,6744,674$278.09KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-9-0.1%6,656$396.06KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-63-0.9%7,252$431.51KQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-12-0.1%12,886$766.72KQ2 2026Aug 18, 2026
Strive Financial Group ,LlcSell-4,253-11.1%34,209$2.04MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+880+8.3%11,543$686.83KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+803,936803,936$47.83MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+144,974+10.8%1,484,573$88.33MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+51,030+9.2%608,257$36.20MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+23,00023,000$1.37MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-20,463-4.7%415,422$24.72MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+18,839+11.9%176,877$10.60MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+15,935+2.1%777,580$46.27MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+14,541+3.4%438,051$26.06MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+9,240+120.0%16,937$1.01MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+8,7268,726$519.20KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+8,3958,395$499.50KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+8,1158,115$482.84KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+8,042+54.8%22,723$1.35MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,828+4.9%145,182$8.64MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+6,716+61054.5%6,727$400.24KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+6,5666,566$390.68KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+5,614+29.2%24,861$1.48MQ2 2026Aug 14, 2026
&PartnersBuy+2,463+1.9%135,350$8.05MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-2,213-5.4%38,982$2.32MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,899+5.3%37,543$2.23MQ2 2026Aug 14, 2026
Perspective Wealth Advisors LlcSell-1,185-2.9%39,349$2.34MQ2 2026Aug 14, 2026
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Frequently asked questions about RWJ activity

  • Which institutional owners are buying RWJ?

    Institutional owners buying RWJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RWJ activity?

    "Buy" means an investor increased their reported position in RWJ compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SMALLCAP 600 (RWJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RWJ increasing?

    Institutional interest in RWJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.