INVESCO S&P SMALLCAP 600 (RWJ) Institutional Ownership and Insiders Activity
INVESCO S&P SMALLCAP 600 (RWJ) is widely held by institutional investors, with 199 firms reporting positions valued at approximately $1.12B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $173.70M in RWJ holdings in its latest filing.
Institutional Holders
199
Total Reported Value
$1.12B
Largest Holder
Lpl Financial Llc
Largest Position
$173.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
23
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$173.70M
- Morgan Stanley$165.79M
- Bank Of America Corp$88.33M
- Fusion Family Wealth, Llc$87.57M
- Ubs Group Ag$49.40M
RWJ News
All news- Robert Wood Johnson Foundation Portfolio: Near Monoline Concentration in BLUE OWL Capital
Jul 30, 2026 · valut.ai