Ficha del valor
RWJ
Invesco S&P SmallCap 600 Revenue ETF · Financial Services · Asset Management - Global
42Tenedores rastreados
+4Δ titulares
13.10MAcciones mantenidas
$779.73MValor declarado
+4Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +10.5% ·
flujo de acciones +6.1% ·
nuevas posiciones netas +7.1%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | +4 | 13.10M | $779.73M | +4 | −1 |
| Q1 2026 | 40 | 0 | 12.36M | $623.69M | +2 | −2 |
| Q4 2025 | 40 | 0 | 11.96M | $583.32M | +1 | −1 |
| Q3 2025 | 6 | +1 | 2.27M | $109.74M | +1 | — |
| Q2 2025 | 2 | -3 | 109.79K | $4.75M | — | −3 |
| Q1 2025 | 4 | +1 | 205.31K | $8.36M | +1 | — |
| Q4 2024 | 3 | +1 | 20.41K | $933,870 | +1 | — |
| Q3 2024 | 2 | -2 | 44.23K | $2.02M | — | −2 |
| Q2 2024 | 4 | — | 100.63K | $4.03M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.92M | -2.3% | $173.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.79M | +21.4% | $165.79M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 1.48M | +10.8% | $88.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 830.18K | +5.8% | $49.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 803.94K | -0.2% | $47.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 777.58K | +2.1% | $46.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 608.26K | +9.2% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Focus Partners Wealth | 572.10K | +2.9% | $34.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 423.31K | +6.5% | $25.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 415.42K | -4.7% | $24.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 244.27K | -2.1% | $14.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 176.88K | +11.9% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 149.27K | +11.7% | $8.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 145.18K | +4.9% | $8.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Cetera Investment Advisers | 138.12K | +3.8% | $8.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 124.88K | -1.8% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 68.32K | +36.7% | $4.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 60.00K | 0.0% | $3.57M | 0.0% | Held | 4 | SEC ↗ |
| 19 | Stifel Financial Corp | 45.57K | -17.3% | $2.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 44.58K | -1.0% | $2.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 42.01K | +5.2% | $2.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 22 | Cerity Partners LLC | 38.98K | -5.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Creative Planning | 31.36K | +2.0% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 29.51K | Nuevo | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 23.00K | Nuevo | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 22.72K | +54.8% | $1.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Truist Financial Corp | 20.28K | -0.1% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Brown Advisory Inc | 13.84K | -0.7% | $823,383 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 11.54K | +2.2% | $686,440 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 8.73K | Nuevo | $519,197 | 0.0% | New | 1 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 8.31K | Nuevo | $494,710 | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 8.01K | 0.0% | $476,327 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 6.83K | 0.0% | $406,475 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 6.66K | -0.1% | $396,057 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Mariner, LLC | 4.30K | -94.1% | $255,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 3.61K | +7.7% | $214,541 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Us Bancorp \De\ | 2.89K | +2.9% | $172,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.12K | -7.9% | $66,938 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 751 | +2.9% | $44,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 552 | -41.8% | $32,844 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 176 | 0.0% | $10,472 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Citigroup Inc | 1 | -99.5% | $60 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Citadel Advisors | $1.76M | 0.0% |
| Two Sigma Investments | $1.37M | 0.0% |
| Susquehanna International… | $519,197 | 0.0% |
| Quantinno Capital Management… | $494,710 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $462,851 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 190 tenedores, 18.33M acciones, $913.79M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
Obtener esto a través de la API