Invesco S&P SmallCap 600 Revenue ETF
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
57% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 46
33% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 8 (+2) [Q3]
6% more capital invested
Capital invested by funds: $877M [Q2] → $928M (+$51.2M) [Q3]
5% more funds holding
Funds holding: 169 [Q2] → 178 (+9) [Q3]
5.07% less ownership
Funds ownership: 61.45% [Q2] → 56.38% (-5.07%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for RWJ.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco S&P SmallCap 600 Revenue ETF (RWJ), a passively managed exchange traded fund launched on 02/22/2008.
Negative
Seeking Alpha
4 weeks ago
RWJ: A Revenue-Weighted ETF Offering Low Valuations With A Strong Track Record
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) outperforms peers by weighting stocks based on revenue, while offering lower valuations. RWJ's sector allocation is distinct, with overweight positions in consumer discretionary and industrials, contributing to its strong capital gains and elevated growth profile. Despite high volatility, RWJ's Sharpe ratio is the highest among peers, indicating strong adjusted returns.
Positive
Seeking Alpha
1 month ago
RWJ: Simple And Effective Small-Cap Strategy
Invesco S&P SmallCap 600 Revenue ETF holds S&P 600 stocks weighted based on 12-month revenues. The RWJ ETF is well-diversified, with a focus on consumer discretionary, and combines good valuation and growth metrics. RWJ has outperformed its parent index, S&P 600, since 2008, and numerous competitors over the last 5 years.
Neutral
Zacks Investment Research
2 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the Invesco S&P SmallCap 600 Revenue ETF (RWJ), a passively managed exchange traded fund launched on 02/22/2008.
Neutral
Zacks Investment Research
4 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Launched on 02/22/2008, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Blend segment of the US equity market.
Negative
Seeking Alpha
5 months ago
RWJ: Revenue-Weighted Small Caps Offer A Strong IRR Potential Of Over 12%
Invesco S&P SmallCap 600 Revenue ETF invests in the S&P SmallCap 600 Revenue-Weighted index, with $1.57 billion in assets and 598 holdings. RWJ portfolio is well-diversified, with top sectors in consumer cyclical, industrial, financial services, and technology. Valuation indicates potential for over 12% IRR, but high beta and economic risks may lead to relative underperformance compared to mega-cap stocks in an ill-timed scenario.
Neutral
Zacks Investment Research
6 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap 600 Revenue ETF (RWJ) is a passively managed exchange traded fund launched on 02/22/2008.
Neutral
Zacks Investment Research
8 months ago
Should Invesco S&P SmallCap 600 Revenue ETF (RWJ) Be on Your Investing Radar?
The Invesco S&P SmallCap 600 Revenue ETF (RWJ) was launched on 02/22/2008, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market.
Positive
Seeking Alpha
8 months ago
RWJ: Beating Other Small-Cap Value ETFs For 4 Years
Invesco S&P SmallCap 600 Revenue ETF weights S&P 600 stocks based on 12-month revenues. The RWJ ETF portfolio is heavy in consumer discretionary, but it is well-diversified across holdings. It is cheaper than the S&P 600 regarding valuation ratios, but growth and quality metrics are average.
Negative
Seeking Alpha
8 months ago
RWJ: Undervalued SMID Mix With A Quality Issue, Caution Is Warranted
RWJ has a passive strategy that puts emphasis on small-caps with meaningful revenues. Investors have a few reasons to consider RWJ, major among them being its appealing valuation, but all of them are insufficient when the quality question is raised. The problem is its too small allocation to stocks with a B- Quant Profitability grade, weak ROA, and large exposure to overleveraged companies.
Charts implemented using Lightweight Charts™