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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

178 hedge funds and large institutions have $817M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
68
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$35M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.5M
3
Bank of America
3
Bank of America
North Carolina
$51.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.69M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$77.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28M
3
LPL Financial
3
LPL Financial
California
$117M
4
Wells Fargo
4
Wells Fargo
California
$19.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$117M 2,706,243 -458,630 -14%
Morgan Stanley
2
Morgan Stanley
New York
$89M 2,054,911 +14,616 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$77.7M 1,792,940 -919,884 -34%
FFW
4
Fusion Family Wealth
New York
$62.5M 1,444,721 +19,447 +1%
Bank of America
5
Bank of America
North Carolina
$51.5M 1,190,231 +62,371 +6%
UBS Group
6
UBS Group
Switzerland
$35M 809,267 +274,431 +51%
Raymond James Financial
7
Raymond James Financial
Florida
$28M 646,992 -888,717 -58%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$27.4M 633,845 +4,550 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.4M 511,091 -79,486 -13%
Wells Fargo
10
Wells Fargo
California
$19.4M 448,260 -161,085 -26%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$18.2M 419,499 +25,391 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.2M 396,365 +46,261 +13%
MCM
13
MAI Capital Management
Ohio
$17M 392,822 +16,833 +4%
CPC
14
Consolidated Planning Corp
Georgia
$13.5M 312,598 -11,699 -4%
AA
15
Ancora Advisors
Ohio
$12.5M 288,126 -24,913 -8%
PAG
16
Private Advisor Group
New Jersey
$12.4M 285,829 -146,620 -34%
WAM
17
WFA Asset Management
Wisconsin
$10.3M 256,564 -59,103 -19%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.4M 207,340 +20,606 +11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.99M 184,564 +7,531 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.69M 177,673 +54,767 +45%
FIA
21
Foundations Investment Advisors
Arizona
$7.28M 168,224 +15,687 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.67M 131,049 -11,322 -8%
SWM
23
SK Wealth Management
Rhode Island
$5.51M 121,756 -35,154 -22%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.37M 123,935 -46,888 -27%
P
25
&Partners
Tennessee
$5.27M 121,751 -6,103 -5%
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