We are live on ! Find out more
RWJ icon

Invesco S&P SmallCap 600 Revenue ETF

193 hedge funds and large institutions have $931M invested in Invesco S&P SmallCap 600 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 49

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $883M → $931M (+$47.9M)

1% more funds holding

Funds holding: 192193 (+1)

0.04% more ownership

Funds ownership: 56.71%56.74% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
80
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$6.6M +$1.45M +27,989 +27%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.42M +$333K +6,442 +5%
OWG
28
Oxford Wealth Group
Florida
$6.1M +$2.6M +50,238 +71%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.81M -$232K -4,497 -4%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$3.79M +$2M +38,696 +106%
Mariner
31
Mariner
Kansas
$3.7M -$101K -1,951 -3%
CA
32
CoreCap Advisors
Michigan
$3.06M +$96.8K +1,873 +3%
Goldman Sachs
33
Goldman Sachs
New York
$3.03M
GC
34
Guidance Capital
Kentucky
$3.01M +$386K +7,470 +16%
VR
35
Valued Retirements
Texas
$2.94M -$36.4K -704 -1%
PW
36
Potentia Wealth
California
$2.9M +$44.7K +864 +2%
Stifel Financial
37
Stifel Financial
Missouri
$2.78M +$927K +17,924 +48%
FCM
38
Fortis Capital Management
Washington
$2.74M +$412K +7,961 +17%
BAM
39
Belpointe Asset Management
Nevada
$2.69M +$229K +4,431 +9%
MA
40
MONECO Advisors
Connecticut
$2.57M -$271K -5,241 -9%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.52M -$649K -12,559 -20%
SPIA
42
Steward Partners Investment Advisory
New York
$2.44M +$50.4K +975 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.27M +$77.5K +1,500 +3%
NA
44
NewEdge Advisors
Louisiana
$2.23M +$103K +2,000 +5%
SA
45
Sanctuary Advisors
Indiana
$2.22M +$54.7K +1,058 +2%
PSF
46
Pacific Sun Financial
California
$2.1M +$57.1K +1,104 +3%
Cerity Partners
47
Cerity Partners
New York
$2.08M +$1.08M +20,964 +104%
JIR
48
James Investment Research
Ohio
$2.07M -$22K -426 -1%
PWA
49
Perspective Wealth Advisors
Colorado
$2.05M +$130K +2,523 +7%
JP Morgan Chase
50
JP Morgan Chase
New York
$1.97M +$87.1K +1,685 +4%