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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

101 hedge funds and large institutions have $359M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
35
Reduced
22
Closed
8
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$97K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.6M
2
EWP
2
Engrave Wealth Partners
Texas
$15.9M
3
PS
3
Portfolio Strategies
New York
$13.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.4M
5
NEIRG
5
New England Investment & Retirement Group
Massachusetts
$9.37M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.52M
2
FFW
2
Fusion Family Wealth
New York
$41.8M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
VR
4
Viridian RIA
Washington
$1.05M
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
26
Fulcrum Equity Management
Texas
$2.98M +$1.65M +41,199 +125%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.55M +$172K +4,287 +7%
SWM
28
Spire Wealth Management
Virginia
$2.46M +$2.46M +61,275 New
LFAS
29
Level Four Advisory Services
Texas
$2.14M +$2.14M +53,325 New
VA
30
Valmark Advisers
Ohio
$2.08M +$2.08M +51,783 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.83M +$104K +2,592 +6%
BSW
32
Buckingham Strategic Wealth
Missouri
$1.71M -$234K -5,823 -12%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.52M -$3.75M -93,474 -71%
BCM
34
Breiter Capital Management
Florida
$1.36M +$1.36M +33,954 New
CAN
35
Cetera Advisor Networks
California
$1.33M +$73.5K +1,830 +6%
SG
36
StoneX Group
New York
$1.32M +$352K +8,769 +37%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.25M +$882K +21,978 +242%
FAIM
38
Financial Advocates Investment Management
Washington
$1.19M +$30.8K +768 +3%
NFG
39
Nations Financial Group
Iowa
$1.18M – – –
KA
40
Klingman & Associates
New York
$1.17M -$10.8K -270 -0.9%
VR
41
Viridian RIA
Washington
$1.05M -$1.02M – –
BA
42
Bridge Advisory
California
$1.01M +$759K +18,918 +301%
MML Investors Services
43
MML Investors Services
Massachusetts
$977K +$696K +17,328 +247%
AAS
44
Avantax Advisory Services
Texas
$967K -$69.1K -1,716 -7%
PFA
45
Paradigm Financial Advisors
Missouri
$841K -$156K -3,882 -16%
SPIA
46
Steward Partners Investment Advisory
New York
$840K -$18.8K -468 -2%
Ameriprise
47
Ameriprise
Minnesota
$832K +$534K +13,311 +179%
PMG
48
ProVise Management Group
Florida
$757K +$757K +18,843 New
SIA
49
SkyView Investment Advisors
New Jersey
$746K – – –
CF
50
Centaurus Financial
California
$675K -$26K -648 -4%
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