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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

104 hedge funds and large institutions have $354M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
34
Reduced
30
Closed
17
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$108K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$13.8M
2
LPL Financial
2
LPL Financial
California
$29.8M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.67M
4
Bank of America
4
Bank of America
North Carolina
$21.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29.3M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$9.29M
3
EWP
3
Engrave Wealth Partners
Texas
$11.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$49.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.16M -$314K -8,049 -13%
HI
27
Harbour Investments
Wisconsin
$1.82M +$1.44M +37,080 +384%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.76M -$20.5K -525 -1%
BSW
29
Buckingham Strategic Wealth
Missouri
$1.65M -$9.94K -255 -0.6%
PSF
30
Pacific Sun Financial
California
$1.6M +$1.6M +41,085 New
SG
31
StoneX Group
New York
$1.59M +$311K +7,971 +24%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.43M +$479K +12,282 +50%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.42M +$205K +5,268 +17%
CAN
34
Cetera Advisor Networks
California
$1.36M +$68.8K +1,764 +5%
Ameriprise
35
Ameriprise
Minnesota
$1.3M +$493K +12,645 +61%
BA
36
Bridge Advisory
California
$1.24M +$262K +6,714 +27%
AI
37
Atria Investments
North Carolina
$1.21M +$1.21M +31,107 New
FAIM
38
Financial Advocates Investment Management
Washington
$1.2M +$44.3K +1,137 +4%
NFG
39
Nations Financial Group
Iowa
$1.15M – – –
KA
40
Klingman & Associates
New York
$1.14M – – –
KAS
41
Kestra Advisory Services
Texas
$1.12M +$687K +17,628 +159%
GIA
42
Gladstone Institutional Advisory
Florida
$1.06M +$793K +20,349 +300%
AFP
43
Ausdal Financial Partners
Iowa
$995K -$1.95M -49,959 -66%
AAS
44
Avantax Advisory Services
Texas
$981K +$44.2K +1,134 +5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$952K -$524K -13,446 -35%
SPIA
46
Steward Partners Investment Advisory
New York
$815K – – –
CA
47
Cetera Advisors
Colorado
$684K +$684K +17,562 New
US Bancorp
48
US Bancorp
Minnesota
$637K +$69.3K +1,779 +12%
PMG
49
ProVise Management Group
Florida
$628K -$106K -2,721 -14%
CPO
50
Cerity Partners OCIO
New York
$611K -$23K -591 -4%
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