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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

121 hedge funds and large institutions have $395M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
50
Reduced
26
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$175K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.5M
2
LPL Financial
2
LPL Financial
California
$35.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.31M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$4.33M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
PCM
3
Piedmont Capital Management
Montana
$0
4
FFW
4
Fusion Family Wealth
New York
$41M
5
Truist Financial
5
Truist Financial
North Carolina
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
26
Fulcrum Equity Management
Texas
$2.78M -$235K -5,721 -8%
FTUS
27
Flow Traders U.S.
New York
$2.76M +$2.35M +57,192 +564%
MTWM
28
Masso Torrence Wealth Management
New Jersey
$2.28M +$2.28M +55,530 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.1M +$1.09M +26,670 +109%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.85M +$3.45K +84 +0.2%
Stifel Financial
31
Stifel Financial
Missouri
$1.82M +$1.49M +36,321 +452%
PSF
32
Pacific Sun Financial
California
$1.71M +$19.7K +480 +1%
CAN
33
Cetera Advisor Networks
California
$1.64M +$200K +4,863 +14%
HI
34
Harbour Investments
Wisconsin
$1.63M -$291K -7,077 -15%
AI
35
Atria Investments
North Carolina
$1.6M +$321K +7,812 +25%
BSW
36
Buckingham Strategic Wealth
Missouri
$1.59M -$152K -3,693 -9%
GIA
37
Gladstone Institutional Advisory
Florida
$1.47M +$353K +8,592 +32%
FAIM
38
Financial Advocates Investment Management
Washington
$1.4M +$172K +4,305 +14%
BA
39
Bridge Advisory
California
$1.4M +$85.7K +2,088 +7%
BC
40
Bowman & Company
Wisconsin
$1.31M +$1.31M +31,917 New
MML Investors Services
41
MML Investors Services
Massachusetts
$1.27M -$229K -5,574 -15%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.25M +$1.25M +30,540 New
AFP
43
Ausdal Financial Partners
Iowa
$1.23M +$181K +4,413 +17%
TRCT
44
Tower Research Capital (TRC)
New York
$1.22M +$1.22M +29,685 New
KA
45
Klingman & Associates
New York
$1.2M – – –
NFG
46
Nations Financial Group
Iowa
$1.17M -$43.6K -1,062 -4%
AAS
47
Avantax Advisory Services
Texas
$1.06M +$27K +657 +3%
VR
48
Viridian RIA
Washington
$979K +$979K +23,844 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$879K +$342K +8,328 +64%
SPIA
50
Steward Partners Investment Advisory
New York
$858K – – –
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