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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
26
Destiny Wealth Partners
Florida
$3.61M -$51.4K -1,374 -1%
Jane Street
27
Jane Street
New York
$3.21M +$3.21M +85,983 New
HI
28
Harbour Investments
Wisconsin
$3.2M +$395K +10,575 +14%
IGWM
29
ICA Group Wealth Management
Colorado
$3.11M +$347K +9,294 +13%
Goldman Sachs
30
Goldman Sachs
New York
$2.99M – – –
AI
31
Atria Investments
North Carolina
$2.97M +$7.85K +210 +0.3%
OFS
32
OneAscent Financial Services
Alabama
$2.94M +$1.56M +41,835 +113%
SPC
33
Sigma Planning Corp
Michigan
$2.88M +$250K +6,681 +9%
NA
34
NewEdge Advisors
Louisiana
$2.87M +$304K +8,484 +12%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.8M -$1.17M -31,176 -29%
MTWM
36
Masso Torrence Wealth Management
New Jersey
$2.69M -$676K -18,090 -20%
PAG
37
Private Advisory Group
Washington
$2.54M +$2.54M +68,004 New
AAS
38
Avantax Advisory Services
Texas
$2.52M +$348K +9,321 +16%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.37M -$1.76M -47,145 -43%
IA
40
IFG Advisory
Georgia
$2.34M +$29.7K +795 +1%
SWP
41
Stratos Wealth Partners
Ohio
$2.06M +$208K +5,562 +11%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.96M -$244K -6,537 -11%
SPIA
43
Steward Partners Investment Advisory
New York
$1.78M +$998K +26,706 +128%
FEM
44
Fulcrum Equity Management
Texas
$1.76M -$191K -5,118 -10%
KTC
45
Kistler-Tiffany Companies
Pennsylvania
$1.71M -$75.5K -2,019 -4%
VC
46
Vicus Capital
Pennsylvania
$1.57M -$137K -3,672 -8%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.53M +$191K +5,109 +14%
FAIM
48
Financial Advocates Investment Management
Washington
$1.51M +$79.6K +2,130 +6%
FA
49
Fermata Advisors
California
$1.49M -$7.58M -202,728 -84%
BA
50
Bridge Advisory
California
$1.4M -$153K -4,101 -10%
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