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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

143 hedge funds and large institutions have $693M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
59
Reduced
43
Closed
16
Calls
–
Puts
$1.75M
Net Calls
-$1.75M
Net Calls Change
-$1.5M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$101M
2
CPC
2
Consolidated Planning Corp
Georgia
$11.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.5M
4
GW
4
GW & Wade
Massachusetts
$4.98M
5
WAM
5
WFA Asset Management
Wisconsin
$9.96M

Top Sellers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$980K
2
Ameriprise
2
Ameriprise
Minnesota
$36.9M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.33M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$4.57M +$1.34M +35,442 +41%
DWP
27
Destiny Wealth Partners
Florida
$3.96M +$2.69M +204,534 +212%
GIA
28
Gladstone Institutional Advisory
Florida
$3.71M -$288K -7,623 -7%
IGWM
29
ICA Group Wealth Management
Colorado
$3.3M +$161K +4,248 +5%
AI
30
Atria Investments
North Carolina
$3.12M +$116K +3,063 +4%
AAS
31
Avantax Advisory Services
Texas
$3.03M +$488K +12,900 +19%
OFS
32
OneAscent Financial Services
Alabama
$3.02M +$39.9K +1,056 +1%
NA
33
NewEdge Advisors
Louisiana
$2.9M -$127K -3,357 -4%
IA
34
IFP Advisors
Florida
$2.53M +$768K +20,319 +44%
SPC
35
Sigma Planning Corp
Michigan
$2.49M -$421K -11,124 -14%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.49M +$943K +24,957 +61%
MTWM
37
Masso Torrence Wealth Management
New Jersey
$2.35M -$367K -9,699 -13%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.29M +$2.29M +60,600 New
IA
39
IFG Advisory
Georgia
$2.25M -$108K -2,844 -5%
TAM
40
Titleist Asset Management
Texas
$2.25M +$1.85M +48,864 +462%
SWP
41
Stratos Wealth Partners
Ohio
$2.15M +$69.1K +1,827 +3%
PAS
42
Park Avenue Securities
New York
$1.97M +$1.97M +52,209 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.97M -$429K -11,343 -18%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$1.81M -$178K -4,713 -9%
UWM
45
USAdvisors Wealth Management
Minnesota
$1.76M +$1.76M +46,020 New
VC
46
Vicus Capital
Pennsylvania
$1.65M +$57.4K +1,518 +4%
PSF
47
Pacific Sun Financial
California
$1.54M +$1.54M +41,289 New
FAIM
48
Financial Advocates Investment Management
Washington
$1.51M -$17.4K -459 -1%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$1.42M -$313K -8,286 -18%
BA
50
Bridge Advisory
California
$1.4M -$13.5K -357 -1%
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