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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $946M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
32
Increased
68
Reduced
49
Closed
9
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$366K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Ameriprise
2
Ameriprise
Minnesota
$61.1M
3
Wells Fargo
3
Wells Fargo
California
$27M
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$10.8M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
JIR
2
James Investment Research
Ohio
$2.35M
3
IGWM
3
ICA Group Wealth Management
Colorado
$277K
4
CPC
4
Consolidated Planning Corp
Georgia
$8.39M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$6.04M +$987K +23,821 +20%
SPIA
27
Steward Partners Investment Advisory
New York
$5.57M +$4.08M +98,564 +275%
Two Sigma Investments
28
Two Sigma Investments
New York
$4.67M +$1.48M +35,700 +46%
KAS
29
Kestra Advisory Services
Texas
$4.46M +$3.95M +95,293 +774%
AAS
30
Avantax Advisory Services
Texas
$4.19M +$391K +9,427 +10%
VC
31
Vicus Capital
Pennsylvania
$3.83M +$2.01M +48,475 +110%
SFC
32
Swisher Financial Concepts
Ohio
$3.6M +$3.6M +92,171 New
FA
33
Fermata Advisors
California
$3.58M -$91.9K -2,217 -3%
VR
34
Valued Retirements
Texas
$3.4M +$3.4M +82,047 New
MML Investors Services
35
MML Investors Services
Massachusetts
$3.28M +$223K +5,384 +7%
NA
36
NewEdge Advisors
Louisiana
$3.18M +$6.75K +165 +0.2%
GIA
37
Gladstone Institutional Advisory
Florida
$2.89M -$552K -13,319 -16%
IA
38
IFP Advisors
Florida
$2.74M -$224K -5,417 -8%
HI
39
Harbour Investments
Wisconsin
$2.68M -$1.21M -29,203 -31%
TAM
40
Titleist Asset Management
Texas
$2.66M +$153K +3,696 +6%
Goldman Sachs
41
Goldman Sachs
New York
$2.49M – – –
TFS
42
Thoroughbred Financial Services
Tennessee
$2.47M +$270K +6,528 +12%
AWA
43
Arete Wealth Advisors
Illinois
$2.46M +$593K +14,321 +32%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.41M -$97.1K -2,344 -4%
UWM
45
USAdvisors Wealth Management
Minnesota
$2.39M +$328K +7,922 +16%
IA
46
IFG Advisory
Georgia
$2.35M -$94.5K -2,282 -4%
JIR
47
James Investment Research
Ohio
$2.35M -$3.73M -90,152 -61%
SWP
48
Stratos Wealth Partners
Ohio
$2.23M -$114K -2,743 -5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.11M -$170K -4,115 -7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$2.08M +$1.96M +47,222 +1,611%
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