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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

180 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
28
Increased
74
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWS
1
Wellington Wealth Strategies
Indiana
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$87M
3
LPL Financial
3
LPL Financial
California
$133M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.24M
5
SFC
5
Swisher Financial Concepts
Ohio
$7.27M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.81M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.52M
4
AI
4
Atria Investments
North Carolina
$3.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$6.71M +$1.04M +21,549 +18%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$6.39M -$2.73M -59,710 -30%
CF
28
Cyr Financial
Illinois
$4.66M -$41.9K -916 -0.9%
HI
29
Harbour Investments
Wisconsin
$4.43M +$494K +10,817 +13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.24M +$3.45M +75,415 +435%
VR
31
Valued Retirements
Texas
$4.22M – – –
IA
32
IFP Advisors
Florida
$3.82M +$394K +8,622 +12%
AI
33
Atria Investments
North Carolina
$3.62M -$3.54M -77,451 -49%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.55M -$38K -832 -1%
FA
35
Fermata Advisors
California
$3.55M +$302K +6,607 +9%
MA
36
MONECO Advisors
Connecticut
$3.45M +$101K +2,219 +3%
TFS
37
Thoroughbred Financial Services
Tennessee
$3.18M +$129K +2,813 +4%
IA
38
IFG Advisory
Georgia
$3.01M +$48.4K +1,058 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.9M +$542K +11,852 +23%
KAS
40
Kestra Advisory Services
Texas
$2.88M +$2.74K +60 +0.1%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$2.81M -$5.21M -185,227 -65%
Goldman Sachs
42
Goldman Sachs
New York
$2.74M – – –
AAS
43
Avantax Advisory Services
Texas
$2.59M +$186K +4,068 +8%
SPIA
44
Steward Partners Investment Advisory
New York
$2.52M -$4.61M -100,923 -65%
JIR
45
James Investment Research
Ohio
$2.27M -$161K -3,526 -7%
LOIM
46
Liberty One Investment Management
Illinois
$2.27M +$23.6K +517 +1%
OP
47
ORG Partners
Indiana
$2.25M +$2.25M +49,288 New
P
48
&Partners
Tennessee
$2.23M +$2.23M +48,743 New
SWP
49
Stratos Wealth Partners
Ohio
$2.09M +$1.2M +26,345 +136%
GIA
50
Gladstone Institutional Advisory
Florida
$2.03M -$130K -2,841 -6%
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