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Invesco S&P SmallCap 600 Revenue ETF

186 hedge funds and large institutions have $893M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $833M → $893M (+$60.1M)

2% more funds holding

Funds holding: 182186 (+4)

0.71% more ownership

Funds ownership: 54.91%55.62% (+0.71%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
73
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$5.39M +$234K +5,060 +5%
IA
27
IFP Advisors
Florida
$4.92M -$6.67K -144 -0.1%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$4.89M +$751K +16,204 +19%
SWM
29
SK Wealth Management
Rhode Island
$4.56M -$1.23M -26,475 -22%
PW
30
Potentia Wealth
California
$3.91M +$3.75M +80,853 New
Mariner
31
Mariner
Kansas
$3.62M -$76.8K -1,658 -2%
Goldman Sachs
32
Goldman Sachs
New York
$3.42M +$498K +10,745 +18%
MA
33
MONECO Advisors
Connecticut
$3.31M -$362K -7,811 -10%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.79M -$760K -16,407 -22%
VR
35
Valued Retirements
Texas
$2.71M
CA
36
CoreCap Advisors
Michigan
$2.51M +$218K +4,703 +10%
SPIA
37
Steward Partners Investment Advisory
New York
$2.48M -$54.4K -1,174 -2%
MSG
38
Main Street Group
Virginia
$2.34M +$92.9K +2,006 +4%
LOIM
39
Liberty One Investment Management
Illinois
$2.32M -$66.3K -1,431 -3%
SA
40
Sonoma Allocations
California
$2.2M +$2.14M +46,153 New
JIR
41
James Investment Research
Ohio
$2.12M -$49.3K -1,065 -2%
SA
42
Sanctuary Advisors
Indiana
$2.09M -$2.04M -43,990 -50%
PSF
43
Pacific Sun Financial
California
$1.96M +$18.2K +393 +1%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.92M +$241K +5,210 +15%
BAM
45
Belpointe Asset Management
Nevada
$1.88M +$515K +11,113 +40%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.81M +$76.1K +1,643 +5%
OC
47
Opinicus Capital
Florida
$1.79M -$54K -1,165 -3%
NA
48
NewEdge Advisors
Louisiana
$1.74M -$119K -2,561 -7%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$80.4K +1,736 +5%
AWA
50
Adapt Wealth Advisors
Georgia
$1.68M +$1.61M +34,709 New