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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $883M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

1% less capital invested

Capital invested by funds: $893M → $883M (-$9.99M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$5.95M +$989K +20,465 +20%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.88M +$195K +4,034 +3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$5.82M -$916K -18,967 -14%
IA
29
IFP Advisors
Florida
$5.01M +$50K +1,036 +1%
Mariner
30
Mariner
Kansas
$3.67M +$21.5K +445 +0.6%
OWG
31
Oxford Wealth Group
Florida
$3.44M +$3.41M +70,577 New
MML Investors Services
32
MML Investors Services
Massachusetts
$3.05M +$235K +4,861 +8%
Goldman Sachs
33
Goldman Sachs
New York
$2.92M -$519K -10,747 -15%
VR
34
Valued Retirements
Texas
$2.87M -$176K -3,634 -6%
CA
35
CoreCap Advisors
Michigan
$2.86M +$326K +6,745 +13%
PW
36
Potentia Wealth
California
$2.75M -$1.18M -24,353 -30%
MA
37
MONECO Advisors
Connecticut
$2.74M -$591K -12,228 -18%
GC
38
Guidance Capital
Kentucky
$2.47M +$692K +14,320 +45%
SA
39
Sonoma Allocations
California
$2.39M -$39.6K -819 -2%
BAM
40
Belpointe Asset Management
Nevada
$2.38M +$477K +9,872 +25%
SPIA
41
Steward Partners Investment Advisory
New York
$2.31M -$193K -3,986 -8%
FCM
42
Fortis Capital Management
Washington
$2.25M +$588K +12,178 +36%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.12M +$291K +6,028 +16%
SA
44
Sanctuary Advisors
Indiana
$2.09M -$16.9K -349 -0.8%
NA
45
NewEdge Advisors
Louisiana
$2.05M +$294K +6,096 +17%
JIR
46
James Investment Research
Ohio
$2.02M -$122K -2,526 -6%
PSF
47
Pacific Sun Financial
California
$1.97M -$1.59K -33 -0.1%
MSG
48
Main Street Group
Virginia
$1.93M -$434K -8,976 -19%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.86M -$75.2K -1,556 -4%
PWA
50
Perspective Wealth Advisors
Colorado
$1.85M +$1.84M +38,011 New