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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

178 hedge funds and large institutions have $817M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
68
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$35M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.5M
3
Bank of America
3
Bank of America
North Carolina
$51.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.69M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$77.7M
2
Raymond James Financial
2
Raymond James Financial
Florida
$28M
3
LPL Financial
3
LPL Financial
California
$117M
4
Wells Fargo
4
Wells Fargo
California
$19.4M
5
PAG
5
Private Advisor Group
New Jersey
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
51
Fortis Capital Management
Washington
$1.52M 35,047 -3,369 -9%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.5M 34,605 -1,192 -3%
KAS
53
Kestra Advisory Services
Texas
$1.48M 34,195 -4,875 -12%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.48M 34,148 -453 -1%
PCIA
55
Prime Capital Investment Advisors
Kansas
$1.47M 33,887 +379 +1%
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M 33,391 +3,204 +11%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M 33,049 +3,446 +12%
WWM
58
Western Wealth Management
Colorado
$1.35M 31,289 +486 +2%
AFP
59
Ausdal Financial Partners
Iowa
$1.34M 30,891 +1,307 +4%
GIA
60
Gladstone Institutional Advisory
Florida
$1.34M 30,875 +2,116 +7%
GC
61
Guidance Capital
Kentucky
$1.29M 29,989 +2,166 +8%
SPC
62
Sigma Planning Corp
Michigan
$1.28M 29,601 -3,173 -10%
LFA
63
Legacy Financial Advisors
Kentucky
$1.26M 29,217 +2,024 +7%
Creative Planning
64
Creative Planning
Kansas
$1.26M 29,181 -1,221 -4%
EFA
65
Edge Financial Advisors
Illinois
$1.25M 28,648 +2,619 +10%
KA
66
Klingman & Associates
New York
$1.24M 28,569 – –
TFS
67
Thoroughbred Financial Services
Tennessee
$1.22M 28,280 -35,366 -56%
BAM
68
Belpointe Asset Management
Nevada
$1.21M 27,895 +6,951 +33%
NA
69
Nottingham Advisors
New York
$1.15M 26,680 – –
GVAG
70
Great Valley Advisor Group
Delaware
$1.11M 25,526 -2,411 -9%
HF
71
HRT Financial
New York
$1.06M 24,567 +24,567 New
US Bancorp
72
US Bancorp
Minnesota
$1.05M 24,306 -17,160 -41%
OBWG
73
Onyx Bridge Wealth Group
New York
$1.05M 24,150 -11,355 -32%
CIG
74
CHB Investment Group
Pennsylvania
$1.04M 23,982 -220 -0.9%
BC
75
Bowman & Company
Wisconsin
$1M 23,173 +11 +0%
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