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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

87 hedge funds and large institutions have $225M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
23
Reduced
19
Closed
7
Calls
$216K
Puts
–
Net Calls
+$216K
Net Calls Change
+$216K

Top Buyers

1
FHC
1
First Heartland Consultants
Missouri
$7.63M
2
LPL Financial
2
LPL Financial
California
$17.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.99M
4
SPC
4
Sigma Planning Corp
Michigan
$3.57M
5
Morgan Stanley
5
Morgan Stanley
New York
$34.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.63M
3
Ameriprise
3
Ameriprise
Minnesota
$281K
4
PAG
4
Private Advisor Group
New Jersey
$3M
5
CPC
5
Consolidated Planning Corp
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$338K -$3.19K -84 -0.9%
PFC
52
Phocas Financial Corp
California
$330K +$330K +8,694 New
SAM
53
S.A. Mason
Michigan
$329K – – –
Bessemer Group
54
Bessemer Group
New Jersey
$328K +$328K +8,637 New
SWP
55
Summit Wealth Partners
Florida
$308K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$294K +$456 +12 +0.2%
Ameriprise
57
Ameriprise
Minnesota
$281K -$3.69M -97,563 -93%
MML Investors Services
58
MML Investors Services
Massachusetts
$266K +$266K +7,008 New
BA
59
Bridge Advisory
California
$239K +$239K +6,294 New
SI
60
Stephens Inc
Arkansas
$237K +$237K +6,249 New
TF
61
Tompkins Financial
New York
$214K -$70K -1,842 -25%
GIA
62
Gladstone Institutional Advisory
Florida
$212K +$212K +5,577 New
HI
63
Harbour Investments
Wisconsin
$184K +$184K +4,854 New
HI
64
Hudock Inc
Pennsylvania
$131K +$226 +6 +0.2%
PFA
65
Professional Financial Advisors
Nebraska
$126K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$108K +$12.4K +324 +13%
BWP
67
Baldwin Wealth Partners
Massachusetts
$82K – – –
BAMG
68
Brand Asset Management Group
Missouri
$63K +$63K +1,659 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$62K -$46K -1,221 -43%
KTC
70
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$51K – – –
IA
72
IFP Advisors
Florida
$50K +$26.7K +705 +115%
HPC
73
HM Payson & Co
Maine
$48K – – –
EVM
74
Eaton Vance Management
Massachusetts
$42K +$42K +1,119 New
CFGS
75
Concourse Financial Group Securities
Alabama
$41K – – –
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3
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