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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
21
Increased
57
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$60M
2
Wells Fargo
2
Wells Fargo
California
$21.7M
3
Mariner
3
Mariner
Kansas
$8.86M
4
CAN
4
Cetera Advisor Networks
California
$7.86M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.4M

Top Sellers

1
CPC
1
Consolidated Planning Corp
Georgia
$1.01M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.7M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SPC
4
Sigma Planning Corp
Michigan
$2.54M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.17M 10,751 -3,050 -22%
BC
52
Bowman & Company
Wisconsin
$1.16M 10,650 +5 +0%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.15M 10,592 +171 +2%
AFP
54
Ausdal Financial Partners
Iowa
$1.14M 10,480 +17 +0.2%
GVAG
55
Great Valley Advisor Group
Delaware
$1.1M 10,139 +6,500 +179%
Truist Financial
56
Truist Financial
North Carolina
$1.08M 9,984 +288 +3%
KA
57
Klingman & Associates
New York
$1.05M 9,703 – –
CPC
58
Consolidated Planning Corp
Georgia
$1.01M 9,303 -31,651 -77%
NFG
59
Nations Financial Group
Iowa
$1.01M 9,301 -10 -0.1%
SMC
60
Smith, Moore & Co
Missouri
$795K 7,324 – –
SPIA
61
Steward Partners Investment Advisory
New York
$753K 6,937 +200 +3%
DWM
62
Denver Wealth Management
Colorado
$748K 6,896 -1,586 -19%
BWP
63
Balboa Wealth Partners
Arizona
$633K 5,837 +5,837 New
PMG
64
ProVise Management Group
Florida
$623K 5,744 +383 +7%
CA
65
CoreCap Advisors
Michigan
$603K 5,556 +942 +20%
RA
66
RFG Advisory
Alabama
$595K 4,706 +4,706 New
US Bancorp
67
US Bancorp
Minnesota
$582K 5,364 +180 +3%
CA
68
Claro Advisors
Massachusetts
$566K 5,212 +22 +0.4%
WWM
69
Western Wealth Management
Colorado
$562K 5,174 +3,024 +141%
VAS
70
Vestmark Advisory Solutions
Massachusetts
$558K 5,145 -258 -5%
PTC
71
Private Trust Company
Ohio
$535K 4,934 – –
PWA
72
PCG Wealth Advisors
Kansas
$520K 4,794 -3,834 -44%
MFGM
73
Marshall Financial Group (Maryland)
Maryland
$518K 4,772 -368 -7%
DAS
74
Dynamic Advisor Solutions
Arizona
$512K 4,713 -5,380 -53%
BAM
75
Belpointe Asset Management
Nevada
$509K 4,694 +977 +26%
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