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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$1.3M – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.28M +$89.2K +2,385 +8%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.25M +$8.74K +234 +0.7%
AFP
54
Ausdal Financial Partners
Iowa
$1.24M +$59.8K +1,599 +5%
GVAG
55
Great Valley Advisor Group
Delaware
$1.21M +$76.7K +2,052 +7%
BC
56
Bowman & Company
Wisconsin
$1.15M -$40.7K -1,089 -3%
KA
57
Klingman & Associates
New York
$1.09M – – –
LCGC
58
Legacy Capital Group California
California
$1.06M +$1.06M +28,473 New
GW
59
GW & Wade
Massachusetts
$1.04M +$726K +19,422 +229%
Truist Financial
60
Truist Financial
North Carolina
$1.03M -$91.3K -2,442 -8%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$998K +$998K +26,700 New
WI
62
WBI Investments
New Jersey
$973K +$714K +19,098 +276%
IA
63
IFP Advisors
Florida
$949K -$1.85M -90,765 -66%
WWM
64
Western Wealth Management
Colorado
$870K +$290K +7,755 +50%
TFS
65
Thoroughbred Financial Services
Tennessee
$829K +$360K +9,648 +77%
NFG
66
Nations Financial Group
Iowa
$816K -$227K -6,075 -22%
SMC
67
Smith, Moore & Co
Missouri
$720K -$102K -2,718 -12%
US Bancorp
68
US Bancorp
Minnesota
$684K +$82.4K +2,205 +14%
GWM
69
Geneos Wealth Management
Colorado
$645K +$210K +5,628 +48%
PWA
70
PCG Wealth Advisors
Kansas
$636K +$98.7K +2,640 +18%
BAM
71
Belpointe Asset Management
Nevada
$625K +$98.1K +2,625 +19%
CF
72
Centaurus Financial
California
$615K +$343K +9,171 +126%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$607K +$29.7K +795 +5%
CA
74
Claro Advisors
Massachusetts
$586K +$1.68K +45 +0.3%
PMG
75
ProVise Management Group
Florida
$564K -$80.6K -2,157 -13%
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