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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $946M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
32
Increased
68
Reduced
49
Closed
9
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$366K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Ameriprise
2
Ameriprise
Minnesota
$61.1M
3
Wells Fargo
3
Wells Fargo
California
$27M
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$10.8M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
JIR
2
James Investment Research
Ohio
$2.35M
3
IGWM
3
ICA Group Wealth Management
Colorado
$277K
4
CPC
4
Consolidated Planning Corp
Georgia
$8.39M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$50.4K +1,217 +3%
Truist Financial
52
Truist Financial
North Carolina
$1.89M +$109K +2,638 +6%
FAIM
53
Financial Advocates Investment Management
Washington
$1.71M +$29.3K +708 +2%
PSF
54
Pacific Sun Financial
California
$1.66M -$1.24K -30 -0.1%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$1.63M -$497K -12,000 -23%
AI
56
Atria Investments
North Carolina
$1.55M -$577K -13,925 -27%
BSW
57
Buckingham Strategic Wealth
Missouri
$1.44M +$497 +12 +0%
AFP
58
Ausdal Financial Partners
Iowa
$1.43M +$9.9K +239 +0.7%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.39M -$3.48K -84 -0.2%
OC
60
Opinicus Capital
Florida
$1.32M +$1.32M +31,769 New
WWM
61
Western Wealth Management
Colorado
$1.22M +$29.8K +719 +3%
GVAG
62
Great Valley Advisor Group
Delaware
$1.21M +$225K +5,422 +23%
KA
63
Klingman & Associates
New York
$1.21M – – –
PCIA
64
Prime Capital Investment Advisors
Kansas
$1.19M +$166 +4 +0%
SPC
65
Sigma Planning Corp
Michigan
$1.16M -$1.65M -39,864 -59%
BA
66
Bridge Advisory
California
$1.13M -$388K -9,375 -26%
Creative Planning
67
Creative Planning
Kansas
$1.12M +$52.6K +1,269 +5%
MA
68
MONECO Advisors
Connecticut
$1.09M +$265K +6,391 +32%
NFG
69
Nations Financial Group
Iowa
$983K +$5.76K +139 +0.6%
HighTower Advisors
70
HighTower Advisors
Illinois
$976K +$49.7K +1,214 +5%
BC
71
Bowman & Company
Wisconsin
$957K +$663 +16 +0.1%
FFS
72
Founders Financial Securities
Maryland
$941K -$707K -17,063 -43%
US Bancorp
73
US Bancorp
Minnesota
$935K +$57.1K +1,378 +7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$919K -$52.9K -1,278 -5%
FIA
75
Foundations Investment Advisors
Arizona
$918K +$918K +22,714 New
1 2
3
4 5