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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$9.46M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.38M
3
PAG
3
Private Advisor Group
New Jersey
$25.2M
4
ACP
4
Aveo Capital Partners
Colorado
$5.28M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$57.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36M
3
OBWG
3
Onyx Bridge Wealth Group
New York
$3.15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.2M
5
Bank of America
5
Bank of America
North Carolina
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Modern Wealth Management
Kansas
$2.09M 48,757 +48,757 New
Citigroup
52
Citigroup
New York
$2.07M 48,275 +48,275 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$2M 46,738 -279 -0.6%
AI
54
Atria Investments
North Carolina
$1.9M 44,365 +6,876 +18%
VC
55
Vicus Capital
Pennsylvania
$1.89M 44,132 -48,222 -52%
FAIM
56
Financial Advocates Investment Management
Washington
$1.75M 40,951 -416 -1%
AFP
57
Ausdal Financial Partners
Iowa
$1.67M 39,095 +4,477 +13%
PSF
58
Pacific Sun Financial
California
$1.66M 38,694 -1,360 -3%
OC
59
Opinicus Capital
Florida
$1.55M 36,302 +4,533 +14%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.48M 34,476 +29,354 +573%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.44M 33,650 +97 +0.3%
NA
62
NewEdge Advisors
Louisiana
$1.37M 31,937 -45,833 -59%
WWM
63
Western Wealth Management
Colorado
$1.27M 29,551 +149 +0.5%
KA
64
Klingman & Associates
New York
$1.25M 29,108 – –
PCIA
65
Prime Capital Investment Advisors
Kansas
$1.23M 28,830 +211 +0.7%
GVAG
66
Great Valley Advisor Group
Delaware
$1.19M 27,768 -1,493 -5%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.14M 26,698 +4,512 +20%
CA
68
CoreCap Advisors
Michigan
$1.14M 26,542 +5,859 +28%
Creative Planning
69
Creative Planning
Kansas
$1.12M 26,268 -663 -2%
FIA
70
Foundations Investment Advisors
Arizona
$1.09M 25,481 +2,767 +12%
OWG
71
Oxford Wealth Group
Florida
$1.09M 25,436 +25,436 New
Truist Financial
72
Truist Financial
North Carolina
$1.08M 25,228 -20,389 -45%
BSW
73
Buckingham Strategic Wealth
Missouri
$1.07M 25,021 -9,784 -28%
WIA
74
World Investment Advisors
California
$1.06M 24,785 +24,785 New
T
75
Tidemark
California
$1.01M 23,575 +2,538 +12%
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