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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

180 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
28
Increased
74
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWS
1
Wellington Wealth Strategies
Indiana
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$87M
3
LPL Financial
3
LPL Financial
California
$133M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.24M
5
SFC
5
Swisher Financial Concepts
Ohio
$7.27M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.81M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.52M
4
AI
4
Atria Investments
North Carolina
$3.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$1.88M +$457 +10 +0%
OC
52
Opinicus Capital
Florida
$1.74M +$12.3K +268 +0.7%
PSF
53
Pacific Sun Financial
California
$1.72M -$27.3K -598 -2%
ACP
54
Aveo Capital Partners
Colorado
$1.71M -$2.14M -46,749 -56%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.69M +$39.6K +867 +2%
SPC
56
Sigma Planning Corp
Michigan
$1.66M -$1.01M -21,997 -38%
NA
57
NewEdge Advisors
Louisiana
$1.5M +$14.2K +311 +1%
FIA
58
Foundations Investment Advisors
Arizona
$1.49M -$243K -5,324 -14%
OWG
59
Oxford Wealth Group
Florida
$1.49M -$246K -5,372 -14%
CA
60
CoreCap Advisors
Michigan
$1.47M +$188K +4,122 +15%
Two Sigma Investments
61
Two Sigma Investments
New York
$1.4M +$576K +12,600 +70%
Creative Planning
62
Creative Planning
Kansas
$1.38M +$139K +3,045 +11%
WWM
63
Western Wealth Management
Colorado
$1.36M -$15K -329 -1%
KA
64
Klingman & Associates
New York
$1.32M – – –
LWM
65
Lionsbridge Wealth Management
Florida
$1.32M +$1.32M +28,793 New
FCM
66
Fortis Capital Management
Washington
$1.29M +$379K +8,299 +42%
GVAG
67
Great Valley Advisor Group
Delaware
$1.29M +$19.8K +433 +2%
PCIA
68
Prime Capital Investment Advisors
Kansas
$1.26M -$6.03K -132 -0.5%
NA
69
Nottingham Advisors
New York
$1.24M +$1.24M +27,170 New
WIA
70
World Investment Advisors
California
$1.24M +$104K +2,272 +9%
Truist Financial
71
Truist Financial
North Carolina
$1.2M +$137K +2,992 +13%
LFA
72
Legacy Financial Advisors
Kentucky
$1.18M +$39.5K +864 +3%
AFP
73
Ausdal Financial Partners
Iowa
$1.08M -$92.4K -2,021 -8%
CFG
74
Citizens Financial Group
Rhode Island
$1.07M +$229K +5,013 +27%
OBWG
75
Onyx Bridge Wealth Group
New York
$1.07M -$2.56M -56,001 -71%
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