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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

179 hedge funds and large institutions have $821M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-13
Holders Change %
-6.77%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
69
Reduced
72
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.78M
4
Bank of America
Bank of America
North Carolina
+$2.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.37M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$39.9M
2
Raymond James Financial
Raymond James Financial
Florida
-$38.5M
3
LPL Financial
LPL Financial
California
-$19.9M
4
Wells Fargo
Wells Fargo
California
-$6.97M
5
PAG
Private Advisor Group
New Jersey
-$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.55M +$9.74K +225 +0.6%
FCM
52
Fortis Capital Management
Washington
$1.52M -$146K -3,369 -9%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.5M -$51.6K -1,192 -3%
KAS
54
Kestra Advisory Services
Texas
$1.48M -$211K -4,875 -12%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.48M -$19.6K -453 -1%
PCIA
56
Prime Capital Investment Advisors
Kansas
$1.47M +$16.4K +379 +1%
VFPW
57
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M +$139K +3,204 +11%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$149K +3,446 +12%
WWM
59
Western Wealth Management
Colorado
$1.35M +$21K +486 +2%
AFP
60
Ausdal Financial Partners
Iowa
$1.34M +$56.6K +1,307 +4%
GIA
61
Gladstone Institutional Advisory
Florida
$1.34M +$91.6K +2,116 +7%
GC
62
Guidance Capital
Kentucky
$1.29M +$92.9K +2,166 +8%
SPC
63
Sigma Planning Corp
Michigan
$1.28M -$137K -3,173 -10%
LFA
64
Legacy Financial Advisors
Kentucky
$1.26M +$87.6K +2,024 +7%
Creative Planning
65
Creative Planning
Kansas
$1.26M -$52.9K -1,221 -4%
EFA
66
Edge Financial Advisors
Illinois
$1.25M +$114K +2,619 +10%
KA
67
Klingman & Associates
New York
$1.24M – – –
TFS
68
Thoroughbred Financial Services
Tennessee
$1.22M -$1.53M -35,366 -56%
BAM
69
Belpointe Asset Management
Nevada
$1.21M +$301K +6,951 +33%
NA
70
Nottingham Advisors
New York
$1.15M – – –
GVAG
71
Great Valley Advisor Group
Delaware
$1.11M -$104K -2,411 -9%
HF
72
HRT Financial
New York
$1.06M +$1.06M +24,567 New
US Bancorp
73
US Bancorp
Minnesota
$1.05M -$743K -17,160 -41%
OBWG
74
Onyx Bridge Wealth Group
New York
$1.05M -$492K -11,355 -32%
CIG
75
CHB Investment Group
Pennsylvania
$1.04M -$9.52K -220 -0.9%
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