RWJ icon

Invesco S&P SmallCap 600 Revenue ETF

180 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

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $886M → $821M (-$65.1M)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.55M
FCM
52
Fortis Capital Management
Washington
$1.52M
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.5M
KAS
54
Kestra Advisory Services
Texas
$1.48M
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$1.48M
PCIA
56
Prime Capital Investment Advisors
Kansas
$1.47M
VFPW
57
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.45M
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M
WWM
59
Western Wealth Management
Colorado
$1.35M
AFP
60
Ausdal Financial Partners
Iowa
$1.34M
GIA
61
Gladstone Institutional Advisory
Florida
$1.34M
GC
62
Guidance Capital
Kentucky
$1.29M
SPC
63
Sigma Planning Corp
Michigan
$1.28M
LFA
64
Legacy Financial Advisors
Kentucky
$1.26M
Creative Planning
65
Creative Planning
Kansas
$1.26M
EFA
66
Edge Financial Advisors
Illinois
$1.25M
KA
67
Klingman & Associates
New York
$1.24M
TFS
68
Thoroughbred Financial Services
Tennessee
$1.22M
BAM
69
Belpointe Asset Management
Nevada
$1.21M
NA
70
Nottingham Advisors
New York
$1.15M
GVAG
71
Great Valley Advisor Group
Delaware
$1.11M
HF
72
HRT Financial
New York
$1.06M
US Bancorp
73
US Bancorp
Minnesota
$1.05M
OBWG
74
Onyx Bridge Wealth Group
New York
$1.05M
CIG
75
CHB Investment Group
Pennsylvania
$1.04M