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Invesco S&P SmallCap 600 Revenue ETF

191 hedge funds and large institutions have $883M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $893M → $883M (-$9.99M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
191
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
SFG
51
Strive Financial Group
Indiana
$1.82M
Stifel Financial
52
Stifel Financial
Missouri
$1.81M
OC
53
Opinicus Capital
Florida
$1.8M
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M
PCIA
55
Prime Capital Investment Advisors
Kansas
$1.68M
AFP
56
Ausdal Financial Partners
Iowa
$1.68M
LFA
57
Legacy Financial Advisors
Kentucky
$1.59M
WWM
58
Western Wealth Management
Colorado
$1.56M
GIA
59
Gladstone Institutional Advisory
Florida
$1.53M
LOIM
60
Liberty One Investment Management
Illinois
$1.51M
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.49M
Creative Planning
62
Creative Planning
Kansas
$1.45M
EFA
63
Edge Financial Advisors
Illinois
$1.4M
SPC
64
Sigma Planning Corp
Michigan
$1.38M
KA
65
Klingman & Associates
New York
$1.38M
TFS
66
Thoroughbred Financial Services
Tennessee
$1.36M
NA
67
Nottingham Advisors
New York
$1.3M
KAS
68
Kestra Advisory Services
Texas
$1.25M
GVAG
69
Great Valley Advisor Group
Delaware
$1.22M
BC
70
Bowman & Company
Wisconsin
$1.13M
FBT
71
First Bank & Trust
South Dakota
$1.1M
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.08M
GRP
73
Global Retirement Partners
California
$1.05M
AWA
74
Adapt Wealth Advisors
Georgia
$1.05M
CFG
75
Citizens Financial Group
Rhode Island
$1.03M