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Invesco S&P SmallCap 600 Revenue ETF

189 hedge funds and large institutions have $851M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 69 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $883M → $851M (-$32.5M)

4% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 72

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
OC
51
Opinicus Capital
Florida
$1.8M
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M
PCIA
53
Prime Capital Investment Advisors
Kansas
$1.68M
AFP
54
Ausdal Financial Partners
Iowa
$1.68M
LFA
55
Legacy Financial Advisors
Kentucky
$1.59M
WWM
56
Western Wealth Management
Colorado
$1.56M
GIA
57
Gladstone Institutional Advisory
Florida
$1.53M
LOIM
58
Liberty One Investment Management
Illinois
$1.51M
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.49M
Creative Planning
60
Creative Planning
Kansas
$1.45M
EFA
61
Edge Financial Advisors
Illinois
$1.4M
SPC
62
Sigma Planning Corp
Michigan
$1.38M
KA
63
Klingman & Associates
New York
$1.38M
TFS
64
Thoroughbred Financial Services
Tennessee
$1.36M
NA
65
Nottingham Advisors
New York
$1.3M
KAS
66
Kestra Advisory Services
Texas
$1.25M
GVAG
67
Great Valley Advisor Group
Delaware
$1.22M
BC
68
Bowman & Company
Wisconsin
$1.13M
FBT
69
First Bank & Trust
South Dakota
$1.1M
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.08M
GRP
71
Global Retirement Partners
California
$1.05M
AWA
72
Adapt Wealth Advisors
Georgia
$1.05M
CFG
73
Citizens Financial Group
Rhode Island
$1.03M
CPA
74
Cathy Pareto & Associates
Florida
$1.01M
GS
75
GTS Securities
New York
$995K