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Invesco S&P SmallCap 600 Revenue ETF

192 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

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

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
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
51
Strive Financial Group
Indiana
$1.82M +$1.8M +37,319 New
Stifel Financial
52
Stifel Financial
Missouri
$1.81M +$757K +15,680 +73%
OC
53
Opinicus Capital
Florida
$1.8M +$1.5K +31 +0.1%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$1.78M +$81.6K +1,689 +5%
PCIA
55
Prime Capital Investment Advisors
Kansas
$1.68M +$19.3K +399 +1%
AFP
56
Ausdal Financial Partners
Iowa
$1.68M +$78.3K +1,621 +5%
LFA
57
Legacy Financial Advisors
Kentucky
$1.59M +$31.9K +661 +2%
WWM
58
Western Wealth Management
Colorado
$1.56M +$25K +518 +2%
GIA
59
Gladstone Institutional Advisory
Florida
$1.53M +$19.2K +397 +1%
LOIM
60
Liberty One Investment Management
Illinois
$1.51M -$828K -17,149 -36%
VFPW
61
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.49M -$18K -372 -1%
Creative Planning
62
Creative Planning
Kansas
$1.45M -$48.9K -1,013 -3%
EFA
63
Edge Financial Advisors
Illinois
$1.4M +$9.08K +188 +0.7%
SPC
64
Sigma Planning Corp
Michigan
$1.38M -$5.31K -110 -0.4%
KA
65
Klingman & Associates
New York
$1.38M
TFS
66
Thoroughbred Financial Services
Tennessee
$1.36M +$1.98K +41 +0.1%
NA
67
Nottingham Advisors
New York
$1.3M
KAS
68
Kestra Advisory Services
Texas
$1.25M -$167K -3,456 -12%
GVAG
69
Great Valley Advisor Group
Delaware
$1.22M -$58.4K -1,210 -5%
BC
70
Bowman & Company
Wisconsin
$1.13M +$580 +12 +0.1%
FBT
71
First Bank & Trust
South Dakota
$1.1M +$229K +4,740 +27%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$1.08M +$15.8K +328 +2%
GRP
73
Global Retirement Partners
California
$1.05M +$32.4K +670 +3%
AWA
74
Adapt Wealth Advisors
Georgia
$1.05M -$640K -13,252 -38%
CFG
75
Citizens Financial Group
Rhode Island
$1.03M -$290 -6 -0%