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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

104 hedge funds and large institutions have $354M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
34
Reduced
30
Closed
17
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$108K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$13.8M
2
LPL Financial
2
LPL Financial
California
$29.8M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.67M
4
Bank of America
4
Bank of America
North Carolina
$21.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29.3M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$9.29M
3
EWP
3
Engrave Wealth Partners
Texas
$11.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$49.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
76
RegentAtlantic Capital
New Jersey
$219K – – –
TF
77
Tompkins Financial
New York
$219K +$219K +5,622 New
WI
78
WBI Investments
New Jersey
$215K +$215K +5,679 New
IWM
79
IHT Wealth Management
Illinois
$214K +$214K +5,499 New
IA
80
IFP Advisors
Florida
$182K +$158K +4,062 +660%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$151K -$37.1K -951 -20%
KIG
82
Kessler Investment Group
Indiana
$136K +$136K +3,480 New
HI
83
Hudock Inc
Pennsylvania
$135K +$233 +6 +0.2%
BAM
84
Belpointe Asset Management
Nevada
$117K +$117K +3,009 New
SWM
85
Spire Wealth Management
Virginia
$111K -$2.28M -58,425 -95%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$111K -$11.8K -300 -10%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$96K +$57.9K +1,479 +152%
BWP
88
Baldwin Wealth Partners
Massachusetts
$84K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$71K -$11.3K -288 -14%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$63K +$35.1K +900 +126%
HPC
91
HM Payson & Co
Maine
$49K – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$41K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$33K +$33K +852 New
AIM
94
Anchor Investment Management
South Carolina
$30.3K – – –
Barclays
95
Barclays
United Kingdom
$17K -$24K -606 -59%
JPLA
96
Joseph P. Lucia & Associates
New York
$16K – – –
OAJ
97
Ogorek Anthony Joseph
New York
$16K – – –
GKWIM
98
Gerber Kawasaki Wealth & Investment Management
California
$16K +$16K +435 New
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$6K -$9K -207 -60%
KFS
100
Kelly Financial Services
Massachusetts
$5.85K -$698K -17,922 -99%
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