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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$553K – – –
CA
77
Cetera Advisors
Colorado
$545K +$79.9K +2,136 +17%
MFGM
78
Marshall Financial Group (Maryland)
Maryland
$537K +$1.57K +42 +0.3%
RA
79
RFG Advisory
Alabama
$528K – – –
DAS
80
Dynamic Advisor Solutions
Arizona
$512K -$16.3K -435 -3%
DWM
81
Denver Wealth Management
Colorado
$508K -$265K -7,086 -34%
KAS
82
Kestra Advisory Services
Texas
$418K +$91.7K +2,454 +28%
LNC
83
Lincoln National Corp
Pennsylvania
$417K +$114K +3,045 +38%
TAM
84
Titleist Asset Management
Texas
$395K +$395K +10,578 New
CL
85
Choreo LLC
Illinois
$384K +$384K +10,281 New
HH
86
Hilltop Holdings
Texas
$380K +$58.1K +1,554 +18%
MC
87
Moors & Cabot
Massachusetts
$367K +$33.6K +900 +10%
FFS
88
Founders Financial Securities
Maryland
$364K -$25.9K -693 -7%
AMC
89
Asset Management Corp
Illinois
$355K +$81.9K +2,190 +30%
RJT
90
Raymond James Trust
Florida
$347K -$8.53K -228 -2%
IWM
91
IHT Wealth Management
Illinois
$343K +$449 +12 +0.1%
SAM
92
S.A. Mason
Michigan
$324K – – –
Bessemer Group
93
Bessemer Group
New Jersey
$317K – – –
LSA
94
Lion Street Advisors
Texas
$308K +$33.8K +903 +12%
SWP
95
Summit Wealth Partners
Florida
$303K – – –
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$293K – – –
FHC
97
First Heartland Consultants
Missouri
$291K +$34.5K +924 +13%
KWM
98
Kingsview Wealth Management
Oregon
$266K +$266K +7,122 New
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$785 +21 +0.3%
TB
100
Treynor Bancshares
Iowa
$259K +$1.12K +30 +0.4%
2 3
4
5 6