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Invesco S&P SmallCap 600 Revenue ETF

143 hedge funds and large institutions have $693M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
59
Reduced
43
Closed
16
Calls
Puts
$1.75M
Net Calls
-$1.75M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
76
Centaurus Financial
California
$678K +$56.1K +1,485 +9%
GWM
77
Geneos Wealth Management
Colorado
$665K +$12.9K +342 +2%
PWA
78
PCG Wealth Advisors
Kansas
$630K -$13.3K -351 -2%
CA
79
Claro Advisors
Massachusetts
$594K +$1.25K +33 +0.2%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$581K -$32.2K -852 -5%
Cerity Partners
81
Cerity Partners
New York
$567K +$567K +14,979 New
AIP
82
Ameritas Investment Partners
Nebraska
$567K +$567K +14,988 New
DAS
83
Dynamic Advisor Solutions
Arizona
$548K +$30.2K +798 +6%
PMG
84
ProVise Management Group
Florida
$546K -$23.8K -630 -4%
MFGM
85
Marshall Financial Group (Maryland)
Maryland
$544K +$1.13K +30 +0.2%
RJT
86
Raymond James Trust
Florida
$541K +$190K +5,037 +54%
RA
87
RFG Advisory
Alabama
$537K +$3.63K +96 +0.7%
CA
88
Calton & Associates
Florida
$486K +$486K +12,846 New
HH
89
Hilltop Holdings
Texas
$471K +$87.6K +2,316 +23%
KAS
90
Kestra Advisory Services
Texas
$455K +$32.7K +864 +8%
CA
91
Cetera Advisors
Colorado
$428K -$124K -3,267 -22%
CL
92
Choreo LLC
Illinois
$389K +$454 +12 +0.1%
MC
93
Moors & Cabot
Massachusetts
$368K -$3.18K -84 -0.9%
Brown Advisory
94
Brown Advisory
Maryland
$357K +$357K +9,438 New
IWM
95
IHT Wealth Management
Illinois
$325K -$21.3K -564 -6%
SAM
96
S.A. Mason
Michigan
$324K
KWM
97
Kingsview Wealth Management
Oregon
$323K +$53.3K +1,410 +20%
Bessemer Group
98
Bessemer Group
New Jersey
$321K
SWP
99
Summit Wealth Partners
Florida
$307K
LSA
100
Lion Street Advisors
Texas
$294K -$36.2K -903 -11%