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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

151 hedge funds and large institutions have $711M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+8
Holders Change %
+5.59%
% of All Funds
2.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
66
Reduced
40
Closed
16
Calls
–
Puts
$685K
Net Calls
-$685K
Net Calls Change
+$1.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Ameriprise
2
Ameriprise
Minnesota
$43.7M
3
CW
3
Connectus Wealth
Ohio
$7.57M
4
LPL Financial
4
LPL Financial
California
$103M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$35.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$19.3M
2
DWP
2
Destiny Wealth Partners
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$18.7M
4
SW
4
SteelPeak Wealth
California
$0
5
CPC
5
Consolidated Planning Corp
Georgia
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
76
Smith, Moore & Co
Missouri
$718K +$14.4K +395 +2%
WI
77
WBI Investments
New Jersey
$711K -$343K -9,409 -33%
PAS
78
Park Avenue Securities
New York
$689K -$1.21M -33,281 -64%
GWM
79
Geneos Wealth Management
Colorado
$665K +$24.5K +674 +4%
CF
80
Centaurus Financial
California
$665K +$11.5K +317 +2%
CA
81
Claro Advisors
Massachusetts
$574K +$1.38K +38 +0.2%
AIP
82
Ameritas Investment Partners
Nebraska
$566K +$20.6K +565 +4%
PWA
83
PCG Wealth Advisors
Kansas
$556K -$51.2K -1,406 -8%
FTUS
84
Flow Traders U.S.
New York
$526K +$526K +14,442 New
RJT
85
Raymond James Trust
Florida
$525K +$3.79K +104 +0.7%
MFGM
86
Marshall Financial Group (Maryland)
Maryland
$491K -$33.3K -915 -6%
HH
87
Hilltop Holdings
Texas
$459K +$4.63K +127 +1%
Cerity Partners
88
Cerity Partners
New York
$452K -$93.3K -2,563 -17%
KAS
89
Kestra Advisory Services
Texas
$449K +$10.2K +279 +2%
CA
90
Cetera Advisors
Colorado
$416K +$3.79K +104 +0.9%
Brown Advisory
91
Brown Advisory
Maryland
$393K +$48.9K +1,344 +14%
AWC
92
Adamsbrown Wealth Consultants
Kansas
$386K +$386K +10,609 New
MC
93
Moors & Cabot
Massachusetts
$372K +$17.3K +476 +5%
MCM
94
MAI Capital Management
Ohio
$357K +$357K +9,803 New
KWM
95
Kingsview Wealth Management
Oregon
$338K +$26.9K +738 +9%
SAM
96
S.A. Mason
Michigan
$315K – – –
IWM
97
IHT Wealth Management
Illinois
$314K +$182 +5 +0.1%
Bessemer Group
98
Bessemer Group
New Jersey
$309K – – –
Renaissance Technologies
99
Renaissance Technologies
New York
$302K +$302K +8,300 New
CL
100
Choreo LLC
Illinois
$297K -$77.9K -2,139 -21%
2 3
4
5 6