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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $946M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
32
Increased
68
Reduced
49
Closed
9
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$366K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Ameriprise
2
Ameriprise
Minnesota
$61.1M
3
Wells Fargo
3
Wells Fargo
California
$27M
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$10.8M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
JIR
2
James Investment Research
Ohio
$2.35M
3
IGWM
3
ICA Group Wealth Management
Colorado
$277K
4
CPC
4
Consolidated Planning Corp
Georgia
$8.39M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
T
76
Tidemark
California
$872K +$872K +21,037 New
CA
77
CoreCap Advisors
Michigan
$857K +$39.8K +961 +5%
PS
78
Principal Securities
Iowa
$847K +$847K +20,436 New
GS
79
GTS Securities
New York
$845K +$845K +20,389 New
WI
80
WBI Investments
New Jersey
$776K -$32.4K -781 -4%
SMC
81
Smith, Moore & Co
Missouri
$747K -$69.5K -1,678 -9%
DAS
82
Dynamic Advisor Solutions
Arizona
$705K +$705K +17,658 New
CF
83
Centaurus Financial
California
$699K -$56.9K -1,374 -8%
CA
84
Claro Advisors
Massachusetts
$654K +$1.82K +44 +0.3%
AIP
85
Ameritas Investment Partners
Nebraska
$649K +$4.68K +113 +0.7%
GWM
86
Geneos Wealth Management
Colorado
$608K -$148K -3,577 -20%
AWC
87
Adamsbrown Wealth Consultants
Kansas
$587K +$147K +3,555 +34%
RJT
88
Raymond James Trust
Florida
$583K -$14.7K -354 -2%
MFGM
89
Marshall Financial Group (Maryland)
Maryland
$553K -$5.59K -135 -1%
Cerity Partners
90
Cerity Partners
New York
$550K +$35.8K +866 +7%
Citadel Advisors
91
Citadel Advisors
Florida
$501K -$1.63M -39,349 -76%
GCP
92
GSA Capital Partners
United Kingdom
$499K +$499K +12,044 New
HH
93
Hilltop Holdings
Texas
$493K -$28.4K -686 -5%
CA
94
Calton & Associates
Florida
$482K +$183K +4,420 +61%
OFS
95
OneAscent Financial Services
Alabama
$477K -$1.6M -38,521 -77%
MC
96
Moors & Cabot
Massachusetts
$477K +$53.1K +1,282 +13%
GRP
97
Global Retirement Partners
California
$465K +$319K +8,150 +218%
Brown Advisory
98
Brown Advisory
Maryland
$463K +$15.9K +384 +4%
LA
99
LPF Advisors
Florida
$457K +$457K +11,030 New
FCM
100
Fortis Capital Management
Washington
$451K +$451K +10,897 New
2 3
4
5 6