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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

192 hedge funds and large institutions have $886M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
76
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$23.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.78M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.62M
4
WAM
WFA Asset Management
Wisconsin
+$4.1M
5
Bank of America
Bank of America
North Carolina
+$3.3M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$11.5M
2
Morgan Stanley
Morgan Stanley
New York
-$10.3M
3
OP
ORG Partners
Indiana
-$5.89M
4
Mariner
Mariner
Kansas
-$4.1M
5
BFF
Byrne Financial Freedom
Massachusetts
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Guidance Capital
Kentucky
$1.11M +$187K +4,706 +20%
LFA
77
Legacy Financial Advisors
Kentucky
$1.11M +$41.4K +1,017 +4%
NA
78
Nottingham Advisors
New York
$1.09M – – –
HighTower Advisors
79
HighTower Advisors
Illinois
$1.08M -$35.7K -876 -3%
SFC
80
Swisher Financial Concepts
Ohio
$1.08M -$495K -12,152 -31%
CPA
81
Cathy Pareto & Associates
Florida
$1.07M +$255K +6,269 +31%
EFA
82
Edge Financial Advisors
Illinois
$1.06M +$1.06M +26,029 New
CIG
83
CHB Investment Group
Pennsylvania
$985K +$128K +3,133 +15%
GS
84
GTS Securities
New York
$979K +$574K +14,091 +141%
KCM
85
Kendall Capital Management
Maryland
$963K +$963K +23,650 New
PS
86
Principal Securities
Iowa
$957K – – –
BC
87
Bowman & Company
Wisconsin
$943K +$529 +13 +0.1%
LWM
88
Lionsbridge Wealth Management
Florida
$912K -$143K -3,513 -14%
CFG
89
Citizens Financial Group
Rhode Island
$902K -$1.38K -34 -0.2%
Truist Financial
90
Truist Financial
North Carolina
$898K -$169K -4,146 -16%
Stifel Financial
91
Stifel Financial
Missouri
$880K -$11.5M -282,584 -93%
KFP
92
KMG Fiduciary Partners
Ohio
$870K -$18.1K -445 -2%
BAM
93
Belpointe Asset Management
Nevada
$852K +$148K +3,635 +21%
BFF
94
Byrne Financial Freedom
Massachusetts
$842K -$3.7M -91,015 -81%
Cerity Partners
95
Cerity Partners
New York
$797K -$41.7K -1,025 -5%
OWP
96
Obermeyer Wealth Partners
Colorado
$770K -$86.4K -2,122 -10%
HH
97
Hilltop Holdings
Texas
$769K -$27.6K -679 -3%
SFS
98
Sowell Financial Services
Arkansas
$729K +$158K +3,876 +28%
MC
99
Moors & Cabot
Massachusetts
$705K +$6.72K +165 +1%
AIP
100
Ameritas Investment Partners
Nebraska
$675K -$247K -6,062 -27%
2 3
4
5 6