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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $883M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

1% less capital invested

Capital invested by funds: $893M → $883M (-$9.99M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
76
Cathy Pareto & Associates
Florida
$1.01M -$32.8K -678 -3%
GS
77
GTS Securities
New York
$995K +$786K +16,273 +391%
Cerity Partners
78
Cerity Partners
New York
$986K +$26.5K +548 +3%
Truist Financial
79
Truist Financial
North Carolina
$985K -$140K -2,893 -13%
AIP
80
Ameritas Investment Partners
Nebraska
$975K +$39.7K +822 +4%
AI
81
Atria Investments
North Carolina
$972K -$542K -11,226 -36%
SWM
82
SK Wealth Management
Rhode Island
$918K -$3.75M -77,664 -82%
HH
83
Hilltop Holdings
Texas
$918K +$1.74K +36 +0.2%
WANY
84
Wealthspire Advisors (New York)
New York
$855K
OWP
85
Obermeyer Wealth Partners
Colorado
$842K -$76.6K -1,586 -8%
BCI
86
Brinker Capital Investments
Pennsylvania
$798K +$19.6K +406 +3%
CA
87
Claro Advisors
Massachusetts
$763K -$1.69K -35 -0.2%
GWM
88
Geneos Wealth Management
Colorado
$719K -$76.6K -1,586 -10%
IA
89
IFG Advisory
Georgia
$719K -$81.4K -1,685 -10%
AQR Capital Management
90
AQR Capital Management
Connecticut
$715K
Brown Advisory
91
Brown Advisory
Maryland
$708K +$51.4K +1,065 +8%
SFS
92
Sowell Financial Services
Arkansas
$684K +$48 +1 +0%
RC
93
Rovin Capital
Arizona
$648K +$5.31K +110 +0.8%
CWM
94
Copia Wealth Management
Oregon
$632K +$74.4K +1,540 +13%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$588K -$1.64K -34 -0.3%
RPGNY
96
Retirement Planning Group (New York)
New York
$582K -$1.35K -28 -0.2%
SWP
97
Stratos Wealth Partners
Ohio
$579K -$136K -2,815 -19%
TFGT
98
TS Financial Group (TSFG)
Illinois
$566K +$145 +3 +0%
KFI
99
Key Financial Inc
Pennsylvania
$533K +$11K +228 +2%
SFC
100
Swisher Financial Concepts
Ohio
$524K -$41.3K -854 -7%