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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

121 hedge funds and large institutions have $395M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
50
Reduced
26
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$175K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.5M
2
LPL Financial
2
LPL Financial
California
$35.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$56.3M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.31M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.6M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$4.33M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
PCM
3
Piedmont Capital Management
Montana
$0
4
FFW
4
Fusion Family Wealth
New York
$41M
5
Truist Financial
5
Truist Financial
North Carolina
$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
101
Lindbrook Capital
California
$123K +$123K +3,000 New
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$116K -$123 -3 -0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$114K +$47.9K +1,170 +72%
SWM
104
Spire Wealth Management
Virginia
$103K -$14.2K -345 -12%
BWP
105
Baldwin Wealth Partners
Massachusetts
$88K – – –
BFEC
106
Benjamin F. Edwards & Company
Missouri
$75K +$124 +3 +0.2%
CFGS
107
Concourse Financial Group Securities
Alabama
$52K +$9.52K +234 +22%
HPC
108
HM Payson & Co
Maine
$51K – – –
EVM
109
Eaton Vance Management
Massachusetts
$46K – – –
AIM
110
Anchor Investment Management
South Carolina
$31.9K – – –
OAJ
111
Ogorek Anthony Joseph
New York
$16K – – –
SCA
112
Snowden Capital Advisors
New York
$12K +$12K +294 New
HS
113
Horan Securities
United States
$11K +$11K +261 New
FHC
114
First Heartland Consultants
Missouri
$7.27K +$839 +20,436 +13%
KFS
115
Kelly Financial Services
Massachusetts
$6.16K – – –
HNWA
116
Henrickson Nauta Wealth Advisors
Michigan
$6K +$6K +147 New
BHWM
117
Beaird Harris Wealth Management
Texas
$4K +$4K +90 New
FHA
118
First Horizon Advisors
Tennessee
$3K -$556 -15 -16%
IRC
119
Investors Research Corp
Georgia
$3K – – –
RG
120
Retirement Group
California
$1K – – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +27 New
RWA
122
Redhawk Wealth Advisors
Minnesota
– -$6.67M -171,042 Closed
PCM
123
Piedmont Capital Management
Montana
– -$4.98M -123,924 Closed
SI
124
Stephens Inc
Arkansas
– -$241K -6,192 Closed
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
– -$33K -852 Closed
2 3 4
5
6