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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
101
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$246K +$246K +6,591 New
AWS
102
Atria Wealth Solutions
New York
$242K -$181K -4,851 -43%
9WM
103
9258 Wealth Management
Ohio
$226K -$75.9K -2,031 -25%
SWA
104
Stratos Wealth Advisors
Ohio
$223K -$2.47M -66,111 -92%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$222K +$2.13K +57 +1%
PCM
106
Parsons Capital Management
Rhode Island
$219K – – –
Financial Engines Advisors
107
Financial Engines Advisors
California
$214K -$161K -4,317 -43%
Corient Private Wealth
108
Corient Private Wealth
Florida
$210K +$210K +5,610 New
BWP
109
Balboa Wealth Partners
Arizona
$203K -$452K -12,084 -69%
GRP
110
Global Retirement Partners
California
$159K +$47.8K +1,350 +43%
FCA
111
FinTrust Capital Advisors
South Carolina
$127K – – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$126K +$1.91K +51 +2%
AAS
113
Ameritas Advisory Services
Nebraska
$123K +$123K +3,294 New
HS
114
Horan Securities
United States
$116K +$19.4K +519 +20%
LC
115
Lindbrook Capital
California
$112K – – –
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$109K -$13.2K -351 -11%
TWA
117
TCI Wealth Advisors
Arizona
$108K +$108K +2,895 New
BWP
118
Baldwin Wealth Partners
Massachusetts
$80.3K – – –
CFGS
119
Concourse Financial Group Securities
Alabama
$76.6K +$46.9K +1,254 +158%
TF
120
Tompkins Financial
New York
$62K -$897 -24 -1%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$61K +$225 +6 +0.4%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$46.9K -$337 -9,024 -0.7%
HPC
123
HM Payson & Co
Maine
$46.9K – – –
KM
124
Kalos Management
Georgia
$44.5K +$5.94K +159 +15%
AIM
125
Anchor Investment Management
South Carolina
$29K – – –
2 3 4
5
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