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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 %
CA
101
Cetera Advisors
Colorado
$451K -$21.9K -528 -5%
KWM
102
Kingsview Wealth Management
Oregon
$440K +$55.5K +1,339 +14%
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$437K +$155K +3,731 +55%
TFGT
104
TS Financial Group (TSFG)
Illinois
$436K +$119K +2,861 +37%
NIWA
105
New Insight Wealth Advisors
California
$410K +$410K +9,900 New
MCM
106
MAI Capital Management
Ohio
$408K +$1.57K +38 +0.4%
SF
107
Synovus Financial
Georgia
$386K +$386K +9,307 New
IWM
108
IHT Wealth Management
Illinois
$357K +$373 +9 +0.1%
Bessemer Group
109
Bessemer Group
New Jersey
$351K – – –
SAM
110
S.A. Mason
Michigan
$350K -$8.29K -200 -2%
PHWM
111
Pine Harbor Wealth Management
Maryland
$338K +$338K +8,169 New
SWP
112
Summit Wealth Partners
Florida
$336K – – –
CL
113
Choreo LLC
Illinois
$336K -$2.24K -54 -0.7%
Fiera Capital (Canada)
114
Fiera Capital (Canada)
Quebec, Canada
$325K – – –
FFN
115
Focus Financial Network
Minnesota
$310K +$310K +7,487 New
TB
116
Treynor Bancshares
Iowa
$290K +$1.16K +28 +0.4%
AWS
117
Atria Wealth Solutions
New York
$282K +$17.9K +433 +7%
IGWM
118
ICA Group Wealth Management
Colorado
$277K -$3.42M -82,612 -93%
BAM
119
Belpointe Asset Management
Nevada
$262K +$8.95K +216 +4%
FHC
120
First Heartland Consultants
Missouri
$261K -$55.9K -1,350 -18%
GC
121
Guidance Capital
Kentucky
$257K +$257K +6,213 New
Comerica Bank
122
Comerica Bank
Texas
$253K -$249 -6 -0.1%
Fisher Asset Management
123
Fisher Asset Management
Washington
$244K +$244K +5,888 New
PCM
124
Parsons Capital Management
Rhode Island
$242K – – –
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$238K +$5.14K +124 +2%
3 4
5
6 7