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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$9.46M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.38M
3
PAG
3
Private Advisor Group
New Jersey
$25.2M
4
ACP
4
Aveo Capital Partners
Colorado
$5.28M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$57.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36M
3
OBWG
3
Onyx Bridge Wealth Group
New York
$3.15M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.2M
5
Bank of America
5
Bank of America
North Carolina
$44M
Name Market Value Shares Shares
Change 		Shares
Change %
Brown Advisory
101
Brown Advisory
Maryland
$542K 12,666 +1,500 +13%
OFS
102
OneAscent Financial Services
Alabama
$499K 11,667 +161 +1%
LA
103
LPF Advisors
Florida
$497K 11,605 +575 +5%
GC
104
Guidance Capital
Kentucky
$482K 12,140 +5,927 +95%
SA
105
SpiderRock Advisors
Delaware
$453K 11,196 +11,196 New
TFGT
106
TS Financial Group (TSFG)
Illinois
$450K 10,514 +1 +0%
MCM
107
MAI Capital Management
Ohio
$441K 10,309 +468 +5%
BAM
108
Belpointe Asset Management
Nevada
$435K 10,163 +3,838 +61%
NIWA
109
New Insight Wealth Advisors
California
$416K 9,720 -180 -2%
WEG
110
World Equity Group
Illinois
$383K 8,944 +8,944 New
IWM
111
IHT Wealth Management
Illinois
$378K 8,826 +208 +2%
CA
112
Cetera Advisors
Colorado
$377K 8,807 -2,079 -19%
FHC
113
First Heartland Consultants
Missouri
$370K 6,306 – –
Bessemer Group
114
Bessemer Group
New Jersey
$363K 8,478 – –
SAM
115
S.A. Mason
Michigan
$362K 8,455 – –
PHWM
116
Pine Harbor Wealth Management
Maryland
$350K 8,169 – –
SWP
117
Summit Wealth Partners
Florida
$347K 8,115 – –
CA
118
Calton & Associates
Florida
$342K 7,989 -3,636 -31%
Fiera Capital (Canada)
119
Fiera Capital (Canada)
Quebec, Canada
$336K 7,851 – –
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$330K 7,712 +2,283 +42%
CL
121
Choreo LLC
Illinois
$330K 7,707 -393 -5%
TB
122
Treynor Bancshares
Iowa
$299K 6,988 – –
IGWM
123
ICA Group Wealth Management
Colorado
$284K 6,625 -71 -1%
Prudential Financial
124
Prudential Financial
New Jersey
$272K 6,359 +6,359 New
FHA
125
Flagship Harbor Advisors
Massachusetts
$272K 6,352 +6,352 New
3 4
5
6 7