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Invesco S&P SmallCap 600 Revenue ETF

194 hedge funds and large institutions have $989M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
33
Increased
77
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MC
101
Moors & Cabot
Massachusetts
$785K +$9.34K +204 +1%
BAM
102
Belpointe Asset Management
Nevada
$773K -$60.3K -1,351 -7%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$729K -$3.52M -76,826 -83%
CA
104
Claro Advisors
Massachusetts
$727K -$503 -11 -0.1%
NIWA
105
New Insight Wealth Advisors
California
$692K +$332K +7,261 +92%
NFG
106
Nations Financial Group
Iowa
$676K -$19.7K -431 -3%
GWM
107
Geneos Wealth Management
Colorado
$643K +$25.5K +557 +4%
SFS
108
Sowell Financial Services
Arkansas
$643K +$643K +14,046 New
WEG
109
World Equity Group
Illinois
$619K +$305K +6,672 +97%
MF
110
Montis Financial
Massachusetts
$593K +$593K +12,956 New
TAM
111
Titleist Asset Management
Texas
$582K -$5.86K -128 -1%
OFS
112
OneAscent Financial Services
Alabama
$573K +$573K +12,520 New
Brown Advisory
113
Brown Advisory
Maryland
$562K
WA
114
Whipplewood Advisors
Colorado
$560K +$560K +12,227 New
MFGM
115
Marshall Financial Group (Maryland)
Maryland
$556K -$8.24K -180 -1%
LA
116
LPF Advisors
Florida
$551K +$11.3K +247 +2%
TFGT
117
TS Financial Group (TSFG)
Illinois
$530K +$45.9K +1,003 +9%
RC
118
Rovin Capital
Arizona
$525K +$179K +3,909 +52%
JMFC
119
J.M. Forbes & Co
Massachusetts
$521K +$521K +11,389 New
IAA
120
Independent Advisor Alliance
North Carolina
$516K +$516K +11,277 New
IWA
121
Integrity Wealth Advisors
California
$513K +$513K +11,201 New
RPGNY
122
Retirement Planning Group (New York)
New York
$511K +$511K +11,158 New
MW
123
Maia Wealth
Colorado
$494K +$494K +10,354 New
EWA
124
EP Wealth Advisors
California
$488K +$272K +5,936 +126%
GS
125
GTS Securities
New York
$456K -$7.51K -164 -2%