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Invesco S&P SmallCap 600 Revenue ETF

179 hedge funds and large institutions have $821M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-13
Holders Change %
-6.77%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
69
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NIWA
101
New Insight Wealth Advisors
California
$506K -$87.5K -2,022 -15%
RPGNY
102
Retirement Planning Group (New York)
New York
$504K +$14K +324 +3%
EWA
103
EP Wealth Advisors
California
$489K +$27.6K +637 +6%
TFGT
104
TS Financial Group (TSFG)
Illinois
$480K +$2.21K +51 +0.5%
SOS
105
Silver Oak Securities
Tennessee
$415K
CWM
106
Copia Wealth Management
Oregon
$409K +$21.3K +492 +5%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$384K +$142K +3,274 +59%
WIA
108
World Investment Advisors
California
$381K -$1.18M -27,306 -76%
KFP
109
KMG Fiduciary Partners
Ohio
$373K -$553K -12,782 -60%
SAM
110
S.A. Mason
Michigan
$365K
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$340K
EH
112
Equitable Holdings
New York
$340K +$62.2K +1,437 +22%
AO
113
Advisor OS
Illinois
$325K +$325K +7,500 New
CFG
114
Cornerstone Financial Group
Nebraska
$317K +$823 +19 +0.3%
TSS
115
Two Sigma Securities
New York
$312K +$312K +7,206 New
MF
116
Montis Financial
Massachusetts
$307K -$68.4K -1,581 -18%
Bessemer Group
117
Bessemer Group
New Jersey
$306K -$4.33K -100 -1%
PHWM
118
Pine Harbor Wealth Management
Maryland
$299K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$295K +$23.8K +549 +9%
IAS
120
Insigneo Advisory Services
Florida
$295K -$11.2K -259 -4%
MAM
121
MWA Asset Management
Massachusetts
$291K -$93K -2,149 -24%
HCM
122
Hall Capital Management
Rhode Island
$290K
KFI
123
Key Financial Inc
Pennsylvania
$289K +$289K +6,686 New
AWS
124
Atria Wealth Solutions
New York
$289K -$265K -6,127 -48%
WEG
125
World Equity Group
Illinois
$286K -$26.3K -607 -8%