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Invesco S&P SmallCap 600 Revenue ETF

186 hedge funds and large institutions have $893M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $833M → $893M (+$60.1M)

2% more funds holding

Funds holding: 182186 (+4)

0.71% more ownership

Funds ownership: 54.91%55.62% (+0.71%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
73
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
101
TS Financial Group (TSFG)
Illinois
$561K +$24.6K +530 +5%
CWM
102
Copia Wealth Management
Oregon
$552K +$91.5K +1,974 +21%
KFI
103
Key Financial Inc
Pennsylvania
$521K +$186K +4,020 +60%
Citadel Advisors
104
Citadel Advisors
Florida
$520K -$4.32M -93,257 -90%
NIWA
105
New Insight Wealth Advisors
California
$485K -$76.1K -1,643 -14%
AWM
106
Avior Wealth Management
Nebraska
$483K +$463K +10,000 New
SOS
107
Silver Oak Securities
Tennessee
$463K +$278 +6 +0.1%
WIA
108
World Investment Advisors
California
$426K +$1.02K +22 +0.3%
KFP
109
KMG Fiduciary Partners
Ohio
$416K
SAM
110
S.A. Mason
Michigan
$407K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$397K -$29.9K -646 -7%
BPA
112
Beacon Pointe Advisors
California
$385K +$370K +7,980 New
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$379K
AO
114
Advisor OS
Illinois
$362K
CFG
115
Cornerstone Financial Group
Nebraska
$354K +$1.02K +22 +0.3%
Bessemer Group
116
Bessemer Group
New Jersey
$341K
PHWM
117
Pine Harbor Wealth Management
Maryland
$334K
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$332K +$93 +2 +0%
IAS
119
Insigneo Advisory Services
Florida
$329K -$834 -18 -0.3%
HighTower Advisors
120
HighTower Advisors
Illinois
$324K -$579K -12,497 -65%
HCM
121
Hall Capital Management
Rhode Island
$324K
WEG
122
World Equity Group
Illinois
$310K -$8.8K -190 -3%
TCOT
123
Trust Company of Toledo
Ohio
$307K +$295K +6,365 New
PWS
124
Proactive Wealth Strategies
Georgia
$304K +$3.38K +73 +1%
OFS
125
OneAscent Financial Services
Alabama
$304K -$10.2K -221 -3%