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Invesco S&P SmallCap 600 Revenue ETF

180 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

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $886M → $821M (-$65.1M)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
101
New Insight Wealth Advisors
California
$506K
RPGNY
102
Retirement Planning Group (New York)
New York
$504K
EWA
103
EP Wealth Advisors
California
$489K
TFGT
104
TS Financial Group (TSFG)
Illinois
$480K
SOS
105
Silver Oak Securities
Tennessee
$415K
CWM
106
Copia Wealth Management
Oregon
$409K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$384K
WIA
108
World Investment Advisors
California
$381K
KFP
109
KMG Fiduciary Partners
Ohio
$373K
SAM
110
S.A. Mason
Michigan
$365K
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$340K
EH
112
Equitable Holdings
New York
$340K
AO
113
Advisor OS
Illinois
$325K
CFG
114
Cornerstone Financial Group
Nebraska
$317K
TSS
115
Two Sigma Securities
New York
$312K
MF
116
Montis Financial
Massachusetts
$307K
Bessemer Group
117
Bessemer Group
New Jersey
$306K
PHWM
118
Pine Harbor Wealth Management
Maryland
$299K
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$295K
IAS
120
Insigneo Advisory Services
Florida
$295K
MAM
121
MWA Asset Management
Massachusetts
$291K
HCM
122
Hall Capital Management
Rhode Island
$290K
KFI
123
Key Financial Inc
Pennsylvania
$289K
AWS
124
Atria Wealth Solutions
New York
$289K
WEG
125
World Equity Group
Illinois
$286K