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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $883M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

1% less capital invested

Capital invested by funds: $893M → $883M (-$9.99M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$523K -$210K -4,348 -29%
NFG
102
Nations Financial Group
Iowa
$517K -$103K -2,142 -17%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$506K +$502K +10,395 New
AWM
104
Avior Wealth Management
Nebraska
$493K +$6.04K +125 +1%
EH
105
Equitable Holdings
New York
$475K -$92K -1,905 -16%
SOS
106
Silver Oak Securities
Tennessee
$469K -$2.42K -50 -0.5%
NIWA
107
New Insight Wealth Advisors
California
$468K -$20.7K -428 -4%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$463K +$163K +3,377 +55%
HighTower Advisors
109
HighTower Advisors
Illinois
$448K +$120K +2,488 +37%
EWA
110
EP Wealth Advisors
California
$421K +$418K +8,649 New
KFP
111
KMG Fiduciary Partners
Ohio
$419K -$48 -1 -0%
SAM
112
S.A. Mason
Michigan
$410K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$401K +$48 +1 +0%
Marshall Wace
114
Marshall Wace
United Kingdom
$386K +$383K +7,929 New
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$383K
BPA
116
Beacon Pointe Advisors
California
$382K -$6.28K -130 -2%
AO
117
Advisor OS
Illinois
$365K
CFG
118
Cornerstone Financial Group
Nebraska
$358K +$1.01K +21 +0.3%
WMWM
119
Whitaker-Myers Wealth Managers
Ohio
$355K +$81.8K +1,693 +30%
IAS
120
Insigneo Advisory Services
Florida
$339K +$7.25K +150 +2%
PHWM
121
Pine Harbor Wealth Management
Maryland
$337K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$333K +$48 +1 +0%
HCM
123
Hall Capital Management
Rhode Island
$326K
WEG
124
World Equity Group
Illinois
$313K +$821 +17 +0.3%
TCOT
125
Trust Company of Toledo
Ohio
$310K