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Invesco S&P SmallCap 600 Revenue ETF

191 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

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
191
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
MC
101
Moors & Cabot
Massachusetts
$523K
NFG
102
Nations Financial Group
Iowa
$517K
Natixis Advisors
103
Natixis Advisors
Massachusetts
$506K
AWM
104
Avior Wealth Management
Nebraska
$493K
EH
105
Equitable Holdings
New York
$475K
SOS
106
Silver Oak Securities
Tennessee
$469K
NIWA
107
New Insight Wealth Advisors
California
$468K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$463K
HighTower Advisors
109
HighTower Advisors
Illinois
$448K
EWA
110
EP Wealth Advisors
California
$421K
KFP
111
KMG Fiduciary Partners
Ohio
$419K
SAM
112
S.A. Mason
Michigan
$410K
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$401K
Marshall Wace
114
Marshall Wace
United Kingdom
$386K
Fiera Capital (Canada)
115
Fiera Capital (Canada)
Quebec, Canada
$383K
BPA
116
Beacon Pointe Advisors
California
$382K
AO
117
Advisor OS
Illinois
$365K
CFG
118
Cornerstone Financial Group
Nebraska
$358K
WMWM
119
Whitaker-Myers Wealth Managers
Ohio
$355K
IAS
120
Insigneo Advisory Services
Florida
$339K
PHWM
121
Pine Harbor Wealth Management
Maryland
$337K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$333K
HCM
123
Hall Capital Management
Rhode Island
$326K
WEG
124
World Equity Group
Illinois
$313K
TCOT
125
Trust Company of Toledo
Ohio
$310K