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Invesco S&P SmallCap 600 Revenue ETF

189 hedge funds and large institutions have $851M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 69 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $883M → $851M (-$32.5M)

4% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 72

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Natixis Advisors
101
Natixis Advisors
Massachusetts
$506K
AWM
102
Avior Wealth Management
Nebraska
$493K
EH
103
Equitable Holdings
New York
$475K
SOS
104
Silver Oak Securities
Tennessee
$469K
NIWA
105
New Insight Wealth Advisors
California
$468K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$463K
HighTower Advisors
107
HighTower Advisors
Illinois
$448K
EWA
108
EP Wealth Advisors
California
$421K
KFP
109
KMG Fiduciary Partners
Ohio
$419K
SAM
110
S.A. Mason
Michigan
$410K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$401K
Marshall Wace
112
Marshall Wace
United Kingdom
$386K
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
$383K
BPA
114
Beacon Pointe Advisors
California
$382K
AO
115
Advisor OS
Illinois
$365K
CFG
116
Cornerstone Financial Group
Nebraska
$358K
WMWM
117
Whitaker-Myers Wealth Managers
Ohio
$355K
IAS
118
Insigneo Advisory Services
Florida
$339K
PHWM
119
Pine Harbor Wealth Management
Maryland
$337K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$333K
HCM
121
Hall Capital Management
Rhode Island
$326K
WEG
122
World Equity Group
Illinois
$313K
TCOT
123
Trust Company of Toledo
Ohio
$310K
OFS
124
OneAscent Financial Services
Alabama
$306K
PWS
125
Proactive Wealth Strategies
Georgia
$300K