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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
126
Tucker Asset Management
Colorado
$19K – – –
OAJ
127
Ogorek Anthony Joseph
New York
$15K – – –
NA
128
Nordwand Advisors
Pennsylvania
$13.1K +$13.1K +351 New
IWP
129
IAG Wealth Partners
Wisconsin
$12.9K – – –
PB
130
Pinnacle Bancorp
Nebraska
$11.3K +$112 +3 +1%
SWM
131
Spire Wealth Management
Virginia
$10.8K +$9.52K +255 +773%
KFS
132
Kelly Financial Services
Massachusetts
$5.61K – – –
BHWM
133
Beaird Harris Wealth Management
Texas
$3.43K +$111 +3 +3%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.37K +$3.37K +90 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$3.25K – – –
IRC
136
Investors Research Corp
Georgia
$2.92K – – –
PFG
137
Piershale Financial Group
Illinois
$2.24K +$2.24K +60 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Citigroup
139
Citigroup
New York
$112 – – –
HNB
140
Huntington National Bank
Ohio
$52 -$52 – –
JWM
141
Jackson Wealth Management
Florida
– -$1.4M -38,748 Closed
PAS
142
Park Avenue Securities
New York
– -$344K -9,501 Closed
HF
143
HRT Financial
New York
– -$279K -7,725 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
– -$239K -6,600 Closed
MCC
145
Money Concepts Capital
Florida
– -$97.8K -2,703 Closed
AF
146
Allworth Financial
California
– -$65.1K -1,800 Closed
RIA
147
Realta Investment Advisors
Delaware
– -$10.9K -303 Closed
ACA
148
Aptus Capital Advisors
Alabama
– -$10.9K -300 Closed
PP
149
PrairieView Partners
Minnesota
– -$5K -147 Closed
FHA
150
First Horizon Advisors
Tennessee
– -$2.93K -81 Closed
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