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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $946M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
32
Increased
68
Reduced
49
Closed
9
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$366K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Ameriprise
2
Ameriprise
Minnesota
$61.1M
3
Wells Fargo
3
Wells Fargo
California
$27M
4
Bank of America
4
Bank of America
North Carolina
$45.1M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$10.8M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
JIR
2
James Investment Research
Ohio
$2.35M
3
IGWM
3
ICA Group Wealth Management
Colorado
$277K
4
CPC
4
Consolidated Planning Corp
Georgia
$8.39M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
126
B. Riley Wealth Advisors
Florida
$233K -$25.8K -623 -10%
SWA
127
Stratos Wealth Advisors
Ohio
$230K -$2.57K -62 -1%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$225K -$27.8K -671 -11%
9WM
129
9258 Wealth Management
Ohio
$221K +$221K +5,343 New
MTWM
130
Masso Torrence Wealth Management
New Jersey
$216K -$2.3M -55,470 -91%
EWA
131
EP Wealth Advisors
California
$215K +$215K +5,184 New
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$212K +$212K +5,122 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$211K +$211K +5,102 New
PAS
134
Park Avenue Securities
New York
$204K -$579K -13,997 -74%
FCA
135
FinTrust Capital Advisors
South Carolina
$180K – – –
Fidelity Investments
136
Fidelity Investments
Massachusetts
$152K +$12.6K +305 +9%
TRCT
137
Tower Research Capital (TRC)
New York
$139K +$138K +3,323 +7,728%
LC
138
Lindbrook Capital
California
$124K – – –
CA
139
Crewe Advisors
Utah
$111K +$111K +2,680 New
BWP
140
Baldwin Wealth Partners
Massachusetts
$89K – – –
BFEC
141
Benjamin F. Edwards & Company
Missouri
$85K +$291 +7 +0.3%
MSG
142
Main Street Group
Virginia
$82.9K +$82.9K +2,001 New
CFD
143
Creative Financial Designs
Indiana
$80.7K +$80.7K +1,948 New
HPC
144
HM Payson & Co
Maine
$52K – – –
TF
145
Tompkins Financial
New York
$41.4K -$12.7K -306 -23%
PTC
146
Private Trust Company
Ohio
$37.3K – – –
PA
147
Parallel Advisors
California
$34.2K +$34.2K +825 New
WIA
148
Wetzel Investment Advisors
Indiana
$34K +$34K +810 New
FCAS
149
First Command Advisory Services
Texas
$33.7K – – –
AIM
150
Anchor Investment Management
South Carolina
$32.2K – – –
4 5
6
7 8