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Invesco S&P SmallCap 600 Revenue ETF

177 hedge funds and large institutions have $875M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+4
Holders Change %
+2.31%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
65
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
126
WBI Investments
New Jersey
$256K -$547K -12,771 -68%
Comerica Bank
127
Comerica Bank
Texas
$255K -$6.72K -157 -3%
MAM
128
MWA Asset Management
Massachusetts
$250K +$250K +5,850 New
PCM
129
Parsons Capital Management
Rhode Island
$250K
UWM
130
USAdvisors Wealth Management
Minnesota
$228K -$2.23M -52,370 -91%
9WM
131
9258 Wealth Management
Ohio
$228K -$1.03K -24 -0.4%
BRWA
132
B. Riley Wealth Advisors
Florida
$227K +$22.7K +623 +11%
BFWM
133
Bright Futures Wealth Management
New York
$212K +$212K +5,343 New
PAS
134
Park Avenue Securities
New York
$211K
SWA
135
Stratos Wealth Advisors
Ohio
$210K -$27.3K -637 -11%
CBFP
136
Cedar Brook Financial Partners
Ohio
$209K +$209K +4,872 New
KWM
137
Kingsview Wealth Management
Oregon
$203K -$252K -5,878 -55%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$178K +$178K +4,163 New
MSG
139
Main Street Group
Virginia
$176K +$91.1K +2,136 +107%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$154K -$3.3K -77 -2%
PTC
141
Private Trust Company
Ohio
$151K +$112K +2,627 +292%
LC
142
Lindbrook Capital
California
$128K
CF
143
Centaurus Financial
California
$123K -$597K -13,999 -83%
CA
144
Crewe Advisors
Utah
$115K
RFA
145
Register Financial Advisors
Georgia
$94.9K +$94.9K +2,217 New
BWP
146
Baldwin Wealth Partners
Massachusetts
$92K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$88K +$215 +5 +0.2%
CFD
148
Creative Financial Designs
Indiana
$83.4K
VNA
149
Valley National Advisers
Pennsylvania
$62K +$62K +1,458 New
CAL
150
Capital Analysts LLC
Pennsylvania
$55K +$55K +1,292 New