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Invesco S&P SmallCap 600 Revenue ETF

192 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

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

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
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
126
OneAscent Financial Services
Alabama
$306K -$338 -7 -0.1%
PWS
127
Proactive Wealth Strategies
Georgia
$300K -$7.39K -153 -2%
IWC
128
Integrated Wealth Concepts
Massachusetts
$291K +$4.01K +83 +1%
IWA
129
Integrity Wealth Advisors
California
$291K -$408K -8,447 -59%
PCM
130
Parsons Capital Management
Rhode Island
$285K
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$270K -$353K -7,307 -57%
MF
132
Meridian Financial
Massachusetts
$268K +$23.9K +495 +10%
MAM
133
MWA Asset Management
Massachusetts
$265K -$39.1K -810 -13%
KPWS
134
Kestra Private Wealth Services
Texas
$261K +$13.7K +284 +6%
MMA
135
Miracle Mile Advisors
California
$257K +$725 +15 +0.3%
PS
136
Principal Securities
Iowa
$252K -$8.79K -182 -3%
MF
137
Montis Financial
Massachusetts
$245K -$41.9K -867 -15%
TAM
138
Titleist Asset Management
Texas
$233K -$4.11K -85 -2%
SEIA
139
Signature Estate & Investment Advisors
California
$231K +$676 +14 +0.3%
BHBT
140
Burke & Herbert Bank & Trust
Virginia
$230K +$228K +4,726 New
BFF
141
Byrne Financial Freedom
Massachusetts
$222K -$1.55K -32 -0.7%
WA
142
Waverly Advisors
Alabama
$218K
NWM
143
Nova Wealth Management
Florida
$218K +$31.5K +652 +17%
JWCA
144
J.W. Cole Advisors
Florida
$217K -$69.2K -1,433 -24%
FFA
145
Farther Finance Advisors
California
$216K -$2.46K -51 -1%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$207K -$11.6K -241 -5%
BWP
147
Balboa Wealth Partners
Arizona
$203K +$145 +3 +0.1%
LWM
148
Lodestone Wealth Management
Washington
$191K +$190K +3,925 New
FHA
149
Flagship Harbor Advisors
Massachusetts
$182K +$180K +3,735 New
FCAS
150
First Command Advisory Services
Texas
$174K