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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
IWC
126
Integrated Wealth Concepts
Massachusetts
$291K
IWA
127
Integrity Wealth Advisors
California
$291K
PCM
128
Parsons Capital Management
Rhode Island
$285K
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$270K
MF
130
Meridian Financial
Massachusetts
$268K
MAM
131
MWA Asset Management
Massachusetts
$265K
KPWS
132
Kestra Private Wealth Services
Texas
$261K
MMA
133
Miracle Mile Advisors
California
$257K
PS
134
Principal Securities
Iowa
$252K
MF
135
Montis Financial
Massachusetts
$245K
TAM
136
Titleist Asset Management
Texas
$233K
SEIA
137
Signature Estate & Investment Advisors
California
$231K
BHBT
138
Burke & Herbert Bank & Trust
Virginia
$230K
BFF
139
Byrne Financial Freedom
Massachusetts
$222K
WA
140
Waverly Advisors
Alabama
$218K
NWM
141
Nova Wealth Management
Florida
$218K
JWCA
142
J.W. Cole Advisors
Florida
$217K
FFA
143
Farther Finance Advisors
California
$216K
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$207K
BWP
145
Balboa Wealth Partners
Arizona
$203K
LWM
146
Lodestone Wealth Management
Washington
$191K
FHA
147
Flagship Harbor Advisors
Massachusetts
$182K
FCAS
148
First Command Advisory Services
Texas
$174K
Comerica Bank
149
Comerica Bank
Texas
$172K
OP
150
ORG Partners
Indiana
$167K