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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 %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$28.2K +$17.1K +413 +154%
CFGS
152
Concourse Financial Group Securities
Alabama
$23.2K -$704 -17 -3%
OAJ
153
Ogorek Anthony Joseph
New York
$17K – – –
PCWA
154
Pacific Capital Wealth Advisors
California
$16.2K +$16.2K +390 New
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$16K – – –
NA
156
Nordwand Advisors
Pennsylvania
$14.5K – – –
IWP
157
IAG Wealth Partners
Wisconsin
$14.3K – – –
SL
158
Salomon & Ludwin
Virginia
$10.9K – – –
GJIA
159
Glass Jacobson Investment Advisors
Maryland
$9.32K – – –
AF
160
Allworth Financial
California
$6.59K +$6.59K +159 New
KFS
161
Kelly Financial Services
Massachusetts
$6.22K – – –
CFO
162
CVA Family Office
Colorado
$5.14K +$5.14K +124 New
BC
163
Bartlett & Co
Ohio
$5K +$4.74K +111 +1,850%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$4.91K +$4.66K +111 +1,850%
MA
165
MCF Advisors
Kentucky
$4.1K -$8.33K -201 -67%
BHWM
166
Beaird Harris Wealth Management
Texas
$3.84K +$41 +1 +1%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$3.81K +$3.81K +92 New
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.73K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$3.6K – – –
IRC
170
Investors Research Corp
Georgia
$3.23K – – –
SWM
171
Spire Wealth Management
Virginia
$2.06K +$39 +1 +2%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HNB
173
Huntington National Bank
Ohio
$52 -$52 – –
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$41 +$41 +1 New
ST
175
Sageworth Trust
Pennsylvania
– -$4.64M -127,419 Closed
4 5 6
7
8