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Invesco S&P SmallCap 600 Revenue ETF

194 hedge funds and large institutions have $989M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
33
Increased
77
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$233K +$778 +17 +0.3%
MMA
152
Miracle Mile Advisors
California
$231K +$231K +5,044 New
MF
153
Meridian Financial
Massachusetts
$227K
CA
154
Calton & Associates
Florida
$226K -$155K -3,391 -41%
SEIA
155
Signature Estate & Investment Advisors
California
$224K -$458 -10 -0.2%
UW
156
Unique Wealth
Florida
$220K +$220K +4,800 New
KV
157
Kickstand Ventures
New York
$215K +$4.9K +107 +2%
WA
158
Waverly Advisors
Alabama
$213K +$213K +4,662 New
ISFAN
159
Investor's Fiduciary Advisor Network
Washington
$209K +$209K +4,570 New
WMWM
160
Whitaker-Myers Wealth Managers
Ohio
$205K +$3.11K +68 +2%
PTC
161
Private Trust Company
Ohio
$158K -$2.93K -64 -2%
LC
162
Lindbrook Capital
California
$137K
CA
163
Crewe Advisors
Utah
$123K
FCAS
164
First Command Advisory Services
Texas
$121K +$11.2K +245 +10%
CFD
165
Creative Financial Designs
Indiana
$89.1K
EWP
166
Elevation Wealth Partners
California
$88.3K
SSB
167
Sandy Spring Bank
Maryland
$85.3K +$85.3K +1,864 New
KWM
168
Kiker Wealth Management
Georgia
$81.5K +$81.5K +1,780 New
CAL
169
Capital Analysts LLC
Pennsylvania
$59K
HPC
170
HM Payson & Co
Maine
$57.4K
VNA
171
Valley National Advisers
Pennsylvania
$52K -$13.5K -300 -21%
ACA
172
Aptus Capital Advisors
Alabama
$50.6K +$50.6K +1,105 +110,500%
TF
173
Tompkins Financial
New York
$45.7K
GJIA
174
Glass Jacobson Investment Advisors
Maryland
$36.9K +$26.6K +582 +259%
AIM
175
Anchor Investment Management
South Carolina
$35.6K