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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
Comerica Bank
151
Comerica Bank
Texas
$172K +$10.3K +214 +6%
OP
152
ORG Partners
Indiana
$167K +$48.3K +1,000 +41%
WA
153
Whipplewood Advisors
Colorado
$159K
US Bancorp
154
US Bancorp
Minnesota
$118K +$7.73K +160 +7%
AF
155
Allworth Financial
California
$117K +$77.3K +1,600 +201%
CFD
156
Creative Financial Designs
Indiana
$94.9K
ACA
157
Aptus Capital Advisors
Alabama
$85.5K -$40.8K -844 -32%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$81K -$26.6K -550 -25%
EWP
159
Elevation Wealth Partners
California
$69.6K
HPC
160
HM Payson & Co
Maine
$61.1K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$54.8K
AC
162
AlphaCore Capital
California
$45.2K +$34.6K +717 +341%
CAL
163
Capital Analysts LLC
Pennsylvania
$45K
AG
164
AmeriFlex Group
Nevada
$42K +$41.7K +863 New
AIM
165
Anchor Investment Management
South Carolina
$37.9K
GWM
166
Greenline Wealth Management
Florida
$31K +$30.8K +637 New
PTC
167
Private Trust Company
Ohio
$30.3K -$13.4K -278 -31%
TF
168
Tompkins Financial
New York
$22.2K
OAJ
169
Ogorek Anthony Joseph
New York
$20K +$48 +1 +0.2%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$19.6K -$290 -6 -1%
SEP
171
Signature Equity Partners
Ohio
$17.5K +$17.4K +360 New
T
172
Tidemark
California
$17.1K -$21.8K -452 -56%
NS
173
NBC Securities
Alabama
$13.1K
FFA
174
Founders Financial Alliance
North Carolina
$11.7K +$11.6K +240 New
AWM
175
AE Wealth Management
Kansas
$11.7K -$725 -15 -6%