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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 %
PWA
176
PCG Wealth Advisors
Kansas
– -$556K -15,265 Closed
FTUS
177
Flow Traders U.S.
New York
– -$526K -14,442 Closed
Renaissance Technologies
178
Renaissance Technologies
New York
– -$302K -8,300 Closed
LSA
179
Lion Street Advisors
Texas
– -$272K -7,455 Closed
HGERS
180
Householder Group Estate & Retirement Specialist
Arizona
– -$244K -6,697 Closed
OA
181
Operose Advisors
Wisconsin
– -$54.6K -1,500 Closed
RIA
182
Realta Investment Advisors
Delaware
– -$14.9K -131 Closed
Citigroup
183
Citigroup
New York
– -$36 -1 Closed
4 5 6 7
8