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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

70 hedge funds and large institutions have $157M invested in Invesco S&P SmallCap 600 Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWS
1
Wellington Wealth Strategies
Indiana
$12M
2
Bank of America
2
Bank of America
North Carolina
$12.6M
3
Wells Fargo
3
Wells Fargo
California
$6.44M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.14M
5
FAIM
5
Financial Advocates Investment Management
Washington
$625K

Top Sellers

1
TF
1
Tompkins Financial
New York
$202K
2
LPL Financial
2
LPL Financial
California
$8.19M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$428K
4
Morgan Stanley
4
Morgan Stanley
New York
$22.5M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
FFW
1
Fusion Family Wealth
New York
$30.3M 373,391 +831 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$22.5M 277,589 -25,435 -8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.9M 171,262 -630 -0.4%
Bank of America
4
Bank of America
North Carolina
$12.6M 155,395 +52,072 +50%
WWS
5
Wellington Wealth Strategies
Indiana
$12M 289,432 +289,432 New
UBS Group
6
UBS Group
Switzerland
$8.43M 103,892 -524 -0.5%
LPL Financial
7
LPL Financial
California
$8.19M 100,936 -42,898 -30%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.14M 88,092 +13,618 +18%
AA
9
Ancora Advisors
Ohio
$6.61M 81,503 – –
Wells Fargo
10
Wells Fargo
California
$6.44M 79,362 +24,938 +46%
PAG
11
Private Advisor Group
New Jersey
$4.62M 56,930 -199 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$2.84M 34,995 -1,268 -3%
CPC
13
Consolidated Planning Corp
Georgia
$2.15M 26,478 +1,360 +5%
PCWA
14
Pacific Capital Wealth Advisors
California
$1.96M 24,130 -1,101 -4%
BSW
15
Buckingham Strategic Wealth
Missouri
$1.94M 23,947 -23,498 -50%
NA
16
NewEdge Advisors
Louisiana
$948K 11,694 -213 -2%
VR
17
Viridian RIA
Washington
$907K 11,183 +124 +1%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$819K 10,104 -36 -0.4%
KA
19
Klingman & Associates
New York
$812K 10,013 – –
RJA
20
Raymond James & Associates
Florida
$804K 9,913 +905 +10%
NFG
21
Nations Financial Group
Iowa
$801K 9,878 +220 +2%
AAS
22
Avantax Advisory Services
Texas
$731K 9,039 -12,185 -57%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$690K 8,507 -20,101 -70%
FAIM
24
Financial Advocates Investment Management
Washington
$625K 7,712 +7,712 New
SPIA
25
Steward Partners Investment Advisory
New York
$600K 7,398 – –
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