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Invesco S&P SmallCap 600 Revenue ETF

101 hedge funds and large institutions have $359M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+14
Holders Change %
+16.09%
% of All Funds
1.76%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
35
Reduced
22
Closed
8
Calls
$313K
Puts
Net Calls
+$313K
Net Calls Change
+$97K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.6M 453,565 +148,709 +49%
FFW
2
Fusion Family Wealth
New York
$41.8M 347,077 -21,960 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.6M 221,117 +54,066 +32%
LPL Financial
4
LPL Financial
California
$22.4M 186,306 +32,446 +21%
Wells Fargo
5
Wells Fargo
California
$16M 132,851 +50,343 +61%
EWP
6
Engrave Wealth Partners
Texas
$15.9M 131,996 +131,996 New
Bank of America
7
Bank of America
North Carolina
$15.9M 131,905 +40,049 +44%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.4M 127,848 +104,872 +456%
PS
9
Portfolio Strategies
New York
$13.8M 114,846 +114,846 New
UBS Group
10
UBS Group
Switzerland
$11.4M 94,865 -5,419 -5%
AA
11
Ancora Advisors
Ohio
$9.82M 81,503
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$9.37M 77,780 +77,780 New
FHC
13
First Heartland Consultants
Missouri
$8.18M 67,861 +928 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.15M 67,681 +18,288 +37%
SPC
15
Sigma Planning Corp
Michigan
$5.41M 44,921 +13,575 +43%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.62M 38,378 +35,028 +1,046%
PCM
17
Piedmont Capital Management
Montana
$4.54M 37,469 +37,469 New
PAG
18
Private Advisor Group
New Jersey
$4.11M 34,071 +7,783 +30%
RJA
19
Raymond James & Associates
Florida
$3.76M 31,199 +21,063 +208%
Truist Financial
20
Truist Financial
North Carolina
$3.58M 29,699 +9,003 +44%
NA
21
NewEdge Advisors
Louisiana
$3.34M 27,700 -16 -0.1%
Goldman Sachs
22
Goldman Sachs
New York
$3.22M 26,689
Citadel Advisors
23
Citadel Advisors
Florida
$3.2M 26,590 +26,590 New
CPC
24
Consolidated Planning Corp
Georgia
$3.09M 25,636 +25,636 New
AFP
25
Ausdal Financial Partners
Iowa
$3.03M 25,165 +626 +3%