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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

104 hedge funds and large institutions have $354M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 17 closing their positions.

Holders
104
Holders Change
+3
Holders Change %
+2.97%
% of All Funds
1.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
34
Reduced
30
Closed
17
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$108K

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$13.8M
2
LPL Financial
2
LPL Financial
California
$29.8M
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$6.67M
4
Bank of America
4
Bank of America
North Carolina
$21.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$29.3M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$9.29M
3
EWP
3
Engrave Wealth Partners
Texas
$11.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$49.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.4M 422,282 -31,283 -7%
FFW
2
Fusion Family Wealth
New York
$42.4M 362,571 +15,494 +4%
LPL Financial
3
LPL Financial
California
$29.8M 255,310 +69,004 +37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$29.3M 250,467 +29,350 +13%
Bank of America
5
Bank of America
North Carolina
$21.9M 187,472 +55,567 +42%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.7M 151,539 +23,691 +19%
PAG
7
Private Advisor Group
New Jersey
$13.8M 118,007 +83,936 +246%
UBS Group
8
UBS Group
Switzerland
$12M 102,898 +8,033 +8%
EWP
9
Engrave Wealth Partners
Texas
$11.6M 98,988 -33,008 -25%
AA
10
Ancora Advisors
Ohio
$9.53M 81,503 – –
Wells Fargo
11
Wells Fargo
California
$9.29M 79,454 -53,397 -40%
NEIRG
12
New England Investment & Retirement Group
Massachusetts
$9.06M 77,521 -259 -0.3%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.51M 72,755 +5,074 +7%
RWA
14
Redhawk Wealth Advisors
Minnesota
$6.67M 57,014 +57,014 New
FHC
15
First Heartland Consultants
Missouri
$6.11M 52,231 -15,630 -23%
PCM
16
Piedmont Capital Management
Montana
$4.98M 41,308 +3,839 +10%
SPC
17
Sigma Planning Corp
Michigan
$4.94M 42,269 -2,652 -6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.2M 35,881 -2,497 -7%
CPC
19
Consolidated Planning Corp
Georgia
$3.47M 29,668 +4,032 +16%
NA
20
NewEdge Advisors
Louisiana
$3.24M 27,707 +7 +0%
Goldman Sachs
21
Goldman Sachs
New York
$3.12M 26,689 – –
Truist Financial
22
Truist Financial
North Carolina
$2.93M 25,085 -4,614 -16%
FEM
23
Fulcrum Equity Management
Texas
$2.86M 24,458 -254 -1%
FA
24
Fermata Advisors
California
$2.72M 23,296 +23,296 New
RJA
25
Raymond James & Associates
Florida
$2.67M 22,870 -8,329 -27%
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