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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

121 hedge funds and large institutions have $395M invested in Invesco S&P SmallCap 600 Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
+17
Holders Change %
+16.35%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
26
Increased
50
Reduced
26
Closed
8
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$175K

Top Buyers

1
NWM
1
NEIRG Wealth Management
Massachusetts
$9.55M
2
Bank of America
2
Bank of America
North Carolina
$29.5M
3
LPL Financial
3
LPL Financial
California
$35.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.31M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$4.33M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$0
3
PCM
3
Piedmont Capital Management
Montana
$0
4
FFW
4
Fusion Family Wealth
New York
$41M
5
Truist Financial
5
Truist Financial
North Carolina
$838K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 457,521 +35,239 +8%
FFW
2
Fusion Family Wealth
New York
$41M 333,064 -29,507 -8%
LPL Financial
3
LPL Financial
California
$35.9M 291,635 +36,325 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$34.5M 280,137 +29,670 +12%
Bank of America
5
Bank of America
North Carolina
$29.5M 239,850 +52,378 +28%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.6M 183,827 +32,288 +21%
EWP
7
Engrave Wealth Partners
Texas
$13M 105,514 +6,526 +7%
UBS Group
8
UBS Group
Switzerland
$12.8M 103,577 +679 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M 89,944 +17,189 +24%
AA
10
Ancora Advisors
Ohio
$10.5M 85,041 +3,538 +4%
Wells Fargo
11
Wells Fargo
California
$9.79M 79,476 +22 +0%
NWM
12
NEIRG Wealth Management
Massachusetts
$9.55M 77,560 +77,560 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.38M 51,779 +15,898 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.31M 51,256 +32,758 +177%
PAG
15
Private Advisor Group
New Jersey
$4.33M 35,178 -82,829 -70%
CPC
16
Consolidated Planning Corp
Georgia
$4.18M 33,978 +4,310 +15%
Ameriprise
17
Ameriprise
Minnesota
$3.9M 31,720 +20,594 +185%
NA
18
NewEdge Advisors
Louisiana
$3.48M 28,273 +566 +2%
Goldman Sachs
19
Goldman Sachs
New York
$3.29M 26,689 – –
SPC
20
Sigma Planning Corp
Michigan
$3.16M 25,634 -16,635 -39%
FA
21
Fermata Advisors
California
$3.13M 25,420 +2,124 +9%
OMC
22
Old Mission Capital
Illinois
$2.99M 24,288 +19,965 +462%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.94M 23,908 +11,798 +97%
RJA
24
Raymond James & Associates
Florida
$2.84M 23,042 +172 +0.8%
ZIMP
25
Zimmermann Investment Management & Planning
Pennsylvania
$2.8M 22,751 +22,751 New
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