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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

137 hedge funds and large institutions have $539M invested in Invesco S&P SmallCap 600 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+7
Holders Change %
+5.38%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
21
Increased
57
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$60M
2
HP
2
Hyperion Partners
Pennsylvania
$9.8M
3
Wells Fargo
3
Wells Fargo
California
$21.7M
4
Mariner
4
Mariner
Kansas
$8.86M
5
CAN
5
Cetera Advisor Networks
California
$7.86M

Top Sellers

1
CPC
1
Consolidated Planning Corp
Georgia
$1.01M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.7M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
SPC
4
Sigma Planning Corp
Michigan
$2.54M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$60M 552,831 +135,606 +33%
Morgan Stanley
2
Morgan Stanley
New York
$52.4M 482,889 +51,854 +12%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$45.7M 421,232 -30,020 -7%
FFW
4
Fusion Family Wealth
New York
$42.1M 387,632 +25,061 +7%
Ameriprise
5
Ameriprise
Minnesota
$34.3M 307,982 +40,053 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34M 313,510 +48,096 +18%
Bank of America
7
Bank of America
North Carolina
$27.2M 250,978 +1,947 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$24.6M 226,976 +18,567 +9%
UBS Group
9
UBS Group
Switzerland
$22.3M 205,686 +23,094 +13%
Wells Fargo
10
Wells Fargo
California
$21.7M 199,516 +89,777 +82%
AA
11
Ancora Advisors
Ohio
$11.1M 101,979 +3,774 +4%
HP
12
Hyperion Partners
Pennsylvania
$9.8M 90,337 +90,337 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$9.6M 88,415 +4,511 +5%
Mariner
14
Mariner
Kansas
$8.86M 81,632 +81,632 New
FA
15
Fermata Advisors
California
$8.77M 80,828 +42,938 +113%
CAN
16
Cetera Advisor Networks
California
$7.86M 72,462 +53,779 +288%
NWM
17
NEIRG Wealth Management
Massachusetts
$7.46M 68,748 -1,559 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.14M 38,154 +17,870 +88%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4M 36,850 -3,167 -8%
WAM
20
WFA Asset Management
Wisconsin
$3.96M 36,480 +26,349 +260%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.84M 35,340 +4,958 +16%
GIA
22
Gladstone Institutional Advisory
Florida
$3.61M 33,267 +10,043 +43%
DWP
23
Destiny Wealth Partners
Florida
$3.54M 32,604 +1,503 +5%
RJA
24
Raymond James & Associates
Florida
$3.53M 32,562 +20,553 +171%
MTWM
25
Masso Torrence Wealth Management
New Jersey
$3.26M 30,000 +8,508 +40%
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