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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

139 hedge funds and large institutions have $607M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
70
Reduced
31
Closed
10
Calls
–
Puts
$247K
Net Calls
-$247K
Net Calls Change
-$247K

Top Buyers

1
LPL Financial
LPL Financial
California
$80.1M
2
Morgan Stanley
Morgan Stanley
New York
$68M
3
OBWG
Onyx Bridge Wealth Group
New York
$9.54M
4
Ameriprise
Ameriprise
Minnesota
$43.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$43.5M

Top Sellers

1
FA
Fermata Advisors
California
$1.49M
2
SWA
Stratos Wealth Advisors
Ohio
$223K
3
IA
IFP Advisors
Florida
$949K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.37M
5
UBS Group
UBS Group
Switzerland
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$80.1M +$18.1M +483,999 +29%
Morgan Stanley
2
Morgan Stanley
New York
$68M +$13.8M +370,155 +26%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43.5M +$8.34M +222,975 +24%
FFW
4
Fusion Family Wealth
New York
$43.3M -$149K -3,978 -0.3%
Ameriprise
5
Ameriprise
Minnesota
$43.2M +$8.67M +231,822 +25%
Bank of America
6
Bank of America
North Carolina
$34.9M +$6.74M +180,252 +24%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.6M +$4.25M +113,931 +17%
Wells Fargo
8
Wells Fargo
California
$23.1M +$768K +20,532 +3%
UBS Group
9
UBS Group
Switzerland
$21.5M -$1.55M -41,349 -7%
PAG
10
Private Advisor Group
New Jersey
$14M +$2.67M +71,310 +24%
AA
11
Ancora Advisors
Ohio
$11.6M +$148K +3,957 +1%
Mariner
12
Mariner
Kansas
$11.5M +$2.31M +61,812 +25%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$630K +16,848 +6%
HP
14
Hyperion Partners
Pennsylvania
$10.4M +$236K +6,312 +2%
OBWG
15
Onyx Bridge Wealth Group
New York
$9.54M +$9.54M +255,291 New
CAN
16
Cetera Advisor Networks
California
$9.03M +$904K +24,183 +11%
NWM
17
NEIRG Wealth Management
Massachusetts
$8.7M +$986K +26,370 +13%
WAM
18
WFA Asset Management
Wisconsin
$6.91M +$2.82M +75,363 +69%
Stifel Financial
19
Stifel Financial
Missouri
$6.32M +$5.11M +136,620 +424%
RJA
20
Raymond James & Associates
Florida
$5.41M +$1.75M +46,905 +48%
CPC
21
Consolidated Planning Corp
Georgia
$4.4M +$3.35M +89,691 +321%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.21M -$70.7K -1,890 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.13M +$1.61M +42,963 +64%
GIA
24
Gladstone Institutional Advisory
Florida
$3.96M +$226K +6,045 +6%
JIR
25
James Investment Research
Ohio
$3.8M +$1.1M +29,442 +41%
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