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Invesco S&P SmallCap 600 Revenue ETF

143 hedge funds and large institutions have $693M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
2.26%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
59
Reduced
43
Closed
16
Calls
Puts
$1.75M
Net Calls
-$1.75M
Net Calls Change
-$1.5M
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$101M 886,915 +172,751 +24%
Morgan Stanley
2
Morgan Stanley
New York
$70.7M 623,773 +17,499 +3%
FFW
3
Fusion Family Wealth
New York
$45.1M 397,469 +11,163 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$44.8M 394,636 -23,588 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$42.4M 374,271 -13,564 -3%
Ameriprise
6
Ameriprise
Minnesota
$36.9M 325,715 -59,541 -15%
Bank of America
7
Bank of America
North Carolina
$36.4M 320,576 +9,514 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$30.5M 268,337 +3,384 +1%
Wells Fargo
9
Wells Fargo
California
$25.1M 221,424 +15,064 +7%
UBS Group
10
UBS Group
Switzerland
$21.9M 193,289 +1,386 +0.7%
PAG
11
Private Advisor Group
New Jersey
$14.3M 125,734 +1,259 +1%
Stifel Financial
12
Stifel Financial
Missouri
$12.5M 110,516 +54,225 +96%
AA
13
Ancora Advisors
Ohio
$11.7M 103,050 -248 -0.2%
CPC
14
Consolidated Planning Corp
Georgia
$11.4M 100,538 +61,338 +156%
HP
15
Hyperion Partners
Pennsylvania
$10.9M 95,774 +3,333 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$10.6M 93,729 -302 -0.3%
WAM
17
WFA Asset Management
Wisconsin
$9.96M 87,785 +26,184 +43%
Mariner
18
Mariner
Kansas
$9.95M 87,728 -14,508 -14%
NWM
19
NEIRG Wealth Management
Massachusetts
$8.23M 72,600 -4,938 -6%
CAN
20
Cetera Advisor Networks
California
$7.79M 68,675 -11,848 -15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.74M 50,645 +13,784 +37%
RJA
22
Raymond James & Associates
Florida
$5.58M 49,191 +994 +2%
JIR
23
James Investment Research
Ohio
$5.45M 48,033 +14,145 +42%
GW
24
GW & Wade
Massachusetts
$4.98M 43,950 +34,643 +372%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.73M 41,692 +16,744 +67%