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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

173 hedge funds and large institutions have $946M invested in Invesco S&P SmallCap 600 Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
32
Increased
68
Reduced
49
Closed
9
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$366K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
WWS
2
Wellington Wealth Strategies
Indiana
$12M
3
Ameriprise
3
Ameriprise
Minnesota
$61.1M
4
Wells Fargo
4
Wells Fargo
California
$27M
5
Bank of America
5
Bank of America
North Carolina
$45.1M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$0
2
JIR
2
James Investment Research
Ohio
$2.35M
3
IGWM
3
ICA Group Wealth Management
Colorado
$277K
4
CPC
4
Consolidated Planning Corp
Georgia
$8.39M
5
MTWM
5
Masso Torrence Wealth Management
New Jersey
$216K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$177M 4,267,934 +2,144,251 +101%
LPL Financial
2
LPL Financial
California
$121M 2,919,804 +88,233 +3%
Ameriprise
3
Ameriprise
Minnesota
$61.1M 1,474,986 +276,560 +23%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$52.1M 1,258,685 +40,040 +3%
FFW
5
Fusion Family Wealth
New York
$50.1M 1,210,235 +7,280 +0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$49.2M 1,187,975 -21,703 -2%
Bank of America
7
Bank of America
North Carolina
$45.1M 1,088,824 +120,504 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$39M 942,146 -28,421 -3%
Wells Fargo
9
Wells Fargo
California
$27M 651,273 +121,178 +23%
UBS Group
10
UBS Group
Switzerland
$21.5M 518,676 +4,371 +0.8%
PAG
11
Private Advisor Group
New Jersey
$17M 409,260 -6,084 -1%
WAM
12
WFA Asset Management
Wisconsin
$13.8M 332,439 +10,166 +3%
AA
13
Ancora Advisors
Ohio
$12.9M 310,440 -69 -0%
Stifel Financial
14
Stifel Financial
Missouri
$12.7M 306,358 -41,451 -12%
HP
15
Hyperion Partners
Pennsylvania
$12.6M 303,155 +6,600 +2%
WWS
16
Wellington Wealth Strategies
Indiana
$12M 289,432 +289,432 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 274,126 -23,914 -8%
OBWG
18
Onyx Bridge Wealth Group
New York
$10.8M 261,719 +111,373 +74%
RJA
19
Raymond James & Associates
Florida
$10.3M 248,010 +79,778 +47%
Mariner
20
Mariner
Kansas
$9.3M 224,483 -788 -0.3%
GW
21
GW & Wade
Massachusetts
$8.88M 214,411 +771 +0.4%
CW
22
Connectus Wealth
Ohio
$8.49M 204,808 -3,093 -1%
CPC
23
Consolidated Planning Corp
Georgia
$8.39M 202,464 -61,044 -23%
CAN
24
Cetera Advisor Networks
California
$8.24M 198,835 +1,450 +0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.1M 171,376 +35,960 +27%
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