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Invesco S&P SmallCap 600 Revenue ETF

169 hedge funds and large institutions have $789M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 21 closing their positions.

Holders
169
Holders Change
-8
Holders Change %
-4.52%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
65
Reduced
56
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$113M 2,818,546 -57,909 -2%
Morgan Stanley
2
Morgan Stanley
New York
$87.3M 2,178,557 +7,565 +0.3%
Ameriprise
3
Ameriprise
Minnesota
$67.7M 1,690,076 +264,899 +19%
FFW
4
Fusion Family Wealth
New York
$50.8M 1,267,372 +24,643 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$50.5M 1,261,225 -74,396 -6%
Bank of America
6
Bank of America
North Carolina
$37.2M 929,359 -97,742 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$31.2M 778,288 -63,179 -8%
Osaic Holdings
8
Osaic Holdings
Arizona
$24.7M 615,155 -159,790 -21%
Wells Fargo
9
Wells Fargo
California
$24.2M 604,742 -99,821 -14%
PAG
10
Private Advisor Group
New Jersey
$21.3M 531,789 -56,733 -10%
UBS Group
11
UBS Group
Switzerland
$19.4M 484,368 -22,506 -4%
HP
12
Hyperion Partners
Pennsylvania
$13.4M 333,661 +18,884 +6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 329,948 +31,712 +11%
Stifel Financial
14
Stifel Financial
Missouri
$12.8M 318,634 +4,568 +1%
AA
15
Ancora Advisors
Ohio
$12.6M 315,464 -2,825 -0.9%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$12M 285,261 +47,170 +20%
WAM
17
WFA Asset Management
Wisconsin
$10.3M 257,091 -58,576 -19%
RJA
18
Raymond James & Associates
Florida
$10.1M 251,730 +8,719 +4%
CPC
19
Consolidated Planning Corp
Georgia
$8.75M 218,380 +7,991 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.99M 199,523 -19,503 -9%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.02M 175,208 +128,470 +275%
Mariner
22
Mariner
Kansas
$6.92M 172,696 -79,221 -31%
AI
23
Atria Investments
North Carolina
$6.28M 156,704 +112,339 +253%
SPIA
24
Steward Partners Investment Advisory
New York
$6.26M 156,114 +13,630 +10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.05M 151,026 +13,244 +10%