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Invesco S&P SmallCap 600 Revenue ETF
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Overview Fund Activity

180 hedge funds and large institutions have $932M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
180
Holders Change
+11
Holders Change %
+6.51%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
28
Increased
74
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWS
1
Wellington Wealth Strategies
Indiana
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$87M
3
SWM
3
SK Wealth Management
Rhode Island
$8.52M
4
LPL Financial
4
LPL Financial
California
$133M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.24M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.5M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$2.81M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.52M
4
AI
4
Atria Investments
North Carolina
$3.62M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.39M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$133M 2,909,738 +91,192 +3%
Morgan Stanley
2
Morgan Stanley
New York
$102M 2,224,849 +46,292 +2%
Ameriprise
3
Ameriprise
Minnesota
$87M 1,902,582 +212,506 +13%
FFW
4
Fusion Family Wealth
New York
$60.8M 1,330,696 +63,324 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$59M 1,291,703 +30,478 +2%
Bank of America
6
Bank of America
North Carolina
$43.4M 949,389 +20,030 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$29.5M 644,831 -133,457 -17%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.7M 606,518 -8,637 -1%
Wells Fargo
9
Wells Fargo
California
$26.5M 578,786 -25,956 -4%
PAG
10
Private Advisor Group
New Jersey
$23.9M 522,392 -9,397 -2%
UBS Group
11
UBS Group
Switzerland
$22.2M 486,528 +2,160 +0.4%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.3M 378,271 +48,323 +15%
HP
13
Hyperion Partners
Pennsylvania
$15.9M 348,534 +14,873 +4%
WWS
14
Wellington Wealth Strategies
Indiana
$15.4M 348,743 +348,743 New
AA
15
Ancora Advisors
Ohio
$14.5M 316,978 +1,514 +0.5%
Stifel Financial
16
Stifel Financial
Missouri
$14.2M 311,738 -6,896 -2%
CPC
17
Consolidated Planning Corp
Georgia
$12.5M 272,706 +54,326 +25%
RJA
18
Raymond James & Associates
Florida
$11M 240,210 -11,520 -5%
WAM
19
WFA Asset Management
Wisconsin
$10.4M 226,831 -30,260 -12%
SWM
20
SK Wealth Management
Rhode Island
$8.52M 185,953 +185,953 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$8.27M 180,820 +5,612 +3%
Mariner
22
Mariner
Kansas
$7.95M 174,028 +1,332 +0.8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.46M 163,106 +12,080 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$7.41M 162,196 +40,085 +33%
SFC
25
Swisher Financial Concepts
Ohio
$7.27M 173,823 +74,556 +75%
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