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Invesco S&P SmallCap 600 Revenue ETF

194 hedge funds and large institutions have $989M invested in Invesco S&P SmallCap 600 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 12 closing their positions.

Holders
194
Holders Change
+14
Holders Change %
+7.78%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
33
Increased
77
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$142M 3,102,472 +192,734 +7%
Morgan Stanley
2
Morgan Stanley
New York
$105M 2,293,895 +69,046 +3%
Ameriprise
3
Ameriprise
Minnesota
$98.1M 2,143,693 +241,111 +13%
Raymond James Financial
4
Raymond James Financial
Florida
$68.1M 1,488,835 +1,488,835 New
FFW
5
Fusion Family Wealth
New York
$62.4M 1,364,167 +33,471 +3%
Bank of America
6
Bank of America
North Carolina
$47.9M 1,046,759 +97,370 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$32.1M 701,574 +56,743 +9%
Wells Fargo
8
Wells Fargo
California
$26.9M 587,436 +8,650 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$24.5M 535,022 -71,496 -12%
PAG
10
Private Advisor Group
New Jersey
$23.7M 517,862 -4,530 -0.9%
UBS Group
11
UBS Group
Switzerland
$22.6M 494,814 +8,286 +2%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$17.3M 377,439 +277,405 +277%
MCM
13
MAI Capital Management
Ohio
$16.9M 369,989 +358,371 +3,085%
CPC
14
Consolidated Planning Corp
Georgia
$15.1M 329,438 +56,732 +21%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$15M 328,767 -49,504 -13%
AA
16
Ancora Advisors
Ohio
$14.4M 315,442 -1,536 -0.5%
Stifel Financial
17
Stifel Financial
Missouri
$13.9M 304,218 -7,520 -2%
WAM
18
WFA Asset Management
Wisconsin
$10.1M 219,992 -6,839 -3%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$8.76M 191,388 +10,568 +6%
SWM
20
SK Wealth Management
Rhode Island
$8.51M 185,904 -49 -0%
Mariner
21
Mariner
Kansas
$8.15M 178,206 +4,178 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.85M 171,578 +9,382 +6%
SA
23
Sanctuary Advisors
Indiana
$6.63M 139,009 +159 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.43M 140,540 -22,566 -14%
OP
25
ORG Partners
Indiana
$5.89M 128,773 +79,485 +161%