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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $886M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
19
Increased
76
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$129M +$2.54M +62,401 +2%
Ameriprise
2
Ameriprise
Minnesota
$110M +$23.2M +569,131 +27%
Morgan Stanley
3
Morgan Stanley
New York
$83M -$10.3M -253,600 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$62.5M +$1.91M +46,874 +3%
FFW
5
Fusion Family Wealth
New York
$58M +$2.49M +61,107 +4%
Bank of America
6
Bank of America
North Carolina
$45.9M +$3.3M +81,101 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$25.6M -$2.94M -72,279 -10%
Wells Fargo
8
Wells Fargo
California
$24.8M +$892K +21,909 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$24M +$2.26M +55,555 +10%
UBS Group
10
UBS Group
Switzerland
$21.8M +$1.63M +40,022 +8%
PAG
11
Private Advisor Group
New Jersey
$17.6M -$3.48M -85,413 -16%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$16M +$678K +16,669 +4%
MCM
13
MAI Capital Management
Ohio
$15.3M +$244K +6,000 +2%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$14.2M +$868K +21,337 +6%
WAM
15
WFA Asset Management
Wisconsin
$13.5M +$4.1M +95,675 +43%
CPC
16
Consolidated Planning Corp
Georgia
$13.2M -$209K -5,141 -2%
AA
17
Ancora Advisors
Ohio
$12.7M -$97.8K -2,403 -0.8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.6M -$189K -4,654 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.21M +$4.78M +117,358 +197%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.95M -$30.7K -755 -0.4%
FIA
21
Foundations Investment Advisors
Arizona
$6.21M +$1.84M +45,284 +42%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.79M +$74.5K +1,831 +1%
SWM
23
SK Wealth Management
Rhode Island
$5.72M -$1.06M -28,994 -16%
HI
24
Harbour Investments
Wisconsin
$5.65M +$1.28M +31,557 +29%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5M +$1.07M +26,302 +27%