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Invesco S&P SmallCap 600 Revenue ETF

179 hedge funds and large institutions have $821M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-13
Holders Change %
-6.77%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
69
Reduced
72
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$117M -$19.9M -458,630 -14%
Morgan Stanley
2
Morgan Stanley
New York
$89M +$633K +14,616 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$77.7M -$39.9M -919,884 -34%
FFW
4
Fusion Family Wealth
New York
$62.5M +$842K +19,447 +1%
Bank of America
5
Bank of America
North Carolina
$51.5M +$2.7M +62,371 +6%
UBS Group
6
UBS Group
Switzerland
$35M +$11.9M +274,431 +51%
Raymond James Financial
7
Raymond James Financial
Florida
$28M -$38.5M -888,717 -58%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$27.4M +$197K +4,550 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.4M -$3.63M -79,486 -13%
Wells Fargo
10
Wells Fargo
California
$19.4M -$6.97M -161,085 -26%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$18.2M +$1.1M +25,391 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$17.2M +$2M +46,261 +13%
MCM
13
MAI Capital Management
Ohio
$17M +$729K +16,833 +4%
CPC
14
Consolidated Planning Corp
Georgia
$13.5M -$506K -11,699 -4%
AA
15
Ancora Advisors
Ohio
$12.5M -$1.08M -24,913 -8%
PAG
16
Private Advisor Group
New Jersey
$12.4M -$6.35M -146,620 -34%
WAM
17
WFA Asset Management
Wisconsin
$10.3M -$2.37M -59,103 -19%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$9.4M +$935K +20,606 +11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.99M +$326K +7,531 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.69M +$2.37M +54,767 +45%
FIA
21
Foundations Investment Advisors
Arizona
$7.28M +$679K +15,687 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.67M -$490K -11,322 -8%
SWM
23
SK Wealth Management
Rhode Island
$5.51M -$1.59M -35,154 -22%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.37M -$2.03M -46,888 -27%
P
25
&Partners
Tennessee
$5.27M -$264K -6,103 -5%