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Invesco S&P SmallCap 600 Revenue ETF

186 hedge funds and large institutions have $893M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 64

7% more capital invested

Capital invested by funds: $833M → $893M (+$60.1M)

2% more funds holding

Funds holding: 182186 (+4)

0.71% more ownership

Funds ownership: 54.91%55.62% (+0.71%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
21
Increased
73
Reduced
64
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$141M +$10.2M +219,994 +8%
Morgan Stanley
2
Morgan Stanley
New York
$101M +$1.63M +35,200 +2%
Ameriprise
3
Ameriprise
Minnesota
$75.6M -$10.6M -228,436 -13%
FFW
4
Fusion Family Wealth
New York
$69.5M -$236K -5,090 -0.4%
Bank of America
5
Bank of America
North Carolina
$58.1M +$600K +12,956 +1%
UBS Group
6
UBS Group
Switzerland
$39.5M +$349K +7,522 +0.9%
Raymond James Financial
7
Raymond James Financial
Florida
$37.8M +$6.24M +134,756 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.8M +$1.21M +26,007 +5%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$21.9M +$1.55M +33,540 +8%
Wells Fargo
10
Wells Fargo
California
$20.7M -$881K -19,009 -4%
MCM
11
MAI Capital Management
Ohio
$20.1M +$1.07M +23,156 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$16.2M -$2.82M -60,763 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.1M -$13.9M -299,639 -47%
CPC
14
Consolidated Planning Corp
Georgia
$15.7M +$570K +12,293 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12M +$3.27M +70,637 +40%
AA
16
Ancora Advisors
Ohio
$10.6M -$3.23M -69,689 -24%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.5M +$505K +10,893 +5%
WAM
18
WFA Asset Management
Wisconsin
$10.4M -$1.39M -29,996 -12%
PAG
19
Private Advisor Group
New Jersey
$9.63M -$4.01M -86,521 -30%
IFG
20
Independent Financial Group
California
$9.31M +$929K +20,042 +12%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.69M +$675K +14,562 +12%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.34M -$2.47M -53,228 -29%
P
23
&Partners
Tennessee
$6.19M +$282K +6,087 +5%
CF
24
Cyr Financial
Illinois
$5.74M +$150K +3,230 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.63M -$667K -14,389 -11%