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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $883M invested in Invesco S&P SmallCap 600 Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 186192 (+6)

1.09% more ownership

Funds ownership: 55.62%56.71% (+1.1%)

1% less capital invested

Capital invested by funds: $893M → $883M (-$9.99M)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
18
Increased
70
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$138M -$4.13M -85,587 -3%
Morgan Stanley
2
Morgan Stanley
New York
$108M +$6M +124,135 +6%
FFW
3
Fusion Family Wealth
New York
$72M +$1.85M +38,370 +3%
Bank of America
4
Bank of America
North Carolina
$60.2M +$1.55M +32,112 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$39.1M +$1.03M +21,423 +3%
Ameriprise
6
Ameriprise
Minnesota
$38.6M -$37.3M -772,782 -49%
UBS Group
7
UBS Group
Switzerland
$37.8M -$1.96M -40,628 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.3M -$966K -19,999 -3%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$25.6M +$3.5M +72,377 +16%
WG
10
Wellington Group
Indiana
$21.9M +$21.7M +449,641 New
Wells Fargo
11
Wells Fargo
California
$20.7M -$212K -4,395 -1%
MCM
12
MAI Capital Management
Ohio
$20.5M +$215K +4,450 +1%
CPC
13
Consolidated Planning Corp
Georgia
$17.8M +$1.98M +41,082 +13%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$16M -$386K -7,990 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$13.3M -$2.99M -61,917 -19%
AA
16
Ancora Advisors
Ohio
$10.6M -$59.7K -1,236 -0.6%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.5M -$561K -11,608 -5%
IFG
18
Independent Financial Group
California
$9.94M +$545K +11,283 +6%
PAG
19
Private Advisor Group
New Jersey
$9.59M -$115K -2,390 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.85M -$5.21M -107,809 -43%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.53M +$130K +2,696 +2%
SFS
22
Sunrise Financial Services
Washington
$6.45M +$6.4M +132,397 New
P
23
&Partners
Tennessee
$6.12M -$106K -2,203 -2%
CF
24
Cyr Financial
Illinois
$6.1M +$306K +6,344 +5%
HI
25
Harbour Investments
Wisconsin
$6.01M +$566K +11,723 +11%