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Invesco S&P SmallCap 600 Revenue ETF

192 hedge funds and large institutions have $930M invested in Invesco S&P SmallCap 600 Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 49

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $883M → $930M (+$47.6M)

1% more funds holding

Funds holding: 191192 (+1)

0.02% more ownership

Funds ownership: 56.71%56.73% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
192
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
80
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$151M +$7.58M +146,704 +5%
Morgan Stanley
2
Morgan Stanley
New York
$116M +$4.19M +80,971 +4%
FFW
3
Fusion Family Wealth
New York
$75.7M +$1.08M +20,971 +1%
Bank of America
4
Bank of America
North Carolina
$67.6M +$5.39M +104,300 +8%
Ameriprise
5
Ameriprise
Minnesota
$40.7M +$736K +14,230 +2%
UBS Group
6
UBS Group
Switzerland
$39.6M +$448K +8,661 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$38.4M -$2.15M -41,526 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$28.1M -$105K -2,025 -0.4%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$28.1M +$1.58M +30,556 +6%
WG
10
Wellington Group
Indiana
$24.5M +$1.85M +35,805 +8%
Wells Fargo
11
Wells Fargo
California
$22M +$570K +11,029 +3%
MCM
12
MAI Capital Management
Ohio
$21.4M +$159K +3,082 +0.7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$20.1M +$3.61M +69,900 +21%
CPC
14
Consolidated Planning Corp
Georgia
$16.1M -$2.42M -46,795 -13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$12.6M -$1.17M -22,700 -8%
AA
16
Ancora Advisors
Ohio
$11.1M +$102K +1,969 +0.9%
PAG
17
Private Advisor Group
New Jersey
$10.3M +$371K +7,171 +4%
IFG
18
Independent Financial Group
California
$10.3M -$21.5K -415 -0.2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$7.83M +$1.86M +35,991 +29%
HI
20
Harbour Investments
Wisconsin
$6.99M +$788K +15,240 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6.99M -$111K -2,147 -2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.78M -$3.77M -72,975 -35%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.72M -$47.2K -913 -0.7%
P
24
&Partners
Tennessee
$6.71M +$375K +7,252 +6%
CF
25
Cyr Financial
Illinois
$6.65M +$337K +6,524 +5%