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Invesco FTSE RAFI US 1500 Small-Mid ETF

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
226
Jane Street
New York
-$1.49M -45,355 Closed
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
-$754K -22,920 Closed
RJT
228
Raymond James Trust
Florida
-$609K -18,500 Closed
UCFA
229
United Capital Financial Advisors
Texas
-$542K -16,470 Closed
LSA
230
Lion Street Advisors
Texas
-$502K -15,265 Closed
AWS
231
Atria Wealth Solutions
New York
-$327K -9,925 Closed
WFA
232
Wade Financial Advisory
California
-$305K -9,260 Closed
SWAG
233
Spectrum Wealth Advisory Group
California
-$251K -7,635 Closed
MHS
234
M Holdings Securities
Oregon
-$243K -7,380 Closed
WSTAM
235
Wilbanks Smith & Thomas Asset Management
Virginia
-$232K -7,045 Closed
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
-$222K -6,785 Closed
SSC
237
Syverson Strege & Co
Iowa
-$52K -1,580 Closed
BA
238
Bellwether Advisors
Nebraska
-$49.6K -1,505 Closed
CG
239
Cutler Group
California
-$32K -1,000 Closed
BAM
240
Belpointe Asset Management
Nevada
-$16.3K -495 Closed
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
-$14.3K -435 Closed
PMFA
242
Plante Moran Financial Advisors
Michigan
-$11.7K -355 Closed
AAS
243
Ameritas Advisory Services
Nebraska
-$8.91K -275 Closed
TWA
244
TCI Wealth Advisors
Arizona
-$7.73K -235 Closed
GWS
245
Glassman Wealth Services
Virginia
-$4.28K -130 Closed