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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92M
2
CSIA
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
LPL Financial
California
$46M
4
SAM
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
Invesco
Georgia
$8.33M
2
IF
Intrua Financial
Texas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$21.9M
4
CC
Callan Capital
California
$11.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$11.2K -$8.94K -235 -44%
BC
227
Bartlett & Co
Ohio
$11K -$8.76K -235 -44%
CI
228
Cordant Inc
Oregon
$10.9K – – –
EWP
229
Elevation Wealth Partners
California
$10.7K – – –
HWA
230
HHM Wealth Advisors
Tennessee
$10.1K – – –
BFEC
231
Benjamin F. Edwards & Company
Missouri
$10K +$38 +1 +0.4%
BWP
232
Baldwin Wealth Partners
Massachusetts
$9.37K – – –
MFT
233
Moisand Fitzgerald Tamayo
Florida
$9.37K – – –
PTC
234
Private Trust Company
Ohio
$8.89K +$8.89K +237 New
NSIM
235
North Star Investment Management
Illinois
$8.87K +$37 +1 +0.4%
CAS
236
Coppell Advisory Solutions
Texas
$8.62K +$4.65K +124 +117%
HR
237
Howe & Rusling
New York
$8.44K +$8.44K +225 New
NMG
238
New Millennium Group
Utah
$7.87K +$7.87K +210 New
SL
239
Salomon & Ludwin
Virginia
$7.75K – – –
RA
240
Rise Advisors
New York
$7.32K – – –
ADL
241
Asset Dedication LLC
California
$7K – – –
HWA
242
Heritage Wealth Advisors
Virginia
$6K +$6K +160 New
DF
243
Dunhill Financial
United Kingdom
$3.8K +$3.8K +101 New
MA
244
MCF Advisors
Kentucky
$3.56K – – –
ME
245
McIlrath & Eck
Washington
$3.56K – – –
PA
246
PSI Advisors
Florida
$3.37K – – –
WT
247
Washington Trust
Rhode Island
$2.62K – – –
EWA
248
EverSource Wealth Advisors
Alabama
$2.06K – – –
AT
249
Arlington Trust
Alabama
$1.2K – – –
AP
250
Arlington Partners
Alabama
$1.2K – – –
7 8 9
10
11