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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$17.5K – – –
TIM
227
Tortoise Investment Management
New York
$16.5K – – –
AP
228
Aspect Partners
Virginia
$16.5K – – –
QCG
229
Quadrant Capital Group
Ohio
$15.3K – – –
BCWM
230
Bartlett & Co Wealth Management
Ohio
$11.6K – – –
ACM
231
Anfield Capital Management
California
$11.5K +$11.5K +292 New
CI
232
Cordant Inc
Oregon
$11.4K – – –
EWA
233
EverSource Wealth Advisors
Alabama
$11.4K +$9.34K +253 +460%
HWA
234
HHM Wealth Advisors
Tennessee
$10.6K – – –
MFT
235
Moisand Fitzgerald Tamayo
Florida
$9.82K – – –
BWP
236
Baldwin Wealth Partners
Massachusetts
$9.82K – – –
NSIM
237
North Star Investment Management
Illinois
$9.32K – – –
PTC
238
Private Trust Company
Ohio
$9.31K – – –
SL
239
Salomon & Ludwin
Virginia
$9.23K – – –
GIA
240
GHP Investment Advisors
Colorado
$9.04K +$9.04K +230 New
JPWM
241
Jamison Private Wealth Management
Georgia
$7.86K +$7.86K +200 New
RA
242
Rise Advisors
New York
$7.68K +$39 +1 +0.5%
ADL
243
Asset Dedication LLC
California
$7K – – –
SAM
244
Smartleaf Asset Management
Massachusetts
$6.84K +$6.84K +175 New
HWA
245
Heritage Wealth Advisors
Virginia
$6.29K – – –
DF
246
Dunhill Financial
United Kingdom
$3.99K – – –
MA
247
MCF Advisors
Kentucky
$3.73K – – –
ME
248
McIlrath & Eck
Washington
$3.73K – – –
PA
249
PSI Advisors
Florida
$3.54K – – –
FCAS
250
First Command Advisory Services
Texas
$3.54K +$3.54K +90 New
7 8 9
10
11