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Invesco FTSE RAFI US 1500 Small-Mid ETF

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCTC
226
Perkins Coie Trust Company
Washington
$20K
TAM
227
Tucker Asset Management
Colorado
$19.5K +$19.5K +512 New
CA
228
Continuum Advisory
Idaho
$18.5K +$76 +2 +0.4%
CA
229
Clearstead Advisors
Ohio
$18.1K +$38 +1 +0.2%
NRC
230
New Republic Capital
North Carolina
$17.9K
AEPWM
231
Atlantic Edge Private Wealth Management
Florida
$17K
AP
232
Aspect Partners
Virginia
$16K
TIM
233
Tortoise Investment Management
New York
$16K
CIA
234
Cape Investment Advisory
Georgia
$15.6K -$1.72K -45 -10%
QCG
235
Quadrant Capital Group
Ohio
$14.9K
S
236
SignatureFD
Georgia
$14.2K -$109K -2,856 -88%
EWA
237
EverSource Wealth Advisors
Alabama
$12.9K +$42 +1 +0.3%
BCWM
238
Bartlett & Co Wealth Management
Ohio
$11.3K
CI
239
Cordant Inc
Oregon
$11.1K
HWA
240
HHM Wealth Advisors
Tennessee
$10.3K
BWP
241
Baldwin Wealth Partners
Massachusetts
$9.54K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$9.54K
NSIM
243
North Star Investment Management
Illinois
$9.08K +$38 +1 +0.4%
SL
244
Salomon & Ludwin
Virginia
$8.96K
GIA
245
GHP Investment Advisors
Colorado
$8.77K
CAS
246
Coppell Advisory Solutions
Texas
$8.77K +$8.77K +230 New
NMG
247
New Millennium Group
Utah
$8.01K +$8.01K +210 New
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$7.82K +$7.82K +205 New
JPWM
249
Jamison Private Wealth Management
Georgia
$7.63K
RA
250
Rise Advisors
New York
$7.49K