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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4M
2
Wells Fargo
Wells Fargo
California
+$3.92M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.48M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.95M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$19.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.48M
3
WA
Waverly Advisors
Alabama
-$3.76M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
226
NewEdge Advisors
Louisiana
$31.5K – – –
BC
227
Barrett & Company
Rhode Island
$31.2K – – –
FFA
228
Farther Finance Advisors
California
$27K +$27K +650 New
RTL
229
Red Tortoise LLC
Georgia
$26K – – –
CT
230
Colonial Trust
South Carolina
$23.8K – – –
GFPC
231
Global Financial Private Client
Florida
$23.7K – – –
PCTC
232
Perkins Coie Trust Company
Washington
$21.8K – – –
TAM
233
Tucker Asset Management
Colorado
$21.3K +$83 +2 +0.4%
CA
234
Continuum Advisory
Idaho
$21.2K +$87 +2 +0.4%
CA
235
Clearstead Advisors
Ohio
$19.7K +$42 +1 +0.2%
NRC
236
New Republic Capital
North Carolina
$19.5K – – –
AEPWM
237
Atlantic Edge Private Wealth Management
Florida
$18.5K – – –
HR
238
Howe & Rusling
New York
$17.5K -$20.1K -483 -53%
AP
239
Aspect Partners
Virginia
$17.5K – – –
TIM
240
Tortoise Investment Management
New York
$17.5K – – –
FDCP
241
Foster Dykema Cabot & Partners
Massachusetts
$17.2K +$17.2K +414 New
QCG
242
Quadrant Capital Group
Ohio
$16.2K – – –
BA
243
Bristlecone Advisors
Washington
$16.1K +$16.1K +388 New
S
244
SignatureFD
Georgia
$15.5K – – –
BCWM
245
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
CI
246
Cordant Inc
Oregon
$12.1K – – –
HWA
247
HHM Wealth Advisors
Tennessee
$11.2K – – –
BWP
248
Baldwin Wealth Partners
Massachusetts
$10.4K – – –
MFT
249
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
NSIM
250
North Star Investment Management
Illinois
$9.93K +$42 +1 +0.4%
8 9
10
11 12