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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$18.6M
2
IAA
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
Charles Schwab
California
$819M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$12.5M
4
WA
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YAL
226
Your Advocates Ltd
Texas
$40.8K -$51.4K -1,235 -56%
AF
227
Allworth Financial
California
$40.6K -$8.77K -204 -18%
AWM
228
Abound Wealth Management
Tennessee
$37.8K +$208 +5 +0.6%
BF
229
BOK Financial
Oklahoma
$37.6K -$14.3K -350 -28%
HC
230
Hoese & Co
Minnesota
$35.8K -$75.5K -1,815 -68%
BBHC
231
Brown Brothers Harriman & Co
New York
$35.2K +$35.2K +846 New
TAM
232
Tucker Asset Management
Colorado
$34.3K +$12.9K +310 +60%
FFA
233
Farther Finance Advisors
California
$34.1K +$7.07K +170 +26%
CA
234
Continuum Advisory
Idaho
$33.1K +$12.8K +307 +63%
OC
235
Oarsman Capital
Wisconsin
$32.5K +$32.5K +781 New
IF
236
Integrity Financial
Wyoming
$31.8K +$31.8K +765 New
NA
237
NewEdge Advisors
Louisiana
$31.5K +$42 +1 +0.1%
BC
238
Barrett & Company
Rhode Island
$31.2K – – –
RTL
239
Red Tortoise LLC
Georgia
$26K – – –
CT
240
Colonial Trust
South Carolina
$23.9K – – –
GFPC
241
Global Financial Private Client
Florida
$23.7K – – –
PCTC
242
Perkins Coie Trust Company
Washington
$21.8K – – –
CA
243
Clearstead Advisors
Ohio
$19.8K +$83 +2 +0.4%
NRC
244
New Republic Capital
North Carolina
$19.6K – – –
HR
245
Howe & Rusling
New York
$17.5K +$42 +1 +0.2%
AP
246
Aspect Partners
Virginia
$17.5K – – –
TIM
247
Tortoise Investment Management
New York
$17.5K – – –
BA
248
Bristlecone Advisors
Washington
$16.2K +$83 +2 +0.5%
QCG
249
Quadrant Capital Group
Ohio
$16.2K – – –
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$14.4K +$14.4K +345 New
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