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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.

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 %
WT
251
Washington Trust
Rhode Island
$2.75K – – –
EWP
252
Elevation Wealth Partners
California
$2.4K -$10.4K -264 -81%
FSWA
253
Financial Synergies Wealth Advisors
Texas
$2.16K +$2.16K +55 New
AT
254
Arlington Trust
Alabama
$1.26K – – –
SWC
255
Spectrum Wealth Counsel
Indiana
$398 – – –
SAM
256
Synergy Asset Management
Washington
– -$3.13M -83,520 Closed
N
257
Natixis
France
– -$1.17M -31,142 Closed
EFS
258
Essex Financial Services
Connecticut
– -$427K -11,389 Closed
CCM
259
Carlson Capital Management
Minnesota
– -$292K -7,780 Closed
AC
260
AlphaCore Capital
California
– -$279K -7,455 Closed
ARC
261
Advisor Resource Council
Texas
– -$265K -7,073 Closed
IA
262
IFG Advisory
Georgia
– -$254K -6,762 Closed
SEA
263
Stegent Equity Advisors
Texas
– -$235K -6,272 Closed
BPA
264
Beacon Pointe Advisors
California
– -$224K -5,987 Closed
CG
265
Cutler Group
California
– -$56K -1,500 Closed
FHA
266
First Horizon Advisors
Tennessee
– -$53.2K -1,420 Closed
Deutsche Bank
267
Deutsche Bank
Germany
– -$44.4K -1,185 Closed
NS
268
NBC Securities
Alabama
– -$41K -1,120 Closed
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$39.8K -1,061 Closed
BC
270
Barrett & Company
Rhode Island
– -$28.1K -750 Closed
BWM
271
BKM Wealth Management
Wisconsin
– -$14.6K -389 Closed
NMG
272
New Millennium Group
Utah
– -$7.87K -210 Closed
AP
273
Arlington Partners
Alabama
– -$1.2K -32 Closed
PP
274
Pacifica Partners
Canada
– -$345 -10 Closed
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