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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
3.82%
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 %
ADL
251
Asset Dedication LLC
California
$7.06K
HWA
252
Heritage Wealth Advisors
Virginia
$6.1K
SAM
253
Smartleaf Asset Management
Massachusetts
$5.26K -$1.36K -36 -21%
DF
254
Dunhill Financial
United Kingdom
$3.89K +$38 +1 +1%
MA
255
MCF Advisors
Kentucky
$3.62K
PA
256
PSI Advisors
Florida
$3.43K
WT
257
Washington Trust
Rhode Island
$2.67K
EWP
258
Elevation Wealth Partners
California
$2.33K
Franklin Resources
259
Franklin Resources
California
$1.83K +$1.83K +48 New
AT
260
Arlington Trust
Alabama
$1.22K
IA
261
IFP Advisors
Florida
$992 +$992 +26 New
SFC
262
Strategic Financial Concepts
Texas
$625 +$625 +25,970 New
SWC
263
Spectrum Wealth Counsel
Indiana
$388
MWA
264
MFA Wealth Advisors
Pennsylvania
$381 +$381 +10 New
BFS
265
Bare Financial Services
Pennsylvania
$27 +$27 +1 New
CSIA
266
Charles Schwab Investment Advisory
California
-$800M -20,357,310 Closed
WP
267
WMS Partners
Maryland
-$1.34M -34,035 Closed
Two Sigma Investments
268
Two Sigma Investments
New York
-$758K -19,300 Closed
HWP
269
Hibernia Wealth Partners
Louisiana
-$658K -16,754 Closed
EWA
270
Exencial Wealth Advisors
Oklahoma
-$364K -9,270 Closed
G
271
GenTrust
Florida
-$208K -5,295 Closed
BSW
272
Buckingham Strategic Wealth
Missouri
-$204K -5,190 Closed
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
-$141K -3,577 Closed
NCM
274
Northwest Capital Management
Oregon
-$46.2K -1,175 Closed
PAM
275
Palisade Asset Management
Minnesota
-$38.1K -970 Closed