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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 %
SL
251
Salomon & Ludwin
Virginia
$9.76K – – –
GIA
252
GHP Investment Advisors
Colorado
$9.56K – – –
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$8.52K – – –
JPWM
254
Jamison Private Wealth Management
Georgia
$8.31K – – –
RA
255
Rise Advisors
New York
$8.19K +$42 +1 +0.5%
ADL
256
Asset Dedication LLC
California
$7.69K – – –
CIA
257
Cape Investment Advisory
Georgia
$6.86K -$10.2K -245 -60%
HWA
258
Heritage Wealth Advisors
Virginia
$6.65K – – –
PS
259
Planned Solutions
California
$6.19K +$6.19K +149 New
SAM
260
Smartleaf Asset Management
Massachusetts
$5.76K – – –
DF
261
Dunhill Financial
United Kingdom
$4.25K – – –
MA
262
MCF Advisors
Kentucky
$3.95K – – –
PA
263
PSI Advisors
Florida
$3.74K – – –
IA
264
IFP Advisors
Florida
$3.37K +$2.29K +55 +212%
WT
265
Washington Trust
Rhode Island
$2.91K – – –
EWP
266
Elevation Wealth Partners
California
$2.54K – – –
SWC
267
Spectrum Wealth Counsel
Indiana
$1.42K +$1.01K +24 +240%
AT
268
Arlington Trust
Alabama
$1.33K – – –
FWM
269
FSA Wealth Management
Massachusetts
$997 +$997 +24 New
MWA
270
MFA Wealth Advisors
Pennsylvania
$416 – – –
BFS
271
Bare Financial Services
Pennsylvania
$27 – – –
CMP
272
Coston McIsaac & Partners
Maine
$9 +$9 +240 New
SFC
273
Strategic Financial Concepts
Texas
– -$625 -25,970 Closed
GS
274
GTS Securities
New York
– -$868K -22,749 Closed
Jane Street
275
Jane Street
New York
– -$421K -11,037 Closed
8 9 10
11
12