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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 %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
CI
252
Cordant Inc
Oregon
$12.1K – – –
Simplex Trading
253
Simplex Trading
Illinois
$12K +$12K +300 New
HWA
254
HHM Wealth Advisors
Tennessee
$11.2K – – –
MFT
255
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
NSIM
256
North Star Investment Management
Illinois
$10K +$42 +1 +0.4%
SL
257
Salomon & Ludwin
Virginia
$9.32K -$458 -11 -5%
WA
258
WPG Advisers
Maryland
$9.15K +$9.15K +220 New
CMP
259
Coston McIsaac & Partners
Maine
$9K – – –
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$8.53K – – –
GP
261
Greenline Partners
New York
$8.53K +$8.53K +205 New
RA
262
Rise Advisors
New York
$8.24K +$42 +1 +0.5%
ADL
263
Asset Dedication LLC
California
$7.7K – – –
CIA
264
Cape Investment Advisory
Georgia
$6.87K – – –
VWWMG
265
Vermillion & White Wealth Management Group
Pennsylvania
$6.87K +$6.87K +165 New
HWA
266
Heritage Wealth Advisors
Virginia
$6.66K – – –
SAM
267
Smartleaf Asset Management
Massachusetts
$5.78K – – –
DF
268
Dunhill Financial
United Kingdom
$4.28K +$42 +1 +1%
AP
269
Atwood & Palmer
Missouri
$4.16K +$4.16K +100 New
MA
270
MCF Advisors
Kentucky
$3.95K – – –
PA
271
PSI Advisors
Florida
$3.75K – – –
Toronto Dominion Bank
272
Toronto Dominion Bank
Ontario, Canada
$3.33K +$3.33K +80 New
WT
273
Washington Trust
Rhode Island
$2.91K – – –
EWP
274
Elevation Wealth Partners
California
$2.54K – – –
SWC
275
Spectrum Wealth Counsel
Indiana
$1.43K – – –
8 9 10
11
12