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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
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
276
Flow Traders U.S.
New York
– -$320K -8,382 Closed
MHS
277
M Holdings Securities
Oregon
– -$259K -6,795 Closed
LWANC
278
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$122K -3,210 Closed
TWD
279
True Wealth Design
Ohio
– -$119K -3,111 Closed
EWA
280
EverSource Wealth Advisors
Alabama
– -$12.9K -309 Closed
CAS
281
Coppell Advisory Solutions
Texas
– -$8.77K -230 Closed
NMG
282
New Millennium Group
Utah
– -$8.01K -210 Closed
Franklin Resources
283
Franklin Resources
California
– -$1.83K -48 Closed
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12