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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.

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
1
Invesco
Georgia
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
4
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
276
Arlington Trust
Alabama
$1.33K – – –
IA
277
IFP Advisors
Florida
$1.08K -$2.29K -55 -68%
FWM
278
FSA Wealth Management
Massachusetts
$999 – – –
PMIM
279
Prudent Man Investment Management
Colorado
$417 +$417 +10 New
BFS
280
Bare Financial Services
Pennsylvania
$27 – – –
HWP
281
Hibernia Wealth Partners
Louisiana
– -$743K -17,877 Closed
Citadel Advisors
282
Citadel Advisors
Florida
– -$448K -10,786 Closed
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
– -$291K -7,003 Closed
WCF
284
West Coast Financial
California
– -$276K -6,640 Closed
BPA
285
Beacon Pointe Advisors
California
– -$247K -5,946 Closed
SFS
286
Solitude Financial Services
Virginia
– -$235K -5,650 Closed
TRCT
287
Tower Research Capital (TRC)
New York
– -$135K -3,249 Closed
NFA
288
Northwest Financial Advisors
Virginia
– -$83.8K -2,017 Closed
BTI
289
Blue Trust Inc
Georgia
– -$67.6K -1,773 Closed
EWM
290
EPG Wealth Management
Georgia
– -$35.7K -858 Closed
FDCP
291
Foster Dykema Cabot & Partners
Massachusetts
– -$17.2K -414 Closed
S
292
SignatureFD
Georgia
– -$15.5K -373 Closed
BWP
293
Baldwin Wealth Partners
Massachusetts
– -$10.4K -250 Closed
GIA
294
GHP Investment Advisors
Colorado
– -$9.56K -230 Closed
JPWM
295
Jamison Private Wealth Management
Georgia
– -$8.31K -200 Closed
PS
296
Planned Solutions
California
– -$6.19K -149 Closed
MWA
297
MFA Wealth Advisors
Pennsylvania
– -$416 -10 Closed
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