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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.57M -$316K -8,645 -6%
LPT
27
Legacy Private Trust
Wisconsin
$4.48M +$222K +6,090 +5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$4.29M -$34K -930 -0.8%
AFG
29
Albion Financial Group
Utah
$4.1M – – –
CPO
30
Cerity Partners OCIO
New York
$4.01M -$109K -2,995 -3%
CWM
31
Cornerstone Wealth Management
Missouri
$3.82M +$209K +5,710 +6%
PWM
32
Perigon Wealth Management
California
$3.8M +$81.8K +2,240 +2%
KPW
33
Kore Private Wealth
New York
$3.78M +$188K +5,140 +5%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.77M +$13.5K +370 +0.4%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.59M -$39.1K -1,070 -1%
PAG
36
Private Advisor Group
New Jersey
$3.41M +$51.3K +1,405 +2%
PO
37
Private Ocean
California
$3.37M -$189K -5,175 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$3.28M -$133K -3,640 -4%
US Bancorp
39
US Bancorp
Minnesota
$3.07M -$9.5K -260 -0.3%
MAM
40
Marquette Asset Management
Minnesota
$2.99M – – –
AI
41
Accredited Investors
Minnesota
$2.97M -$51.9K -1,420 -2%
WP
42
WealthSource Partners
California
$2.92M -$13.3K -365 -0.5%
JWA
43
JFS Wealth Advisors
Pennsylvania
$2.86M -$80.7K -2,210 -3%
ACP
44
Aviance Capital Partners
Florida
$2.83M +$170K +4,660 +6%
CGL
45
Clarius Group LLC
Washington
$2.31M – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.27M +$1.42M +38,975 +168%
TWC
47
TD Waterhouse Canada
Ontario, Canada
$2.26M +$84.5K +1,895 +4%
Citadel Advisors
48
Citadel Advisors
Florida
$2.25M +$2.25M +61,495 New
Creative Planning
49
Creative Planning
Kansas
$1.93M +$448K +12,265 +30%
RPG
50
Resource Planning Group
Georgia
$1.85M -$29K -795 -2%
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