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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
26
Pinnacle Wealth Management Group
Michigan
$4.19M +$175K +5,690 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.09M +$254K +8,270 +7%
LPT
28
Legacy Private Trust
Wisconsin
$3.57M -$196K -6,405 -5%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.57M -$36K -1,175 -1%
AFG
30
Albion Financial Group
Utah
$3.44M – – –
CWM
31
Cornerstone Wealth Management
Missouri
$3.44M +$232K +7,575 +7%
PAG
32
Private Advisor Group
New Jersey
$3.38M +$524K +17,075 +18%
CPO
33
Cerity Partners OCIO
New York
$3.33M -$40.5K -1,320 -1%
GW
34
GW & Wade
Massachusetts
$3.27M +$2.08M +67,855 +175%
PWM
35
Perigon Wealth Management
California
$3.19M +$2.3K +75 +0.1%
CGL
36
Clarius Group LLC
Washington
$3.06M +$1.22M +39,665 +66%
KPW
37
Kore Private Wealth
New York
$3.01M -$163K -5,305 -5%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.96M -$46.6K -1,520 -2%
FTUS
39
Flow Traders U.S.
New York
$2.88M +$2.26M +73,600 +364%
AI
40
Accredited Investors
Minnesota
$2.83M +$334K +10,900 +13%
PO
41
Private Ocean
California
$2.75M -$74.7K -2,435 -3%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.66M -$98.9K -3,225 -4%
WP
43
WealthSource Partners
California
$2.55M +$95.7K +3,120 +4%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.53M -$639K -20,845 -20%
US Bancorp
45
US Bancorp
Minnesota
$2.4M -$179K -5,835 -7%
KW
46
KWB Wealth
California
$2.37M +$2.37M +77,425 New
JWA
47
JFS Wealth Advisors
Pennsylvania
$2.34M -$61K -1,990 -3%
ACP
48
Aviance Capital Partners
Florida
$2.29M -$91.8K -2,995 -4%
RPG
49
Resource Planning Group
Georgia
$2.27M +$710K +23,140 +46%
OMC
50
Old Mission Capital
Illinois
$2M +$914K +29,810 +84%
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