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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
JWWM
26
Johnson & White Wealth Management
Pennsylvania
$3.74M 25,648 +25,648 New
CWM
27
Cornerstone Wealth Management
Missouri
$3.32M 22,749 +334 +1%
LPT
28
Legacy Private Trust
Wisconsin
$3.31M 22,702 -564 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.27M 22,463 -807 -3%
AFG
30
Albion Financial Group
Utah
$3.27M 22,440 – –
PAG
31
Private Advisor Group
New Jersey
$3.25M 22,289 +235 +1%
PWM
32
Perigon Wealth Management
California
$3.15M 21,629 +821 +4%
CPO
33
Cerity Partners OCIO
New York
$3.15M 21,594 -88 -0.4%
GW
34
GW & Wade
Massachusetts
$3.11M 21,339 +23 +0.1%
KPW
35
Kore Private Wealth
New York
$2.95M 20,237 +590 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.84M 19,523 +181 +0.9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.68M 18,417 +1,101 +6%
CGL
38
Clarius Group LLC
Washington
$2.6M 17,825 -2,145 -11%
CST
39
Charles Schwab Trust
Nevada
$2.54M 17,420 +7,211 +71%
PO
40
Private Ocean
California
$2.5M 17,143 -802 -4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.47M 16,914 +14,704 +665%
WP
42
WealthSource Partners
California
$2.41M 16,553 -59 -0.4%
RPG
43
Resource Planning Group
Georgia
$2.14M 14,673 -104 -0.7%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.11M 14,446 +12,523 +651%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$2.1M 10,788 +431 +4%
JWA
46
JFS Wealth Advisors
Pennsylvania
$2.07M 14,186 -1,058 -7%
EI
47
Ellevest Inc
New York
$2M 13,723 +13,723 New
KW
48
KWB Wealth
California
$1.95M 13,366 -2,119 -14%
IA
49
IFG Advisory
Georgia
$1.94M 13,289 +13,289 New
Citadel Advisors
50
Citadel Advisors
Florida
$1.9M 13,058 +13,058 New
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