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

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$23.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$16.7M
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$4.49M
4
FFA
4
First Foundation Advisors
California
$14.5M
5
Jane Street
5
Jane Street
New York
$1.49M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$687M
2
Ameriprise
2
Ameriprise
Minnesota
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.2M
4
Bank of America
4
Bank of America
North Carolina
$85.1M
5
Invesco
5
Invesco
Georgia
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWWM
26
Johnson & White Wealth Management
Pennsylvania
$4.49M +$3.8M +115,490 +551%
Ameriprise
27
Ameriprise
Minnesota
$4.44M -$6.71M -203,635 -60%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.82M +$174K +5,275 +5%
CWM
29
Cornerstone Wealth Management
Missouri
$3.7M +$3.7M +112,580 New
AFG
30
Albion Financial Group
Utah
$3.69M – – –
GW
31
GW & Wade
Massachusetts
$3.54M +$32.9K +1,000 +0.9%
LPT
32
Legacy Private Trust
Wisconsin
$3.54M -$179K -5,425 -5%
PWM
33
Perigon Wealth Management
California
$3.53M +$113K +3,420 +3%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$3.42M -$243K -7,395 -7%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.27M -$47.4K -1,440 -1%
CGL
36
Clarius Group LLC
Washington
$3.18M -$583K -17,710 -15%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$3.14M +$141K +4,295 +5%
SS
38
Sound Stewardship
Kansas
$2.91M -$17.4K -530 -0.6%
PO
39
Private Ocean
California
$2.84M -$165 -5 -0%
IF
40
Intrua Financial
Texas
$2.77M -$65.9K -2,100 -2%
WP
41
WealthSource Partners
California
$2.73M -$7.24K -220 -0.3%
CST
42
Charles Schwab Trust
Nevada
$2.68M -$681K -20,700 -20%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.45M -$99.9K -3,035 -4%
DAS
44
Dynamic Advisor Solutions
Arizona
$2.45M +$1.26M +38,295 +106%
Creative Planning
45
Creative Planning
Kansas
$2.28M +$286K +8,690 +14%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$2.28M -$11K -260 -0.5%
IA
47
IFG Advisory
Georgia
$2.27M +$101K +3,065 +5%
JWA
48
JFS Wealth Advisors
Pennsylvania
$2.2M -$32.4K -985 -1%
US Bancorp
49
US Bancorp
Minnesota
$1.98M -$20.2K -615 -1%
WCM
50
WealthBridge Capital Management
Ohio
$1.97M +$10.7K +325 +0.5%
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