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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
TBWA
26
Three Bridge Wealth Advisors
California
$7.73M -$85.7K -2,183 -1%
AFA
27
Arlington Financial Advisors
California
$7.02M -$2.25M -57,328 -24%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$6.98M +$1.78M +45,221 +34%
JWWM
29
Johnson & White Wealth Management
Pennsylvania
$6.63M +$572K +14,573 +9%
Ameriprise
30
Ameriprise
Minnesota
$4.97M -$64.5K -1,641 -1%
RIA
31
Regal Investment Advisors
Michigan
$4.94M +$4.94M +125,785 New
Cerity Partners
32
Cerity Partners
New York
$4.92M -$47.7K -1,215 -1%
CWM
33
Cornerstone Wealth Management
Missouri
$4.89M +$166K +4,228 +4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$4.88M -$40K -1,019 -0.8%
PWM
35
Perigon Wealth Management
California
$4.76M +$306K +7,781 +7%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.53M -$1.79M -45,562 -28%
AFG
37
Albion Financial Group
Utah
$4.41M – – –
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$4.33M +$4.33M +110,120 New
HighTower Advisors
39
HighTower Advisors
Illinois
$4.14M -$292K -7,439 -7%
EH
40
Equitable Holdings
New York
$4.02M +$1.56M +39,657 +63%
LPT
41
Legacy Private Trust
Wisconsin
$3.9M -$106K -2,693 -3%
Creative Planning
42
Creative Planning
Kansas
$3.55M +$387K +9,862 +12%
PO
43
Private Ocean
California
$3.29M -$42.5K -1,082 -1%
SS
44
Sound Stewardship
Kansas
$3.07M -$11.6K -296 -0.4%
CST
45
Charles Schwab Trust
Nevada
$2.98M -$290K -7,395 -9%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$2.82M +$73K +1,466 +3%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.72M -$5.7K -145 -0.2%
WCM
48
WealthBridge Capital Management
Ohio
$2.6M +$54.8K +1,394 +2%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.51M +$1.02K +26 +0%
CGL
50
Clarius Group LLC
Washington
$2.35M -$18.9K -480 -0.8%
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