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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$55.9M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$7.06M
3
RJA
3
Raymond James & Associates
Florida
$35.5M
4
WP
4
WMS Partners
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$7.29M -$327K -8,570 -4%
DAS
27
Dynamic Advisor Solutions
Arizona
$7.06M -$2.52M -66,081 -26%
AFA
28
Arlington Financial Advisors
California
$6.7M -$110K -2,892 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$6.65M -$122K -3,200 -2%
RIA
30
Regal Investment Advisors
Michigan
$5M +$200K +5,235 +4%
PWM
31
Perigon Wealth Management
California
$4.9M +$280K +7,344 +6%
CWM
32
Cornerstone Wealth Management
Missouri
$4.83M +$75.1K +1,969 +2%
Cerity Partners
33
Cerity Partners
New York
$4.61M -$171K -4,495 -4%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$4.55M +$347K +9,091 +8%
EH
35
Equitable Holdings
New York
$4.42M +$513K +13,459 +13%
AFG
36
Albion Financial Group
Utah
$4.28M – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$4.22M -$511K -13,392 -11%
Ameriprise
38
Ameriprise
Minnesota
$4.15M -$673K -17,653 -14%
HighTower Advisors
39
HighTower Advisors
Illinois
$4.14M +$115K +3,012 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.93M -$475K -12,454 -11%
LPT
41
Legacy Private Trust
Wisconsin
$3.81M +$30.2K +792 +0.8%
Creative Planning
42
Creative Planning
Kansas
$3.69M +$239K +6,277 +7%
SPIA
43
Steward Partners Investment Advisory
New York
$3.52M +$1.36M +35,775 +63%
PO
44
Private Ocean
California
$3.12M -$74K -1,941 -2%
CST
45
Charles Schwab Trust
Nevada
$3.01M +$120K +3,148 +4%
SS
46
Sound Stewardship
Kansas
$2.96M -$18.1K -475 -0.6%
WCM
47
WealthBridge Capital Management
Ohio
$2.61M +$84.4K +2,213 +3%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M -$51.5K -1,349 -2%
JWA
49
JFS Wealth Advisors
Pennsylvania
$2.43M -$3.93K -103 -0.2%
Citadel Advisors
50
Citadel Advisors
Florida
$2.16M +$1.02M +26,822 +90%
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