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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$7.98M +$284K +6,836 +4%
WWA
27
WCG Wealth Advisors
Nevada
$7.9M -$457K -10,993 -5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$7.18M +$9.94K +242 +0.1%
AFA
29
Arlington Financial Advisors
California
$7.11M -$193K -4,652 -3%
EH
30
Equitable Holdings
New York
$6.94M +$2.13M +51,313 +44%
RIA
31
Regal Investment Advisors
Michigan
$5.84M +$394K +9,471 +7%
Cerity Partners
32
Cerity Partners
New York
$5.61M +$587K +14,123 +12%
PWM
33
Perigon Wealth Management
California
$5.47M +$125K +3,005 +2%
CWM
34
Cornerstone Wealth Management
Missouri
$5.37M +$113K +2,711 +2%
Creative Planning
35
Creative Planning
Kansas
$4.75M +$738K +17,756 +18%
AFG
36
Albion Financial Group
Utah
$4.66M – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$4.65M +$143K +3,434 +3%
Ameriprise
38
Ameriprise
Minnesota
$4.52M -$7.02K -169 -0.2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$4.4M -$206K -4,950 -4%
SPIA
40
Steward Partners Investment Advisory
New York
$4.29M +$456K +10,984 +12%
LPT
41
Legacy Private Trust
Wisconsin
$4.16M +$2.58K +62 +0.1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.99M -$284K -6,839 -7%
WANY
43
Wealthspire Advisors (New York)
New York
$3.87M +$3.48M +83,652 +883%
SS
44
Sound Stewardship
Kansas
$3.2M -$32.2K -776 -1%
WCM
45
WealthBridge Capital Management
Ohio
$3.12M +$271K +6,528 +10%
CST
46
Charles Schwab Trust
Nevada
$2.99M -$293K -7,052 -9%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$2.08K -50 -0.1%
JWA
48
JFS Wealth Advisors
Pennsylvania
$2.64M -$5.82K -140 -0.2%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$2.36M +$31K +757 +1%
CGL
50
Clarius Group LLC
Washington
$2.28M – – –
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