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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
4
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$8.02M +$1.06M +25,591 +15%
TBWA
27
Three Bridge Wealth Advisors
California
$7.96M -$128K -3,068 -2%
DAS
28
Dynamic Advisor Solutions
Arizona
$7.93M -$54.8K -1,316 -0.7%
WWA
29
WCG Wealth Advisors
Nevada
$7.82M -$89.5K -2,152 -1%
AFA
30
Arlington Financial Advisors
California
$7.08M -$35K -840 -0.5%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$6.34M -$929K -22,320 -13%
RIA
32
Regal Investment Advisors
Michigan
$6.23M +$380K +9,127 +6%
PWM
33
Perigon Wealth Management
California
$5.78M +$196K +4,627 +4%
Two Sigma Investments
34
Two Sigma Investments
New York
$5.53M +$3.52M +84,600 +175%
IAA
35
Independent Advisor Alliance
North Carolina
$5.49M +$5.49M +131,978 New
CWM
36
Cornerstone Wealth Management
Missouri
$5.34M -$42.2K -1,015 -0.8%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$5.3M +$4.97M +119,459 +1,505%
Cerity Partners
38
Cerity Partners
New York
$5.29M -$324K -7,785 -6%
SPIA
39
Steward Partners Investment Advisory
New York
$4.8M +$507K +12,188 +12%
AFG
40
Albion Financial Group
Utah
$4.67M – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$4.58M -$68.4K -1,643 -1%
Creative Planning
42
Creative Planning
Kansas
$4.46M -$295K -7,091 -6%
TFP
43
Traction Financial Partners
Wyoming
$4.43M +$3.71M +89,099 +513%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$4.34M +$340K +8,183 +9%
Ameriprise
45
Ameriprise
Minnesota
$4.27M -$253K -6,087 -6%
WANY
46
Wealthspire Advisors (New York)
New York
$4.09M +$219K +5,273 +6%
LPT
47
Legacy Private Trust
Wisconsin
$4.07M -$96.1K -2,310 -2%
WCM
48
WealthBridge Capital Management
Ohio
$3.19M +$66.8K +1,605 +2%
SS
49
Sound Stewardship
Kansas
$3.16M -$38.1K -916 -1%
CST
50
Charles Schwab Trust
Nevada
$2.91M -$85.7K -2,060 -3%
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