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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$1.99M +$37.3K +970 +2%
Creative Planning
52
Creative Planning
Kansas
$1.82M +$203K +6,615 +13%
MAM
53
Marquette Asset Management
Minnesota
$1.73M -$775K -25,260 -31%
WA
54
Waddell & Associates
Tennessee
$1.58M -$17.7M -575,645 -92%
CST
55
Charles Schwab Trust
Nevada
$1.57M +$1.32M +42,970 +532%
WCM
56
WealthBridge Capital Management
Ohio
$1.49M +$105K +3,410 +8%
RCA
57
Resonant Capital Advisors
Wisconsin
$1.19M – – –
EWM
58
Evercore Wealth Management
New York
$1.15M – – –
FMWA
59
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$315K -10,265 -23%
TWM
60
Tradition Wealth Management
Minnesota
$1.06M +$268K +8,815 +34%
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$1.05M -$1.1K -30 -0.1%
SWM
62
Shakespeare Wealth Management
Wisconsin
$1.04M -$19K -615 -2%
Jane Street
63
Jane Street
New York
$880K +$880K +28,680 New
SFP
64
Sterling Financial Planning
New Jersey
$854K -$42.2K -1,375 -5%
PC
65
Prairiewood Capital
North Dakota
$834K +$834K +27,190 New
SPIA
66
Steward Partners Investment Advisory
New York
$786K -$9.81K -320 -1%
IFWM
67
Institute for Wealth Management
Colorado
$721K -$3.84K -125 -0.5%
PA
68
Parallel Advisors
California
$719K – – –
OPW
69
Oxler Private Wealth
New York
$718K +$1.99K +65 +0.3%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$717K – – –
SFS
71
Solitude Financial Services
Virginia
$638K -$4.3M -140,335 -87%
PCFFS
72
Pacific Center for Financial Services
California
$636K +$766 +25 +0.1%
BJL
73
Brighton Jones LLC
Washington
$630K +$919 +30 +0.1%
AC
74
AlphaCore Capital
California
$624K +$24.7K +805 +4%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$606K -$4.44K -145 -0.7%
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