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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$1.78M -$497K -17,070 -22%
Creative Planning
52
Creative Planning
Kansas
$1.74M +$3.21K +110 +0.2%
MAM
53
Marquette Asset Management
Minnesota
$1.62M -$28.1K -965 -2%
PC
54
Prairiewood Capital
North Dakota
$1.59M +$792K +27,185 +100%
WCM
55
WealthBridge Capital Management
Ohio
$1.49M – – –
RCA
56
Resonant Capital Advisors
Wisconsin
$1.13M – – –
EWM
57
Evercore Wealth Management
New York
$1.1M – – –
KAS
58
Kestra Advisory Services
Texas
$1.02M +$797K +27,340 +356%
WP
59
WMS Partners
Maryland
$992K +$992K +34,035 New
TWM
60
Tradition Wealth Management
Minnesota
$977K -$26.9K -935 -3%
SWM
61
Shakespeare Wealth Management
Wisconsin
$974K -$10.8K -370 -1%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$923K -$87.1K -2,990 -9%
NEPWA
63
New England Private Wealth Advisors
Massachusetts
$827K -$13.1K -450 -2%
SFP
64
Sterling Financial Planning
New Jersey
$792K -$19.5K -670 -2%
SPIA
65
Steward Partners Investment Advisory
New York
$747K +$146 +5 +0%
PA
66
Parallel Advisors
California
$683K +$146 +5 +0%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$682K – – –
IFWM
68
Institute for Wealth Management
Colorado
$675K -$10.2K -350 -1%
OPW
69
Oxler Private Wealth
New York
$656K -$26.1K -895 -4%
Renaissance Technologies
70
Renaissance Technologies
New York
$641K +$131K +4,500 +26%
BJL
71
Brighton Jones LLC
Washington
$614K +$15.3K +525 +3%
PCFFS
72
Pacific Center for Financial Services
California
$606K +$1.75K +60 +0.3%
DI
73
DFPG Investments
Utah
$594K +$594K +19,240 New
AC
74
AlphaCore Capital
California
$593K – – –
B
75
Bridgeworth
Alabama
$593K +$124K +4,250 +26%
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3
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