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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
IF
5
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
51
KWB Wealth
California
$1.88M -$236K -7,435 -11%
MAM
52
Marquette Asset Management
Minnesota
$1.76M -$1.11K -35 -0.1%
Citadel Advisors
53
Citadel Advisors
Florida
$1.51M -$563K -17,755 -27%
DI
54
DFPG Investments
Utah
$1.48M +$844K +25,360 +132%
RFC
55
Regions Financial Corp
Alabama
$1.23M +$1.23M +38,805 New
RCA
56
Resonant Capital Advisors
Wisconsin
$1.23M – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.2M -$1.48M -46,590 -55%
EWM
58
Evercore Wealth Management
New York
$1.2M +$10.8K +340 +0.9%
DAS
59
Dynamic Advisor Solutions
Arizona
$1.14M +$1.14M +36,035 New
WP
60
WMS Partners
Maryland
$1.08M – – –
SWM
61
Shakespeare Wealth Management
Wisconsin
$1.05M -$7.76K -245 -0.7%
KAS
62
Kestra Advisory Services
Texas
$1.02M -$94.7K -2,990 -9%
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$949K -$54.3K -1,715 -5%
TWM
64
Tradition Wealth Management
Minnesota
$919K -$149K -4,745 -14%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$901K +$1.27K +40 +0.1%
TRCT
66
Tower Research Capital (TRC)
New York
$882K +$823K +25,990 +1,401%
SFP
67
Sterling Financial Planning
New Jersey
$841K -$19.8K -625 -2%
SPIA
68
Steward Partners Investment Advisory
New York
$812K – – –
B
69
Bridgeworth
Alabama
$756K +$111K +3,500 +17%
VP
70
Verum Partners
North Carolina
$756K +$756K +23,850 New
PA
71
Parallel Advisors
California
$743K -$158 -5 -0%
CCMI
72
Creative Capital Management Investments
California
$734K +$734K +23,155 New
IFWM
73
Institute for Wealth Management
Colorado
$726K -$6.97K -220 -1%
OPW
74
Oxler Private Wealth
New York
$696K -$16.6K -525 -2%
KCM
75
Kathmere Capital Management
Pennsylvania
$663K +$65.1K +2,055 +11%
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