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

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFS Investments
Georgia
$23.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$16.7M
3
JWWM
3
Johnson & White Wealth Management
Pennsylvania
$4.49M
4
FFA
4
First Foundation Advisors
California
$14.5M
5
Jane Street
5
Jane Street
New York
$1.49M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$687M
2
Ameriprise
2
Ameriprise
Minnesota
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.2M
4
Bank of America
4
Bank of America
North Carolina
$85.1M
5
Invesco
5
Invesco
Georgia
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
51
KWB Wealth
California
$1.87M -$9.5K -300 -0.5%
MAM
52
Marquette Asset Management
Minnesota
$1.77M -$54.6K -1,660 -3%
RPG
53
Resource Planning Group
Georgia
$1.68M -$310K -9,435 -16%
DI
54
DFPG Investments
Utah
$1.57M +$106K +3,225 +7%
KAS
55
Kestra Advisory Services
Texas
$1.56M +$506K +15,385 +48%
Jane Street
56
Jane Street
New York
$1.49M +$1.49M +45,355 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$1.08M +32,695 +372%
PAG
58
Private Advisor Group
New Jersey
$1.31M +$1.31M +39,690 New
RCA
59
Resonant Capital Advisors
Wisconsin
$1.28M – – –
EWM
60
Evercore Wealth Management
New York
$1.25M -$658 -20 -0.1%
Citadel Advisors
61
Citadel Advisors
Florida
$1.18M -$385K -11,695 -25%
WP
62
WMS Partners
Maryland
$1.12M – – –
SWM
63
Shakespeare Wealth Management
Wisconsin
$1.08M -$9.54K -290 -0.9%
N
64
Natixis
France
$1.02M -$1.15M -34,885 -53%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$941K -$44.3K -1,345 -4%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$937K +$1.15K +35 +0.1%
SPIA
67
Steward Partners Investment Advisory
New York
$797K -$46.2K -1,405 -5%
VP
68
Verum Partners
North Carolina
$791K +$6.42K +195 +0.8%
B
69
Bridgeworth
Alabama
$785K – – –
PA
70
Parallel Advisors
California
$772K +$165 +5 +0%
SFP
71
Sterling Financial Planning
New Jersey
$767K -$107K -3,250 -12%
CCMI
72
Creative Capital Management Investments
California
$762K – – –
IFWM
73
Institute for Wealth Management
Colorado
$754K – – –
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$754K -$17.6K -535 -2%
PA
75
PFG Advisors
Arizona
$731K +$731K +22,225 New
1 2
3
4 5