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

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
Cerity Partners
2
Cerity Partners
New York
$4.55M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.53M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.64M
5
EH
5
Equitable Holdings
New York
$3.15M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$697M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$733K
4
Invesco
4
Invesco
Georgia
$36.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$2.29M -$1.38K -40 -0.1%
Creative Planning
52
Creative Planning
Kansas
$2.27M -$114K -3,330 -5%
WCM
53
WealthBridge Capital Management
Ohio
$2.14M +$76.5K +2,225 +4%
US Bancorp
54
US Bancorp
Minnesota
$2.05M -$19.6K -570 -0.9%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.03M +$1.77M +51,645 +683%
KW
56
KWB Wealth
California
$1.87M -$162K -4,715 -8%
DI
57
DFPG Investments
Utah
$1.79M +$1.44M +197,800 +414%
RPG
58
Resource Planning Group
Georgia
$1.76M +$5.16K +150 +0.3%
MAM
59
Marquette Asset Management
Minnesota
$1.76M -$94.2K -2,740 -5%
KAS
60
Kestra Advisory Services
Texas
$1.63M +$2.75K +80 +0.2%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$35.7K +1,040 +3%
PAG
62
Private Advisor Group
New Jersey
$1.45M +$83.7K +2,435 +6%
Lido Advisors
63
Lido Advisors
California
$1.31M +$1.31M +38,215 New
EWM
64
Evercore Wealth Management
New York
$1.3M – – –
RCA
65
Resonant Capital Advisors
Wisconsin
$1.25M -$78.7K -2,290 -6%
WP
66
WMS Partners
Maryland
$1.17M – – –
N
67
Natixis
France
$1.07M +$4.14K +120 +0.4%
SWM
68
Shakespeare Wealth Management
Wisconsin
$1.03M -$104K -3,025 -9%
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$966K -$17K -495 -2%
NEPWA
70
New England Private Wealth Advisors
Massachusetts
$952K -$26.8K -780 -3%
TRCT
71
Tower Research Capital (TRC)
New York
$909K +$595K +17,310 +189%
PA
72
PFG Advisors
Arizona
$851K +$86.8K +2,525 +11%
SPIA
73
Steward Partners Investment Advisory
New York
$833K – – –
B
74
Bridgeworth
Alabama
$820K – – –
BSWM
75
Boston Standard Wealth Management
Massachusetts
$813K +$196K +5,720 +32%
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3
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