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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$32.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.3M
3
WA
3
Waverly Advisors
Alabama
$52.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
SFS
5
Solitude Financial Services
Virginia
$3.09M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.44M
2
KW
2
KWB Wealth
California
$1.81M
3
DI
3
DFPG Investments
Utah
$1.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$664M
5
IA
5
IFG Advisory
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
51
JFS Wealth Advisors
Pennsylvania
$2.13M -$66.8K -2,024 -3%
EH
52
Equitable Holdings
New York
$1.86M -$1.17M -35,429 -39%
KW
53
KWB Wealth
California
$1.81M -$7.54M -43,865 -81%
MAM
54
Marquette Asset Management
Minnesota
$1.69M – – –
US Bancorp
55
US Bancorp
Minnesota
$1.67M -$299K -9,065 -15%
KAS
56
Kestra Advisory Services
Texas
$1.61M +$45K +1,364 +3%
RPG
57
Resource Planning Group
Georgia
$1.53M -$163K -4,935 -10%
PAG
58
Private Advisor Group
New Jersey
$1.51M +$124K +3,762 +9%
GA
59
GSG Advisors
New Jersey
$1.51M +$1.51M +45,824 New
DI
60
DFPG Investments
Utah
$1.5M -$6.24M -198,111 -81%
OPS
61
Orion Portfolio Solutions
Nebraska
$1.32M -$1.14M -34,479 -46%
BCI
62
Brinker Capital Investments
Pennsylvania
$1.32M -$1.14M -34,479 -46%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.28M -$675K -20,460 -35%
EWM
64
Evercore Wealth Management
New York
$1.25M – – –
RCA
65
Resonant Capital Advisors
Wisconsin
$1.2M – – –
BSWM
66
Boston Standard Wealth Management
Massachusetts
$1.15M +$366K +11,090 +47%
WP
67
WMS Partners
Maryland
$1.15M +$22.7K +688 +2%
Lido Advisors
68
Lido Advisors
California
$1.13M -$127K -3,850 -10%
N
69
Natixis
France
$1.04M +$18.4K +558 +2%
PA
70
PFG Advisors
Arizona
$1.03M +$217K +6,591 +27%
SPIA
71
Steward Partners Investment Advisory
New York
$1.01M +$208K +6,318 +26%
SWM
72
Shakespeare Wealth Management
Wisconsin
$955K -$30.2K -916 -3%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$924K -$3.43K -104 -0.4%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$915K +$1.78K +54 +0.2%
Two Sigma Investments
75
Two Sigma Investments
New York
$897K +$304K +9,200 +51%
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