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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92M
2
CSIA
2
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
3
LPL Financial
California
$46M
4
SAM
4
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.33M
2
IF
2
Intrua Financial
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$21.9M
4
CC
4
Callan Capital
California
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$2.35M +$237K +6,335 +11%
CGL
52
Clarius Group LLC
Washington
$2.26M -$799K -21,312 -26%
KAS
53
Kestra Advisory Services
Texas
$1.82M -$15.1K -404 -0.8%
KW
54
KWB Wealth
California
$1.81M +$1.41M +37,635 +358%
US Bancorp
55
US Bancorp
Minnesota
$1.8M -$102K -2,716 -5%
MAM
56
Marquette Asset Management
Minnesota
$1.67M -$251K -6,690 -13%
GA
57
GSG Advisors
New Jersey
$1.66M – – –
PAG
58
Private Advisor Group
New Jersey
$1.65M -$69K -1,841 -4%
SPIA
59
Steward Partners Investment Advisory
New York
$1.57M +$429K +11,441 +37%
RPG
60
Resource Planning Group
Georgia
$1.57M -$165K -4,403 -10%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.53M +$832K +22,185 +119%
EWM
62
Evercore Wealth Management
New York
$1.42M – – –
DI
63
DFPG Investments
Utah
$1.4M -$317K -8,757 -18%
RCA
64
Resonant Capital Advisors
Wisconsin
$1.37M – – –
Two Sigma Investments
65
Two Sigma Investments
New York
$1.33M +$311K +8,300 +31%
OPS
66
Orion Portfolio Solutions
Nebraska
$1.32M -$148K -4,037 -10%
BCI
67
Brinker Capital Investments
Pennsylvania
$1.32M -$148K -4,037 -10%
WP
68
WMS Partners
Maryland
$1.28M -$25.8K -688 -2%
S
69
Sachetta
Massachusetts
$1.22M +$1.22M +32,461 New
ASN
70
Advisory Services Network
Georgia
$1.2M +$319K +8,510 +36%
PA
71
PFG Advisors
Arizona
$1.19M +$12.3K +329 +1%
N
72
Natixis
France
$1.17M -$18.4K -491 -2%
BSWM
73
Boston Standard Wealth Management
Massachusetts
$1.15M – – –
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$9.82K +262 +0.9%
SWM
75
Shakespeare Wealth Management
Wisconsin
$1.03M -$57.8K -1,542 -5%
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