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Invesco FTSE RAFI US 1500 Small-Mid ETF

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$2.22M +$570K +14,521 +35%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$2.19M +$590K +15,020 +37%
KAS
53
Kestra Advisory Services
Texas
$1.95M +$42.3K +1,078 +2%
GA
54
GSG Advisors
New Jersey
$1.77M
MAM
55
Marquette Asset Management
Minnesota
$1.74M -$3.61K -92 -0.2%
PAG
56
Private Advisor Group
New Jersey
$1.71M -$23.1K -587 -1%
BSWM
57
Boston Standard Wealth Management
Massachusetts
$1.61M +$241K +6,142 +18%
US Bancorp
58
US Bancorp
Minnesota
$1.6M -$279K -7,111 -15%
Jane Street
59
Jane Street
New York
$1.59M +$1.59M +40,517 New
GS
60
GTS Securities
New York
$1.59M +$1.59M +40,494 New
KW
61
KWB Wealth
California
$1.53M -$359K -9,143 -19%
ASN
62
Advisory Services Network
Georgia
$1.53M +$267K +6,787 +21%
EWM
63
Evercore Wealth Management
New York
$1.49M
RCA
64
Resonant Capital Advisors
Wisconsin
$1.44M +$10.3K +262 +0.7%
PA
65
PFG Advisors
Arizona
$1.42M +$172K +4,369 +14%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.36M -$21.6M -549,482 -94%
WP
67
WMS Partners
Maryland
$1.34M
DAS
68
Diversify Advisory Services
Utah
$1.28M +$1.28M +32,878 New
S
69
Sachetta
Massachusetts
$1.22M
Citadel Advisors
70
Citadel Advisors
Florida
$1.18M +$1.18M +29,923 New
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$1.11M +$471 +12 +0%
SWM
72
Shakespeare Wealth Management
Wisconsin
$1.06M -$13K -330 -1%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$348K +8,851 +50%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.03M +$244K +6,202 +31%
NEPWA
75
New England Private Wealth Advisors
Massachusetts
$1.01M +$779 +20 +0.1%