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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$55.9M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$7.06M
3
RJA
3
Raymond James & Associates
Florida
$35.5M
4
WP
4
WMS Partners
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$2.15M +$4.81K +127 +0.2%
CGL
52
Clarius Group LLC
Washington
$2.1M -$189K -4,949 -8%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.7M -$428K -11,233 -20%
MAM
54
Marquette Asset Management
Minnesota
$1.68M -$8.73K -229 -0.5%
PAG
55
Private Advisor Group
New Jersey
$1.61M -$48K -1,258 -3%
KAS
56
Kestra Advisory Services
Texas
$1.59M -$295K -7,743 -16%
TRCT
57
Tower Research Capital (TRC)
New York
$1.59M +$1.28M +33,685 +419%
BSWM
58
Boston Standard Wealth Management
Massachusetts
$1.57M +$13.3K +349 +0.9%
US Bancorp
59
US Bancorp
Minnesota
$1.55M -$3.81K -100 -0.2%
GA
60
GSG Advisors
New Jersey
$1.5M -$232K -6,140 -13%
KW
61
KWB Wealth
California
$1.47M -$59.2K -1,508 -4%
RCA
62
Resonant Capital Advisors
Wisconsin
$1.4M – – –
SC
63
Savant Capital
Illinois
$1.36M +$905K +23,741 +200%
PA
64
PFG Advisors
Arizona
$1.35M -$23.7K -622 -2%
EWM
65
Evercore Wealth Management
New York
$1.34M -$110K -2,890 -8%
SA
66
Sanctuary Advisors
Indiana
$1.31M +$1.31M +35,050 New
ASN
67
Advisory Services Network
Georgia
$1.31M -$176K -4,627 -12%
DAS
68
Diversify Advisory Services
Utah
$1.18M -$56.4K -1,496 -5%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.11M +$118K +3,089 +12%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$91K +2,386 +9%
FMWA
71
Forvis Mazars Wealth Advisors
Missouri
$1.08M -$725 -19 -0.1%
SWM
72
Shakespeare Wealth Management
Wisconsin
$1.03M -$2.59K -68 -0.3%
Lido Advisors
73
Lido Advisors
California
$1.01M +$127K +3,330 +14%
NEPWA
74
New England Private Wealth Advisors
Massachusetts
$994K +$992 +26 +0.1%
LSA
75
Lion Street Advisors
Texas
$958K -$24.8K -649 -3%
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3
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