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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$2.28M +$428K +10,302 +23%
Two Sigma Investments
52
Two Sigma Investments
New York
$2.01M +$2.01M +48,400 New
MAM
53
Marquette Asset Management
Minnesota
$1.83M – – –
PAG
54
Private Advisor Group
New Jersey
$1.77M +$18.2K +438 +1%
BSWM
55
Boston Standard Wealth Management
Massachusetts
$1.77M +$52.9K +1,272 +3%
KAS
56
Kestra Advisory Services
Texas
$1.72M -$13.9K -335 -0.8%
PA
57
PFG Advisors
Arizona
$1.66M +$186K +4,485 +13%
US Bancorp
58
US Bancorp
Minnesota
$1.66M -$37.4K -900 -2%
GA
59
GSG Advisors
New Jersey
$1.63M – – –
SA
60
Sanctuary Advisors
Indiana
$1.62M +$56.5K +1,265 +4%
RCA
61
Resonant Capital Advisors
Wisconsin
$1.53M – – –
SC
62
Savant Capital
Illinois
$1.5M +$14.8K +355 +1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$270K +6,501 +22%
EWM
64
Evercore Wealth Management
New York
$1.46M – – –
KW
65
KWB Wealth
California
$1.44M +$4.96K +130 +0.3%
DAS
66
Diversify Advisory Services
Utah
$1.42M +$116K +2,794 +9%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.33M +$118K +2,849 +10%
ASN
68
Advisory Services Network
Georgia
$1.31M – – –
LSA
69
Lion Street Advisors
Texas
$1.18M +$135K +3,249 +13%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$1.17M -$7.85K -189 -0.7%
SWM
71
Shakespeare Wealth Management
Wisconsin
$1.1M -$23.9K -575 -2%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$1.08M +$831 +20 +0.1%
BJL
73
Brighton Jones LLC
Washington
$1.05M +$12.3K +297 +1%
VP
74
Verum Partners
North Carolina
$1.01M +$706 +17 +0.1%
Lido Advisors
75
Lido Advisors
California
$980K -$120K -2,882 -11%
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