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

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$659K +$183 +5 +0%
BSWM
77
Boston Standard Wealth Management
Massachusetts
$632K +$128K +3,495 +25%
PPA
78
Parametric Portfolio Associates
Washington
$622K +$250K +6,855 +67%
HC
79
Hoese & Co
Minnesota
$611K – – –
EWM
80
Empirical Wealth Management
Washington
$602K +$85.2K +2,330 +16%
Cerity Partners
81
Cerity Partners
New York
$600K – – –
BPA
82
Beacon Pointe Advisors
California
$598K +$598K +16,375 New
PWP
83
Principle Wealth Partners
Connecticut
$596K +$244K +6,670 +69%
DADC
84
D.A. Davidson & Co
Montana
$560K -$13.2K -360 -2%
Stifel Financial
85
Stifel Financial
Missouri
$541K +$5.48K +150 +1%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$534K – – –
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$528K -$7.68K -210 -1%
WP
88
WealthShield Partners
North Carolina
$500K +$500K +13,680 New
HCA
89
Harbour Capital Advisors
Virginia
$493K – – –
SWM
90
Spire Wealth Management
Virginia
$480K +$548 +15 +0.1%
Renaissance Technologies
91
Renaissance Technologies
New York
$457K +$457K +12,500 New
MWM
92
Mascoma Wealth Management
New Hampshire
$448K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$437K +$394K +10,785 +906%
SWAG
94
Spectrum Wealth Advisory Group
California
$435K -$270K -7,395 -38%
CTC
95
Central Trust Company
Missouri
$435K +$42K +1,150 +11%
TAM
96
Townsend Asset Management
North Carolina
$426K +$183 +5 +0%
TC
97
Trilogy Capital
California
$403K +$8.03K +220 +2%
B
98
Bridgeworth
Alabama
$395K – – –
AIA
99
AIMZ Investment Advisors
California
$384K – – –
SEA
100
Stegent Equity Advisors
Texas
$364K -$36.5K -1,000 -9%
2 3
4
5 6