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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
76
Glenmede Trust
Pennsylvania
$586K – – –
FAIM
77
Financial Advocates Investment Management
Washington
$586K +$33.4K +1,090 +6%
RJT
78
Raymond James Trust
Florida
$575K -$184K -6,000 -24%
BSWM
79
Boston Standard Wealth Management
Massachusetts
$565K +$27.5K +885 +5%
Cerity Partners
80
Cerity Partners
New York
$565K +$61.7K +2,010 +12%
Renaissance Technologies
81
Renaissance Technologies
New York
$537K +$153K +5,000 +40%
PWP
82
Principle Wealth Partners
Connecticut
$529K +$28.2K +920 +6%
B
83
Bridgeworth
Alabama
$494K +$163K +5,300 +49%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$473K +$24.5K +800 +5%
Stifel Financial
85
Stifel Financial
Missouri
$455K +$154 +5 +0%
BPA
86
Beacon Pointe Advisors
California
$444K -$58.1K -1,895 -12%
HC
87
Hoese & Co
Minnesota
$442K -$70.5K -2,300 -14%
DADC
88
D.A. Davidson & Co
Montana
$435K -$35K -1,140 -7%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$433K -$9.81K -320 -2%
HCA
90
Harbour Capital Advisors
Virginia
$414K – – –
WP
91
WealthShield Partners
North Carolina
$404K -$15.3K -500 -4%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$389K +$22.6K +740 +6%
MWM
93
Mascoma Wealth Management
New Hampshire
$376K – – –
EWM
94
Empirical Wealth Management
Washington
$375K -$129K -4,225 -26%
PTC
95
Private Trust Company
Ohio
$373K +$373K +12,175 New
CTC
96
Central Trust Company
Missouri
$370K +$4.91K +160 +1%
SWAG
97
Spectrum Wealth Advisory Group
California
$366K +$460 +15 +0.1%
TAM
98
Townsend Asset Management
North Carolina
$358K +$307 +10 +0.1%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$339K -$1.57M -51,110 -82%
TC
100
Trilogy Capital
California
$339K +$153 +5 +0%
2 3
4
5 6