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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
IF
5
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
76
Brinker Capital Investments
Pennsylvania
$636K +$66.2K +2,090 +12%
GT
77
Glenmede Trust
Pennsylvania
$606K – – –
MSWMA
78
Market Street Wealth Management Advisors
Indiana
$592K -$34.1K -1,075 -5%
PWP
79
Principle Wealth Partners
Connecticut
$592K +$26.6K +840 +5%
RJT
80
Raymond James Trust
Florida
$592K -$2.7K -85 -0.5%
BJL
81
Brighton Jones LLC
Washington
$587K -$80.5K -2,540 -12%
FAIM
82
Financial Advocates Investment Management
Washington
$583K -$31.7K -1,000 -5%
Cerity Partners
83
Cerity Partners
New York
$578K -$13.2K -415 -2%
BSWM
84
Boston Standard Wealth Management
Massachusetts
$575K +$3.01K +95 +0.5%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$509K -$8.08K -255 -2%
BPA
86
Beacon Pointe Advisors
California
$497K +$497K +15,680 New
MW
87
MBL Wealth
North Carolina
$488K +$488K +15,400 New
WA
88
Waddell & Associates
Tennessee
$464K +$64.3K +2,030 +16%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$455K – – –
Stifel Financial
90
Stifel Financial
Missouri
$445K -$25.3K -800 -5%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$440K -$20.8K -655 -5%
JWWM
92
Johnson & White Wealth Management
Pennsylvania
$436K -$2.23M -107,285 -84%
HCA
93
Harbour Capital Advisors
Virginia
$426K – – –
DADC
94
D.A. Davidson & Co
Montana
$413K -$37.4K -1,180 -8%
WWM
95
Western Wealth Management
Colorado
$401K +$53.2K +1,680 +15%
MWM
96
Mascoma Wealth Management
New Hampshire
$389K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$386K +$91.1K +2,875 +31%
VPP
98
Vertex Planning Partners
Illinois
$381K +$381K +12,015 New
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$380K +$358K +11,310 +1,651%
WP
100
WealthShield Partners
North Carolina
$379K -$13K -410 -3%
2 3
4
5 6