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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPW
76
Oxler Private Wealth
New York
$707K -$16.3K -495 -2%
PCFFS
77
Pacific Center for Financial Services
California
$687K +$687K +20,865 New
KCM
78
Kathmere Capital Management
Pennsylvania
$679K -$10K -305 -1%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$655K +$182K +5,535 +39%
SSWM
80
Smith Salley Wealth Management
North Carolina
$631K +$631K +19,180 New
GT
81
Glenmede Trust
Pennsylvania
$625K -$4.28K -130 -0.7%
Cerity Partners
82
Cerity Partners
New York
$623K +$25.4K +775 +4%
BJL
83
Brighton Jones LLC
Washington
$616K +$5.76K +175 +0.9%
RJT
84
Raymond James Trust
Florida
$609K -$5.6K -170 -0.9%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$607K +$79.1K +2,405 +15%
FAIM
86
Financial Advocates Investment Management
Washington
$606K +$494 +15 +0.1%
TWM
87
Tradition Wealth Management
Minnesota
$592K -$369K -11,210 -38%
MSWMA
88
Market Street Wealth Management Advisors
Indiana
$591K -$23.9K -725 -4%
BSWM
89
Boston Standard Wealth Management
Massachusetts
$591K -$6.75K -205 -1%
UCFA
90
United Capital Financial Advisors
Texas
$542K +$542K +16,470 New
BPA
91
Beacon Pointe Advisors
California
$512K -$4.28K -130 -0.8%
LSA
92
Lion Street Advisors
Texas
$502K +$502K +15,265 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$497K +$40.8K +1,240 +9%
SWP
94
Stratos Wealth Partners
Ohio
$481K +$130K +3,940 +37%
WA
95
Waddell & Associates
Tennessee
$473K -$9.38K -285 -2%
Stifel Financial
96
Stifel Financial
Missouri
$461K -$987 -30 -0.2%
EWM
97
Empirical Wealth Management
Washington
$448K +$69.3K +2,105 +18%
HCA
98
Harbour Capital Advisors
Virginia
$444K
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$443K +$48.5K +1,475 +12%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$442K +$41K +1,245 +10%