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

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
Cerity Partners
2
Cerity Partners
New York
$4.55M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.53M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.64M
5
EH
5
Equitable Holdings
New York
$3.15M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$697M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$733K
4
Invesco
4
Invesco
Georgia
$36.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
76
Verum Partners
North Carolina
$812K -$14.3K -415 -2%
CCMI
77
Creative Capital Management Investments
California
$796K – – –
IFWM
78
Institute for Wealth Management
Colorado
$788K – – –
PA
79
Parallel Advisors
California
$767K -$39.2K -1,140 -5%
OPW
80
Oxler Private Wealth
New York
$742K +$3.27K +95 +0.4%
SFP
81
Sterling Financial Planning
New Jersey
$733K -$67.7K -1,970 -8%
Corient Private Wealth
82
Corient Private Wealth
Florida
$733K -$3.26M -94,750 -82%
PCFFS
83
Pacific Center for Financial Services
California
$718K +$1.38K +40 +0.2%
ASN
84
Advisory Services Network
Georgia
$672K +$345K +10,040 +106%
BJL
85
Brighton Jones LLC
Washington
$657K +$13.7K +400 +2%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$648K +$185K +5,380 +40%
SSWM
87
Smith Salley Wealth Management
North Carolina
$642K -$17.2K -500 -3%
FAIM
88
Financial Advocates Investment Management
Washington
$634K +$687 +20 +0.1%
GT
89
Glenmede Trust
Pennsylvania
$625K – – –
TWM
90
Tradition Wealth Management
Minnesota
$619K +$344 +10 +0.1%
Two Sigma Investments
91
Two Sigma Investments
New York
$619K +$619K +18,000 New
MSWMA
92
Market Street Wealth Management Advisors
Indiana
$598K -$19.9K -580 -3%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$595K -$39.3K -1,145 -6%
BPA
94
Beacon Pointe Advisors
California
$568K +$33.3K +970 +6%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$536K +$74.2K +2,160 +16%
KCM
96
Kathmere Capital Management
Pennsylvania
$515K -$193K -5,630 -27%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$506K -$13.4K -390 -3%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$504K -$180K -5,245 -26%
WA
99
Waddell & Associates
Tennessee
$488K -$5.5K -160 -1%
Stifel Financial
100
Stifel Financial
Missouri
$481K +$172 +5 +0%
2 3
4
5 6