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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$32.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.3M
3
WA
3
Waverly Advisors
Alabama
$52.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
SFS
5
Solitude Financial Services
Virginia
$3.09M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.44M
2
KW
2
KWB Wealth
California
$1.81M
3
DI
3
DFPG Investments
Utah
$1.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$664M
5
IA
5
IFG Advisory
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
76
Verum Partners
North Carolina
$876K +$96.4K +2,921 +12%
HWP
77
Hibernia Wealth Partners
Louisiana
$839K +$839K +25,437 New
Citigroup
78
Citigroup
New York
$839K +$688K +20,858 +457%
ASN
79
Advisory Services Network
Georgia
$779K +$135K +4,083 +21%
B
80
Bridgeworth
Alabama
$776K -$11.1K -335 -1%
CCMI
81
Creative Capital Management Investments
California
$764K -$99 -3 -0%
IFWM
82
Institute for Wealth Management
Colorado
$747K -$9.11K -276 -1%
PA
83
Parallel Advisors
California
$736K +$198 +6 +0%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$691K +$691K +20,950 New
PCFFS
85
Pacific Center for Financial Services
California
$691K +$1.19K +36 +0.2%
OPW
86
Oxler Private Wealth
New York
$686K -$26.1K -792 -4%
LSA
87
Lion Street Advisors
Texas
$665K +$665K +20,154 New
SFP
88
Sterling Financial Planning
New Jersey
$662K -$42.2K -1,278 -6%
GT
89
Glenmede Trust
Pennsylvania
$626K – – –
BJL
90
Brighton Jones LLC
Washington
$623K -$7.72K -234 -1%
SSWM
91
Smith Salley Wealth Management
North Carolina
$616K – – –
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$615K -$6.76K -205 -1%
FAIM
93
Financial Advocates Investment Management
Washington
$593K -$15.9K -483 -3%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$587K +$72.8K +2,207 +14%
MSWMA
95
Market Street Wealth Management Advisors
Indiana
$565K -$9.11K -276 -2%
SWP
96
Stratos Wealth Partners
Ohio
$546K +$118K +3,589 +28%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$534K -$37.4K -1,134 -7%
TWM
98
Tradition Wealth Management
Minnesota
$523K -$71K -2,152 -12%
WA
99
Waddell & Associates
Tennessee
$508K +$39.9K +1,210 +9%
PCMC
100
Private Capital Management (Colorado)
Colorado
$491K +$491K +14,880 New
2 3
4
5 6