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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92M
2
CSIA
2
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
3
LPL Financial
California
$46M
4
SAM
4
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.33M
2
IF
2
Intrua Financial
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$21.9M
4
CC
4
Callan Capital
California
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
76
Verum Partners
North Carolina
$988K -$7.35K -196 -0.7%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$976K -$64.4K -1,717 -6%
LSA
78
Lion Street Advisors
Texas
$966K +$210K +5,614 +28%
WA
79
Waddell & Associates
Tennessee
$889K +$311K +8,295 +54%
B
80
Bridgeworth
Alabama
$882K – – –
CCMI
81
Creative Capital Management Investments
California
$868K – – –
Lido Advisors
82
Lido Advisors
California
$860K -$428K -11,417 -33%
IFWM
83
Institute for Wealth Management
Colorado
$849K – – –
O3W
84
Omni 360 Wealth
New Jersey
$844K +$844K +22,519 New
PA
85
Parallel Advisors
California
$837K +$75 +2 +0%
Corient Private Wealth
86
Corient Private Wealth
Florida
$802K +$257K +6,846 +47%
PCFFS
87
Pacific Center for Financial Services
California
$786K +$1.01K +27 +0.1%
OPW
88
Oxler Private Wealth
New York
$782K +$2.55K +68 +0.3%
SFP
89
Sterling Financial Planning
New Jersey
$747K -$4.91K -131 -0.7%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$747K +$79.2K +2,112 +12%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$734K -$51.7K -1,380 -7%
SSWM
92
Smith Salley Wealth Management
North Carolina
$709K +$9K +240 +1%
BJL
93
Brighton Jones LLC
Washington
$709K +$1.28K +34 +0.2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$669K +$118K +3,160 +22%
HWP
95
Hibernia Wealth Partners
Louisiana
$663K -$291K -7,756 -30%
SWP
96
Stratos Wealth Partners
Ohio
$616K -$4.16K -111 -0.7%
FAIM
97
Financial Advocates Investment Management
Washington
$573K -$100K -2,677 -15%
MSWMA
98
Market Street Wealth Management Advisors
Indiana
$569K -$73.3K -1,954 -11%
TWM
99
Tradition Wealth Management
Minnesota
$553K -$41.6K -1,110 -7%
GT
100
Glenmede Trust
Pennsylvania
$547K -$164K -4,385 -23%
2 3
4
5 6