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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
VP
76
Verum Partners
North Carolina
$1.01M -$22.1K -563 -2%
LSA
77
Lion Street Advisors
Texas
$966K – – –
CCMI
78
Creative Capital Management Investments
California
$909K – – –
Lido Advisors
79
Lido Advisors
California
$908K +$7.07K +180 +0.8%
IFWM
80
Institute for Wealth Management
Colorado
$890K – – –
O3W
81
Omni 360 Wealth
New Jersey
$880K -$4.28K -109 -0.5%
PA
82
Parallel Advisors
California
$877K +$79 +2 +0%
OPS
83
Orion Portfolio Solutions
Nebraska
$873K -$542K -13,811 -38%
BCI
84
Brinker Capital Investments
Pennsylvania
$873K -$542K -13,811 -38%
BJL
85
Brighton Jones LLC
Washington
$859K +$116K +2,954 +16%
PCFFS
86
Pacific Center for Financial Services
California
$824K +$786 +20 +0.1%
OPW
87
Oxler Private Wealth
New York
$800K -$19.6K -498 -2%
Corient Private Wealth
88
Corient Private Wealth
Florida
$785K -$55K -1,400 -7%
WA
89
Waddell & Associates
Tennessee
$770K -$161K -4,096 -17%
Two Sigma Investments
90
Two Sigma Investments
New York
$758K -$636K -16,200 -46%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$754K -$7.78K -200 -1%
SSWM
92
Smith Salley Wealth Management
North Carolina
$743K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$737K +$297K +7,557 +67%
HWP
94
Hibernia Wealth Partners
Louisiana
$658K -$36.4K -927 -5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$654K +$269K +6,841 +70%
ACM
96
Advance Capital Management
Michigan
$650K +$650K +16,544 New
SFP
97
Sterling Financial Planning
New Jersey
$644K -$139K -3,540 -18%
SWP
98
Stratos Wealth Partners
Ohio
$607K -$38.9K -991 -6%
FAIM
99
Financial Advocates Investment Management
Washington
$606K +$5.26K +134 +0.9%
Citigroup
100
Citigroup
New York
$604K +$65.4K +1,664 +12%
2 3
4
5 6