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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$55.9M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$7.06M
3
RJA
3
Raymond James & Associates
Florida
$35.5M
4
WP
4
WMS Partners
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
76
Brighton Jones LLC
Washington
$951K +$117K +3,066 +14%
VP
77
Verum Partners
North Carolina
$922K -$61.3K -1,606 -6%
Osaic Holdings
78
Osaic Holdings
Arizona
$872K -$444K -11,646 -34%
GS
79
GTS Securities
New York
$868K -$677K -17,745 -44%
IFWM
80
Institute for Wealth Management
Colorado
$864K – – –
CCMI
81
Creative Capital Management Investments
California
$857K -$26.3K -689 -3%
O3W
82
Omni 360 Wealth
New Jersey
$847K -$7.55K -198 -0.9%
PA
83
Parallel Advisors
California
$830K -$21.2K -555 -2%
PCFFS
84
Pacific Center for Financial Services
California
$799K -$1.45K -38 -0.2%
OPW
85
Oxler Private Wealth
New York
$780K +$3.2K +84 +0.4%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$724K +$1.31K +34 +0.2%
SSWM
87
Smith Salley Wealth Management
North Carolina
$722K – – –
WA
88
Waddell & Associates
Tennessee
$709K -$39.1K -1,026 -5%
FCP
89
Fidelis Capital Partners
Florida
$681K +$132K +3,475 +24%
TFP
90
Traction Financial Partners
Wyoming
$650K +$337K +8,481 +108%
S
91
Sachetta
Massachusetts
$616K -$732K -17,628 -54%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$616K -$118K -3,105 -16%
FAIM
93
Financial Advocates Investment Management
Washington
$588K +$229 +6 +0%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$585K +$355K +9,307 +154%
IC
95
IEQ Capital
California
$578K +$578K +15,165 New
Corient Private Wealth
96
Corient Private Wealth
Florida
$577K -$185K -4,861 -24%
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$574K – – –
Citigroup
98
Citigroup
New York
$565K -$22K -578 -4%
SWP
99
Stratos Wealth Partners
Ohio
$564K -$25.6K -671 -4%
SFP
100
Sterling Financial Planning
New Jersey
$559K -$66.1K -1,732 -11%
2 3
4
5 6