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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$947K +$42.2K +1,015 +5%
IFWM
77
Institute for Wealth Management
Colorado
$941K – – –
SSWM
78
Smith Salley Wealth Management
North Carolina
$923K +$137K +3,286 +17%
O3W
79
Omni 360 Wealth
New Jersey
$915K -$7.65K -184 -0.8%
PCFFS
80
Pacific Center for Financial Services
California
$872K +$1.12K +27 +0.1%
DADC
81
D.A. Davidson & Co
Montana
$843K +$327K +7,878 +64%
OPW
82
Oxler Private Wealth
New York
$822K -$27.8K -668 -3%
WA
83
Waddell & Associates
Tennessee
$762K -$9.85K -237 -1%
Osaic Holdings
84
Osaic Holdings
Arizona
$749K -$201K -4,838 -21%
HWP
85
Hibernia Wealth Partners
Louisiana
$743K +$743K +17,877 New
Corient Private Wealth
86
Corient Private Wealth
Florida
$740K +$111K +2,683 +18%
FCP
87
Fidelis Capital Partners
Florida
$739K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$728K -$40.7K -996 -5%
TFP
89
Traction Financial Partners
Wyoming
$722K +$42K +1,010 +6%
Citigroup
90
Citigroup
New York
$696K +$80.9K +1,948 +13%
SWP
91
Stratos Wealth Partners
Ohio
$640K +$25.7K +619 +4%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$632K -$43.6K -1,050 -6%
IC
93
IEQ Capital
California
$630K – – –
GT
94
Glenmede Trust
Pennsylvania
$607K – – –
FAIM
95
Financial Advocates Investment Management
Washington
$599K -$42.1K -1,013 -7%
SFP
96
Sterling Financial Planning
New Jersey
$597K -$12K -288 -2%
MSWMA
97
Market Street Wealth Management Advisors
Indiana
$570K -$55.3K -1,330 -9%
ACM
98
Advance Capital Management
Michigan
$560K +$1.66K +40 +0.3%
WWM
99
Western Wealth Management
Colorado
$557K +$208 +5 +0%
HCA
100
Harbour Capital Advisors
Virginia
$555K – – –
2 3
4
5 6