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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
4
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$1.09M +$1.37K +33 +0.1%
Lido Advisors
77
Lido Advisors
California
$1.09M +$104K +2,502 +11%
SWM
78
Shakespeare Wealth Management
Wisconsin
$1.06M -$43.3K -1,040 -4%
BJL
79
Brighton Jones LLC
Washington
$1.05M -$2.29K -55 -0.2%
VP
80
Verum Partners
North Carolina
$1.01M +$1.25K +30 +0.1%
IFWM
81
Institute for Wealth Management
Colorado
$934K -$8.9K -214 -0.9%
DADC
82
D.A. Davidson & Co
Montana
$932K +$87.9K +2,113 +10%
O3W
83
Omni 360 Wealth
New Jersey
$910K -$6.16K -148 -0.7%
PCFFS
84
Pacific Center for Financial Services
California
$856K -$16.6K -398 -2%
PA
85
Parallel Advisors
California
$856K -$91.6K -2,202 -10%
SSWM
86
Smith Salley Wealth Management
North Carolina
$835K -$88.9K -2,136 -10%
FCP
87
Fidelis Capital Partners
Florida
$760K – – –
Corient Private Wealth
88
Corient Private Wealth
Florida
$745K +$3.83K +92 +0.5%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$730K +$1.96K +48 +0.3%
WA
90
Waddell & Associates
Tennessee
$729K -$34.7K -835 -5%
GBFP
91
Golden Bell Financial Planning
Georgia
$727K +$727K +17,468 New
Osaic Holdings
92
Osaic Holdings
Arizona
$716K -$34.2K -822 -5%
Citigroup
93
Citigroup
New York
$702K +$5.12K +123 +0.7%
OPW
94
Oxler Private Wealth
New York
$679K -$144K -3,458 -17%
MCM
95
MAI Capital Management
Ohio
$655K +$245K +5,880 +60%
SFA
96
Sequoia Financial Advisors
Ohio
$643K +$188K +4,524 +41%
IC
97
IEQ Capital
California
$634K +$3.2K +77 +0.5%
SWP
98
Stratos Wealth Partners
Ohio
$625K -$15.8K -379 -2%
GT
99
Glenmede Trust
Pennsylvania
$608K – – –
LFG
100
Larson Financial Group
Missouri
$607K +$99.9K +2,401 +20%
2 3
4
5 6