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

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
101
First Hawaiian Bank
Hawaii
$360K – – –
EWA
102
Exencial Wealth Advisors
Oklahoma
$358K – – –
PAS
103
Park Avenue Securities
New York
$355K -$2.92K -80 -0.8%
CWC
104
Carolinas Wealth Consulting
North Carolina
$348K +$913 +25 +0.3%
SCA
105
Snowden Capital Advisors
New York
$342K -$2.19K -60 -0.6%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$339K +$1.46K +40 +0.4%
WFA
107
Wade Financial Advisory
California
$338K – – –
KAS
108
Kestra Advisory Services
Texas
$332K -$963K -26,330 -74%
CMS
109
Capital Market Strategies
Florida
$321K – – –
NA
110
Nottingham Advisors
New York
$320K – – –
CCM
111
Carlson Capital Management
Minnesota
$319K – – –
PFP
112
Pinnacle Financial Partners
Tennessee
$297K +$297K +8,115 New
CST
113
Charles Schwab Trust
Nevada
$295K -$61.2K -1,675 -17%
PCA
114
Personal Capital Advisors
California
$286K -$12.8K -350 -4%
VFA
115
Valeo Financial Advisors
Indiana
$283K +$56.8K +1,555 +25%
WCF
116
West Coast Financial
California
$282K +$13.9K +380 +5%
AC
117
Abbrea Capital
California
$280K – – –
CTA
118
Colonial Trust Advisors
South Carolina
$279K – – –
MHS
119
M Holdings Securities
Oregon
$279K +$279K +7,625 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$274K +$3.1K +85 +1%
EWA
121
EP Wealth Advisors
California
$273K +$273K +7,475 New
BDF
122
Balasa Dinverno & Foltz
$271K – – –
William Blair & Company
123
William Blair & Company
Illinois
$265K -$4.93K -135 -2%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$250K – – –
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$234K +$234K +6,395 New
3 4
5
6 7