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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$323K -$79.3K -2,590 -20%
AIA
102
AIMZ Investment Advisors
California
$322K – – –
SEA
103
Stegent Equity Advisors
Texas
$306K – – –
FHB
104
First Hawaiian Bank
Hawaii
$302K – – –
EWA
105
Exencial Wealth Advisors
Oklahoma
$300K – – –
PAS
106
Park Avenue Securities
New York
$296K -$1.53K -50 -0.5%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$295K +$103K +3,365 +54%
SCA
108
Snowden Capital Advisors
New York
$285K -$2.14K -70 -0.7%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$285K +$459 +15 +0.2%
WFA
110
Wade Financial Advisory
California
$284K – – –
CWC
111
Carolinas Wealth Consulting
North Carolina
$283K -$9.05K -295 -3%
CMS
112
Capital Market Strategies
Florida
$269K – – –
CCM
113
Carlson Capital Management
Minnesota
$268K – – –
NA
114
Nottingham Advisors
New York
$268K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$258K +$27.3K +890 +12%
BCI
116
Brinker Capital Investments
Pennsylvania
$247K +$247K +8,040 New
PCA
117
Personal Capital Advisors
California
$240K – – –
VFA
118
Valeo Financial Advisors
Indiana
$238K – – –
WCF
119
West Coast Financial
California
$237K – – –
KAS
120
Kestra Advisory Services
Texas
$236K -$42.7K -1,390 -15%
CTA
121
Colonial Trust Advisors
South Carolina
$235K – – –
AC
122
Abbrea Capital
California
$235K – – –
MHS
123
M Holdings Securities
Oregon
$234K – – –
BDF
124
Balasa Dinverno & Foltz
$227K – – –
SWP
125
Stratos Wealth Partners
Ohio
$226K +$31K +1,010 +16%
3 4
5
6 7