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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
101
Trilogy Capital
California
$322K 2,210 +1 +0%
WWM
102
Western Wealth Management
Colorado
$319K 2,198 +2,198 New
AIA
103
AIMZ Investment Advisors
California
$306K 2,100 – –
HC
104
Hoese & Co
Minnesota
$303K 2,076 -810 -28%
SWP
105
Stratos Wealth Partners
Ohio
$294K 2,016 +541 +37%
FHB
106
First Hawaiian Bank
Hawaii
$287K 1,971 – –
EWA
107
Exencial Wealth Advisors
Oklahoma
$285K 1,958 – –
PAS
108
Park Avenue Securities
New York
$280K 1,924 -9 -0.5%
SSWM
109
Sheets Smith Wealth Management
North Carolina
$272K 1,865 +4 +0.2%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$272K 1,864 +183 +11%
DWT
111
Dorsey & Whitney Trust
South Dakota
$272K 1,866 +1,866 New
SCA
112
Snowden Capital Advisors
New York
$271K 1,861 – –
WFA
113
Wade Financial Advisory
California
$270K 1,852 – –
CWC
114
Carolinas Wealth Consulting
North Carolina
$270K 1,855 +9 +0.5%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$262K 1,751 -39,565 -96%
CMS
116
Capital Market Strategies
Florida
$256K 1,755 – –
NA
117
Nottingham Advisors
New York
$255K 1,750 – –
REMPR
118
Roof Eidam Maycock Peralta (REMP)
California
$249K 1,708 +1,708 New
CCM
119
Carlson Capital Management
Minnesota
$247K 1,694 -52 -3%
SEA
120
Stegent Equity Advisors
Texas
$243K 1,664 -330 -17%
AWS
121
Atria Wealth Solutions
New York
$230K 1,580 +1,580 New
CCA
122
Cobblestone Capital Advisors
New York
$230K 1,581 +1,581 New
PCA
123
Personal Capital Advisors
California
$228K 1,565 – –
EH
124
Equitable Holdings
New York
$228K 1,563 +1,563 New
VFA
125
Valeo Financial Advisors
Indiana
$226K 1,550 +1 +0.1%
3 4
5
6 7