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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
IF
5
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
101
Aviance Capital Partners
Florida
$373K +$13.8K +435 +4%
EWM
102
Empirical Wealth Management
Washington
$365K -$24.9K -785 -6%
SFS
103
Solitude Financial Services
Virginia
$358K -$6.34K -200 -2%
HC
104
Hoese & Co
Minnesota
$351K – – –
TC
105
Trilogy Capital
California
$350K +$158 +5 +0%
CTC
106
Central Trust Company
Missouri
$345K -$9.51K -300 -3%
SWP
107
Stratos Wealth Partners
Ohio
$338K +$18.9K +595 +6%
PC
108
Prairiewood Capital
North Dakota
$336K -$1.39M -43,785 -81%
AIA
109
AIMZ Investment Advisors
California
$333K – – –
TAM
110
Townsend Asset Management
North Carolina
$323K -$47.4K -1,495 -13%
FA
111
Financial Alternatives
California
$318K +$318K +10,035 New
AWS
112
Atria Wealth Solutions
New York
$314K +$64.2K +2,025 +26%
ASN
113
Advisory Services Network
Georgia
$313K +$313K +9,890 New
AC
114
AlphaCore Capital
California
$313K -$332K -10,485 -52%
FHB
115
First Hawaiian Bank
Hawaii
$312K – – –
EWA
116
Exencial Wealth Advisors
Oklahoma
$310K – – –
PAS
117
Park Avenue Securities
New York
$307K +$2.53K +80 +0.8%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$298K +$1.02K +30 +0.3%
SSWM
119
Sheets Smith Wealth Management
North Carolina
$298K +$2.85K +90 +1%
SCA
120
Snowden Capital Advisors
New York
$295K +$158 +5 +0.1%
CWC
121
Carolinas Wealth Consulting
North Carolina
$295K +$792 +25 +0.3%
WFA
122
Wade Financial Advisory
California
$293K – – –
Renaissance Technologies
123
Renaissance Technologies
New York
$285K -$412K -13,000 -59%
FTUS
124
Flow Traders U.S.
New York
$284K +$284K +8,975 New
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$281K +$718 +60 +0.3%
3 4
5
6 7