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

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
Cerity Partners
2
Cerity Partners
New York
$4.55M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.53M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.64M
5
EH
5
Equitable Holdings
New York
$3.15M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$697M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$733K
4
Invesco
4
Invesco
Georgia
$36.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Empirical Wealth Management
Washington
$475K +$7.56K +220 +2%
HCA
102
Harbour Capital Advisors
Virginia
$467K – – –
DADC
103
D.A. Davidson & Co
Montana
$451K +$687 +20 +0.2%
Citadel Advisors
104
Citadel Advisors
Florida
$448K -$784K -22,810 -64%
SWP
105
Stratos Wealth Partners
Ohio
$446K -$56.9K -1,655 -11%
MWM
106
Mascoma Wealth Management
New Hampshire
$441K +$353K +49,100 +400%
WWM
107
Western Wealth Management
Colorado
$440K +$344 +10 +0.1%
EFS
108
Essex Financial Services
Connecticut
$425K +$425K +12,375 New
WP
109
WealthShield Partners
North Carolina
$396K +$11.9K +345 +3%
Renaissance Technologies
110
Renaissance Technologies
New York
$378K +$51.5K +1,500 +16%
ACP
111
Aviance Capital Partners
Florida
$373K -$1.89K -55 -0.5%
AIA
112
AIMZ Investment Advisors
California
$361K – – –
SWM
113
Spire Wealth Management
Virginia
$360K -$344 -10 -0.1%
SFS
114
Solitude Financial Services
Virginia
$359K -$32.3K -940 -8%
PC
115
Prairiewood Capital
North Dakota
$357K – – –
HC
116
Hoese & Co
Minnesota
$357K – – –
CTC
117
Central Trust Company
Missouri
$356K -$37.8K -1,100 -10%
TAM
118
Townsend Asset Management
North Carolina
$351K +$344 +10 +0.1%
SSWM
119
Sheets Smith Wealth Management
North Carolina
$346K +$21.1K +615 +7%
TC
120
Trilogy Capital
California
$343K +$272K +37,935 +388%
FHB
121
First Hawaiian Bank
Hawaii
$339K – – –
EWA
122
Exencial Wealth Advisors
Oklahoma
$336K – – –
CAM
123
Cresset Asset Management
Illinois
$335K +$335K +9,760 New
FA
124
Financial Alternatives
California
$328K -$17.2K -500 -5%
SCA
125
Snowden Capital Advisors
New York
$326K +$9.79K +285 +3%
3 4
5
6 7