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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$32.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.3M
3
WA
3
Waverly Advisors
Alabama
$52.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
SFS
5
Solitude Financial Services
Virginia
$3.09M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.44M
2
KW
2
KWB Wealth
California
$1.81M
3
DI
3
DFPG Investments
Utah
$1.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$664M
5
IA
5
IFG Advisory
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
101
Kathmere Capital Management
Pennsylvania
$490K -$4.69K -142 -0.9%
Stifel Financial
102
Stifel Financial
Missouri
$487K +$24.5K +744 +5%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$484K -$1.49K -45 -0.3%
Corient Private Wealth
104
Corient Private Wealth
Florida
$480K -$224K -6,775 -32%
Renaissance Technologies
105
Renaissance Technologies
New York
$465K +$102K +3,100 +28%
EWM
106
Empirical Wealth Management
Washington
$462K +$5.44K +165 +1%
HCA
107
Harbour Capital Advisors
Virginia
$445K – – –
WWM
108
Western Wealth Management
Colorado
$443K +$20.4K +618 +5%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$436K -$47.9K -1,451 -10%
DADC
110
D.A. Davidson & Co
Montana
$433K -$99 -3 -0%
MWM
111
Mascoma Wealth Management
New Hampshire
$405K -$1.62M -49,100 -80%
EFS
112
Essex Financial Services
Connecticut
$376K -$32.6K -988 -8%
WP
113
WealthShield Partners
North Carolina
$371K -$9.07K -275 -2%
ACP
114
Aviance Capital Partners
Florida
$357K -$1.32K -40 -0.4%
AIA
115
AIMZ Investment Advisors
California
$346K – – –
PC
116
Prairiewood Capital
North Dakota
$343K -$99 -3 -0%
HC
117
Hoese & Co
Minnesota
$342K – – –
PFP
118
Pinnacle Financial Partners
Tennessee
$336K +$119K +3,603 +55%
CTC
119
Central Trust Company
Missouri
$334K -$7.16K -217 -2%
TAM
120
Townsend Asset Management
North Carolina
$334K -$3.1K -94 -0.9%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$333K +$792 +24 +0.2%
SWM
122
Spire Wealth Management
Virginia
$332K -$12.8K -387 -4%
CAM
123
Cresset Asset Management
Illinois
$326K +$3.7K +112 +1%
FHB
124
First Hawaiian Bank
Hawaii
$325K – – –
EWA
125
Exencial Wealth Advisors
Oklahoma
$323K – – –
3 4
5
6 7