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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92M
2
CSIA
2
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
3
LPL Financial
California
$46M
4
SAM
4
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.33M
2
IF
2
Intrua Financial
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$21.9M
4
CC
4
Callan Capital
California
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Empirical Wealth Management
Washington
$539K +$14.6K +390 +3%
EFP
102
EnRich Financial Partners
Wisconsin
$517K +$517K +13,794 New
Citigroup
103
Citigroup
New York
$514K -$439K -11,704 -46%
DADC
104
D.A. Davidson & Co
Montana
$508K +$16.6K +444 +3%
WWM
105
Western Wealth Management
Colorado
$498K -$5.06K -135 -1%
KCM
106
Kathmere Capital Management
Pennsylvania
$496K -$61.2K -1,632 -11%
HCA
107
Harbour Capital Advisors
Virginia
$489K – – –
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$476K -$18.8K -502 -4%
WP
109
WealthShield Partners
North Carolina
$432K +$10.3K +275 +2%
EFS
110
Essex Financial Services
Connecticut
$427K +$75 +2 +0%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$421K +$421K +11,217 New
PCMC
112
Private Capital Management (Colorado)
Colorado
$400K -$157K -4,200 -28%
AIA
113
AIMZ Investment Advisors
California
$394K – – –
PC
114
Prairiewood Capital
North Dakota
$387K -$2.36K -63 -0.6%
ACP
115
Aviance Capital Partners
Florida
$387K -$18.7K -500 -5%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$382K +$3.6K +96 +1%
Northern Trust
117
Northern Trust
Illinois
$381K +$126K +3,350 +49%
TAM
118
Townsend Asset Management
North Carolina
$380K +$300 +8 +0.1%
CTC
119
Central Trust Company
Missouri
$380K – – –
TFP
120
Traction Financial Partners
Wyoming
$377K +$377K +10,044 New
FHB
121
First Hawaiian Bank
Hawaii
$369K – – –
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$367K -$1.09M -28,951 -75%
CAM
123
Cresset Asset Management
Illinois
$365K -$4.99K -133 -1%
Stifel Financial
124
Stifel Financial
Missouri
$360K -$194K -5,162 -35%
TC
125
Trilogy Capital
California
$358K – – –
3 4
5
6 7