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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
101
Market Street Wealth Management Advisors
Indiana
$591K -$4.32K -110 -0.7%
GT
102
Glenmede Trust
Pennsylvania
$573K – – –
FCP
103
Fidelis Capital Partners
Florida
$570K +$570K +14,500 New
TWM
104
Tradition Wealth Management
Minnesota
$550K -$29K -739 -5%
EFP
105
EnRich Financial Partners
Wisconsin
$525K -$16.5K -420 -3%
HCA
106
Harbour Capital Advisors
Virginia
$517K – – –
WWM
107
Western Wealth Management
Colorado
$500K -$22.3K -568 -4%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$489K -$10.1K -256 -2%
DADC
109
D.A. Davidson & Co
Montana
$489K -$43.8K -1,114 -8%
KCM
110
Kathmere Capital Management
Pennsylvania
$489K -$30.7K -781 -6%
SC
111
Savant Capital
Illinois
$467K +$123K +3,138 +36%
WP
112
WealthShield Partners
North Carolina
$454K +$1.96K +50 +0.4%
CAM
113
Cresset Asset Management
Illinois
$436K +$53.1K +1,351 +14%
HIM
114
Harbour Investment Management
Washington
$432K +$432K +11,004 New
AIA
115
AIMZ Investment Advisors
California
$412K – – –
ACP
116
Aviance Capital Partners
Florida
$409K +$3.54K +90 +0.9%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$401K +$1.26K +32 +0.3%
PC
118
Prairiewood Capital
North Dakota
$400K -$5.38K -137 -1%
CTC
119
Central Trust Company
Missouri
$400K +$2.04K +52 +0.5%
FHB
120
First Hawaiian Bank
Hawaii
$387K – – –
Northern Trust
121
Northern Trust
Illinois
$386K -$13.7K -350 -3%
TAM
122
Townsend Asset Management
North Carolina
$383K -$15.5K -395 -4%
TC
123
Trilogy Capital
California
$381K +$6.29K +160 +2%
SFA
124
Sequoia Financial Advisors
Ohio
$371K +$8.6K +219 +2%
EWA
125
Exencial Wealth Advisors
Oklahoma
$364K – – –
3 4
5
6 7