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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$55.9M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$7.06M
3
RJA
3
Raymond James & Associates
Florida
$35.5M
4
WP
4
WMS Partners
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$557K +$76 +2 +0%
ACM
102
Advance Capital Management
Michigan
$513K -$118K -3,095 -19%
TWM
103
Tradition Wealth Management
Minnesota
$512K -$21.7K -570 -4%
WWM
104
Western Wealth Management
Colorado
$511K +$25.5K +669 +5%
HCA
105
Harbour Capital Advisors
Virginia
$509K – – –
EFP
106
EnRich Financial Partners
Wisconsin
$501K -$9.34K -245 -2%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$480K +$5K +131 +1%
DADC
108
D.A. Davidson & Co
Montana
$473K -$1.56K -41 -0.3%
Comerica Bank
109
Comerica Bank
Texas
$471K +$182K +4,770 +63%
EFS
110
Essex Financial Services
Connecticut
$467K +$467K +12,034 New
KCM
111
Kathmere Capital Management
Pennsylvania
$465K -$9.38K -246 -2%
CAM
112
Cresset Asset Management
Illinois
$464K +$41.1K +1,077 +10%
WP
113
WealthShield Partners
North Carolina
$440K -$877 -23 -0.2%
OPS
114
Orion Portfolio Solutions
Nebraska
$423K -$425K -11,142 -50%
BCI
115
Brinker Capital Investments
Pennsylvania
$423K -$425K -11,142 -50%
Jane Street
116
Jane Street
New York
$421K -$1.12M -29,480 -73%
HIM
117
Harbour Investment Management
Washington
$420K – – –
SFA
118
Sequoia Financial Advisors
Ohio
$403K +$42.7K +1,120 +12%
AIA
119
AIMZ Investment Advisors
California
$400K – – –
ACP
120
Aviance Capital Partners
Florida
$391K -$5.68K -149 -1%
SSWM
121
Sheets Smith Wealth Management
North Carolina
$390K +$381 +10 +0.1%
PC
122
Prairiewood Capital
North Dakota
$389K – – –
FHB
123
First Hawaiian Bank
Hawaii
$376K – – –
Northern Trust
124
Northern Trust
Illinois
$374K -$191 -5 -0.1%
MCM
125
MAI Capital Management
Ohio
$374K +$85.5K +2,242 +30%
3 4
5
6 7