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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
4
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
101
Sterling Financial Planning
New Jersey
$592K -$6.33K -152 -1%
MSWMA
102
Market Street Wealth Management Advisors
Indiana
$571K – – –
HCA
103
Harbour Capital Advisors
Virginia
$570K – – –
ACM
104
Advance Capital Management
Michigan
$564K +$2.95K +71 +0.5%
TWM
105
Tradition Wealth Management
Minnesota
$548K +$250 +6 +0%
WWM
106
Western Wealth Management
Colorado
$546K -$11.9K -286 -2%
EFP
107
EnRich Financial Partners
Wisconsin
$544K +$291 +7 +0.1%
QCM
108
Quantinno Capital Management
New York
$542K +$24.8K +597 +5%
RWP
109
Revolve Wealth Partners
New Jersey
$518K +$518K +12,442 New
KCM
110
Kathmere Capital Management
Pennsylvania
$506K -$333 -8 -0.1%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$504K +$79.6K +1,914 +19%
Wealthfront Advisers
112
Wealthfront Advisers
California
$500K +$137K +3,295 +38%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$499K +$21.5K +516 +4%
WP
114
WealthShield Partners
North Carolina
$498K +$8.24K +198 +2%
RIG
115
RiverFront Investment Group
Virginia
$495K -$11K -265 -2%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$495K -$140K -3,346 -22%
EFS
117
Essex Financial Services
Connecticut
$474K +$374 +9 +0.1%
EWA
118
EP Wealth Advisors
California
$468K +$166K +3,999 +55%
FAIM
119
Financial Advocates Investment Management
Washington
$466K -$133K -3,207 -22%
HIM
120
Harbour Investment Management
Washington
$458K – – –
Comerica Bank
121
Comerica Bank
Texas
$445K -$54.3K -1,306 -11%
AIA
122
AIMZ Investment Advisors
California
$437K – – –
CAM
123
Cresset Asset Management
Illinois
$432K -$74.5K -1,790 -15%
ACP
124
Aviance Capital Partners
Florida
$423K -$3.87K -93 -0.9%
EWM
125
Empirical Wealth Management
Washington
$414K -$24.1K -580 -6%
3 4
5
6 7