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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$223K – – –
CW
127
Connectus Wealth
Ohio
$222K +$222K +7,250 New
ARC
128
Advisor Resource Council
Texas
$221K +$221K +7,210 New
5L
129
55I LLC
Massachusetts
$208K +$208K +6,785 New
AA
130
Addison Advisors
Vermont
$207K +$77.3K +2,525 +60%
TFS
131
Thoroughbred Financial Services
Tennessee
$200K +$200K +6,525 New
FWP
132
FAS Wealth Partners
Kansas
$196K – – –
EWA
133
EP Wealth Advisors
California
$186K -$43.2K -1,410 -19%
CIAS
134
Capital Investment Advisory Services
North Carolina
$158K +$3.98K +130 +3%
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$154K -$22.9K -750 -13%
CFFP
136
Center for Financial Planning
Michigan
$146K – – –
HPC
137
HM Payson & Co
Maine
$145K – – –
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$142K -$5.23K -170 -4%
CMBA
139
C.M. Bidwell & Associates
Hawaii
$133K -$24.7K -805 -16%
HFA
140
HC Financial Advisors
California
$128K – – –
BIA
141
Bell Investment Advisors
California
$128K +$128K +4,170 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$127K -$15.9K -520 -11%
PFS
143
Prospera Financial Services
Texas
$112K – – –
BMD
144
Better Money Decisions
New Mexico
$86K +$86K +2,795 New
UB
145
UMB Bank
Missouri
$83K -$2.3K -75 -3%
ARIS
146
Advanced Research Investment Solutions
California
$77K – – –
AA
147
Ancora Advisors
Ohio
$54K – – –
WAM
148
Worth Asset Management
Texas
$51K +$51K +1,660 New
SSC
149
Syverson Strege & Co
Iowa
$48K -$8.23K -270 -15%
GLLW
150
Graves Light Lenhart Wealth
Virginia
$40K -$48K -1,565 -55%
4 5
6
7 8