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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
126
West Coast Financial
California
$225K – – –
AC
127
Abbrea Capital
California
$224K – – –
CTA
128
Colonial Trust Advisors
South Carolina
$223K – – –
MHS
129
M Holdings Securities
Oregon
$222K – – –
BDF
130
Balasa Dinverno & Foltz
$216K – – –
CW
131
Connectus Wealth
Ohio
$211K – – –
William Blair & Company
132
William Blair & Company
Illinois
$205K -$6.86K -235 -3%
SP
133
SWS Partners
Ohio
$201K +$201K +6,900 New
FWP
134
FAS Wealth Partners
Kansas
$186K – – –
CIAS
135
Capital Investment Advisory Services
North Carolina
$150K -$876 -30 -0.6%
SWM
136
Spire Wealth Management
Virginia
$139K -$169K -5,790 -55%
CFFP
137
Center for Financial Planning
Michigan
$139K – – –
HPC
138
HM Payson & Co
Maine
$138K – – –
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K -$62.8M -2,156,050 -100%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$131K +$131K +3,705 New
BIA
141
Bell Investment Advisors
California
$128K +$6.69K +230 +6%
CMBA
142
C.M. Bidwell & Associates
Hawaii
$126K – – –
LWANC
143
Laurel Wealth Advisors (North Carolina)
North Carolina
$114K -$32.8K -1,125 -22%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$113K +$113K +3,875 New
AA
145
Addison Advisors
Vermont
$99K -$98.6K -3,375 -50%
UB
146
UMB Bank
Missouri
$79K – – –
ARIS
147
Advanced Research Investment Solutions
California
$73K – – –
TRCT
148
Tower Research Capital (TRC)
New York
$54K +$54K +1,855 New
AA
149
Ancora Advisors
Ohio
$51K – – –
VNA
150
Valley National Advisers
Pennsylvania
$49K +$49K +1,590 New
4 5
6
7 8