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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
Invesco
Georgia
$38.1M
3
UBS Group
UBS Group
Switzerland
$21.9M
4
FFA
First Foundation Advisors
California
$12.5M
5
IF
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$16.2M
2
CSIA
Charles Schwab Investment Advisory
California
$672M
3
PAG
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
126
Capital Market Strategies
Florida
$278K – – –
NA
127
Nottingham Advisors
New York
$277K – – –
SEA
128
Stegent Equity Advisors
Texas
$264K – – –
CCM
129
Carlson Capital Management
Minnesota
$257K -$11.4K -360 -4%
CCA
130
Cobblestone Capital Advisors
New York
$250K – – –
WCF
131
West Coast Financial
California
$249K +$4.75K +150 +2%
PCA
132
Personal Capital Advisors
California
$248K – – –
ACA
133
Aptus Capital Advisors
Alabama
$247K +$247K +7,790 New
GWANC
134
Guardian Wealth Advisors (North Carolina)
North Carolina
$247K +$247K +7,790 New
VFA
135
Valeo Financial Advisors
Indiana
$246K – – –
MML Investors Services
136
MML Investors Services
Massachusetts
$244K +$244K +7,710 New
EH
137
Equitable Holdings
New York
$243K -$4.44K -140 -2%
AC
138
Abbrea Capital
California
$243K – – –
CTA
139
Colonial Trust Advisors
South Carolina
$242K – – –
SWAG
140
Spectrum Wealth Advisory Group
California
$242K -$137K -4,330 -36%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$240K -$138K -4,365 -36%
MHS
142
M Holdings Securities
Oregon
$240K -$1.74K -55 -0.7%
PWMG
143
Provence Wealth Management Group
California
$238K +$238K +7,500 New
CW
144
Connectus Wealth
Ohio
$230K – – –
William Blair & Company
145
William Blair & Company
Illinois
$223K – – –
LT
146
Legacy Trust
Michigan
$223K +$223K +7,025 New
Northern Trust
147
Northern Trust
Illinois
$216K +$216K +6,820 New
TFS
148
Thoroughbred Financial Services
Tennessee
$206K +$206K +6,525 New
TWD
149
True Wealth Design
Ohio
$203K +$203K +6,415 New
FWP
150
FAS Wealth Partners
Kansas
$203K +$475 +15 +0.2%
4 5
6
7 8