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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
126
Nottingham Advisors
New York
$288K
AC
127
AlphaCore Capital
California
$284K -$40.5K -1,230 -12%
SEA
128
Stegent Equity Advisors
Texas
$274K
CCM
129
Carlson Capital Management
Minnesota
$263K -$3.95K -120 -1%
CCA
130
Cobblestone Capital Advisors
New York
$260K
Empower Advisory Group
131
Empower Advisory Group
Colorado
$259K +$259K +7,885 New
AC
132
Abbrea Capital
California
$252K
CTA
133
Colonial Trust Advisors
South Carolina
$252K
SWAG
134
Spectrum Wealth Advisory Group
California
$251K +$329 +10 +0.1%
MML Investors Services
135
MML Investors Services
Massachusetts
$249K -$4.77K -145 -2%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$249K -$1M -30,415 -80%
PWMG
137
Provence Wealth Management Group
California
$247K
WCF
138
West Coast Financial
California
$244K -$14.8K -450 -6%
TFS
139
Thoroughbred Financial Services
Tennessee
$244K +$29.4K +895 +14%
MHS
140
M Holdings Securities
Oregon
$243K -$6.26K -190 -3%
CW
141
Connectus Wealth
Ohio
$239K
ACA
142
Aptus Capital Advisors
Alabama
$237K -$19.6K -595 -8%
GWANC
143
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K -$19.6K -595 -8%
VFA
144
Valeo Financial Advisors
Indiana
$237K -$18.3K -555 -7%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$232K +$232K +7,045 New
LT
146
Legacy Trust
Michigan
$231K
William Blair & Company
147
William Blair & Company
Illinois
$231K
SP
148
SWS Partners
Ohio
$229K +$229K +6,945 New
LFG
149
Larson Financial Group
Missouri
$227K +$226K +6,870 +22,900%
Northern Trust
150
Northern Trust
Illinois
$224K