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

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
Cerity Partners
2
Cerity Partners
New York
$4.55M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.53M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.64M
5
EH
5
Equitable Holdings
New York
$3.15M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$697M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$733K
4
Invesco
4
Invesco
Georgia
$36.4M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
126
Capital Market Strategies
Florida
$302K +$302K +8,775 New
NA
127
Nottingham Advisors
New York
$301K – – –
MML Investors Services
128
MML Investors Services
Massachusetts
$280K +$19.6K +570 +8%
CCA
129
Cobblestone Capital Advisors
New York
$272K – – –
CCM
130
Carlson Capital Management
Minnesota
$267K -$7.22K -210 -3%
AC
131
Abbrea Capital
California
$264K – – –
CTA
132
Colonial Trust Advisors
South Carolina
$263K – – –
ACA
133
Aptus Capital Advisors
Alabama
$262K +$15.1K +440 +6%
PWMG
134
Provence Wealth Management Group
California
$258K – – –
WCF
135
West Coast Financial
California
$255K – – –
TFS
136
Thoroughbred Financial Services
Tennessee
$254K – – –
Empower Advisory Group
137
Empower Advisory Group
Colorado
$253K -$17.7K -515 -7%
GWANC
138
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K +$3.61K +105 +1%
CW
139
Connectus Wealth
Ohio
$249K – – –
VFA
140
Valeo Financial Advisors
Indiana
$247K – – –
SEA
141
Stegent Equity Advisors
Texas
$243K -$43K -1,250 -15%
LT
142
Legacy Trust
Michigan
$241K – – –
William Blair & Company
143
William Blair & Company
Illinois
$241K – – –
Northern Trust
144
Northern Trust
Illinois
$240K +$6.01K +175 +3%
SP
145
SWS Partners
Ohio
$240K +$1.03K +30 +0.4%
LFG
146
Larson Financial Group
Missouri
$237K – – –
CW
147
CreativeOne Wealth
Kansas
$236K +$236K +6,875 New
FWP
148
FAS Wealth Partners
Kansas
$233K +$12.2K +355 +6%
PFP
149
Pinnacle Financial Partners
Tennessee
$226K +$226K +6,585 New
VPP
150
Vertex Planning Partners
Illinois
$226K +$687 +20 +0.3%
4 5
6
7 8