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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$32.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$26.3M
3
WA
3
Waverly Advisors
Alabama
$52.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
SFS
5
Solitude Financial Services
Virginia
$3.09M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.44M
2
KW
2
KWB Wealth
California
$1.81M
3
DI
3
DFPG Investments
Utah
$1.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$664M
5
IA
5
IFG Advisory
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
Trilogy Capital
California
$315K -$1.26M -38,160 -80%
FA
127
Financial Alternatives
California
$315K – – –
SCA
128
Snowden Capital Advisors
New York
$313K -$33 -1 -0%
NA
129
Nottingham Advisors
New York
$289K – – –
Comerica Bank
130
Comerica Bank
Texas
$282K +$282K +8,552 New
CMS
131
Capital Market Strategies
Florida
$280K – – –
BPA
132
Beacon Pointe Advisors
California
$271K -$274K -8,292 -50%
LFG
133
Larson Financial Group
Missouri
$263K +$35K +1,060 +15%
CCA
134
Cobblestone Capital Advisors
New York
$261K – – –
CCM
135
Carlson Capital Management
Minnesota
$257K – – –
AC
136
Abbrea Capital
California
$253K – – –
CTA
137
Colonial Trust Advisors
South Carolina
$252K – – –
SAM
138
Sawgrass Asset Management
Florida
$247K +$247K +7,500 New
AC
139
AlphaCore Capital
California
$246K +$52.6K +1,595 +27%
TFS
140
Thoroughbred Financial Services
Tennessee
$244K – – –
WCF
141
West Coast Financial
California
$240K -$4.62K -140 -2%
CW
142
Connectus Wealth
Ohio
$239K – – –
VFA
143
Valeo Financial Advisors
Indiana
$237K -$66 -2 -0%
SEA
144
Stegent Equity Advisors
Texas
$233K +$66 +2 +0%
SIA
145
Schechter Investment Advisors
Michigan
$232K +$232K +7,045 New
LT
146
Legacy Trust
Michigan
$232K – – –
William Blair & Company
147
William Blair & Company
Illinois
$232K – – –
SP
148
SWS Partners
Ohio
$231K +$1.06K +32 +0.5%
ACA
149
Aptus Capital Advisors
Alabama
$230K -$21.4K -650 -9%
GWANC
150
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$10.4K -315 -4%
4 5
6
7 8