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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92M
2
CSIA
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
LPL Financial
California
$46M
4
SAM
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
Invesco
Georgia
$8.33M
2
IF
Intrua Financial
Texas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$21.9M
4
CC
Callan Capital
California
$11.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
126
Snowden Capital Advisors
New York
$356K +$750 +20 +0.2%
EWA
127
Exencial Wealth Advisors
Oklahoma
$348K -$19.5K -520 -5%
SFA
128
Sequoia Financial Advisors
Ohio
$346K +$346K +9,226 New
FA
129
Financial Alternatives
California
$343K -$14.8K -394 -4%
CMS
130
Capital Market Strategies
Florida
$329K – – –
NA
131
Nottingham Advisors
New York
$328K – – –
SC
132
Savant Capital
Illinois
$328K +$328K +8,748 New
SWM
133
Spire Wealth Management
Virginia
$318K -$45.3K -1,256 -12%
Comerica Bank
134
Comerica Bank
Texas
$312K -$8.92K -238 -3%
HC
135
Hoese & Co
Minnesota
$299K -$50.4K -1,500 -14%
LFG
136
Larson Financial Group
Missouri
$298K – – –
MML Investors Services
137
MML Investors Services
Massachusetts
$297K +$59.8K +1,596 +25%
CCA
138
Cobblestone Capital Advisors
New York
$296K – – –
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$293K +$293K +7,828 New
VFA
140
Valeo Financial Advisors
Indiana
$292K +$22.6K +604 +8%
CCM
141
Carlson Capital Management
Minnesota
$292K – – –
AC
142
Abbrea Capital
California
$288K – – –
Empower Advisory Group
143
Empower Advisory Group
Colorado
$284K +$284K +7,583 New
AC
144
AlphaCore Capital
California
$279K – – –
TFS
145
Thoroughbred Financial Services
Tennessee
$278K – – –
CW
146
Connectus Wealth
Ohio
$272K – – –
CTA
147
Colonial Trust Advisors
South Carolina
$268K -$18.7K -500 -7%
EFA
148
Efficient Frontier Advisors
Connecticut
$268K +$268K +7,618 New
WCF
149
West Coast Financial
California
$267K -$6K -160 -2%
FWP
150
FAS Wealth Partners
Kansas
$266K +$11.4K +304 +4%
4 5
6
7 8