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Invesco FTSE RAFI US 1500 Small-Mid ETF

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
126
Trilogy Capital
California
$394K
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$391K -$5.48M -111,276 -93%
Northern Trust
128
Northern Trust
Illinois
$386K -$22K -530 -5%
CTC
129
Central Trust Company
Missouri
$372K -$1.04K -25 -0.3%
QWM
130
Quadcap Wealth Management
Texas
$369K
Wealthfront Advisers
131
Wealthfront Advisers
California
$363K +$23.7K +571 +7%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$362K +$29K +698 +9%
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$356K -$282K -6,782 -44%
FA
134
Financial Alternatives
California
$353K -$26.8K -646 -7%
SPC
135
Sigma Planning Corp
Michigan
$343K +$62.2K +1,497 +22%
SWM
136
Spire Wealth Management
Virginia
$342K -$25.4K -611 -7%
PCMC
137
Private Capital Management (Colorado)
Colorado
$339K
SCA
138
Snowden Capital Advisors
New York
$331K -$4.99K -120 -1%
CCA
139
Cobblestone Capital Advisors
New York
$328K
CMS
140
Capital Market Strategies
Florida
$320K -$8.52K -205 -3%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$320K
Stifel Financial
142
Stifel Financial
Missouri
$314K +$42 +1 +0%
EFA
143
Efficient Frontier Advisors
Connecticut
$312K +$1.01K +25 +0.3%
CCMI
144
Creative Capital Management Investments
California
$311K -$622K -14,975 -67%
TFS
145
Thoroughbred Financial Services
Tennessee
$308K
GAG
146
GM Advisory Group
New York
$306K
VFA
147
Valeo Financial Advisors
Indiana
$306K -$25.3K -608 -8%
SIA
148
Schechter Investment Advisors
Michigan
$304K
EWA
149
EP Wealth Advisors
California
$302K +$136K +3,275 +82%
FWP
150
FAS Wealth Partners
Kansas
$297K +$665 +16 +0.2%