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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$18.6M
2
IAA
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
Charles Schwab
California
$819M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$12.5M
4
WA
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
126
First Hawaiian Bank
Hawaii
$410K – – –
PC
127
Prairiewood Capital
North Dakota
$408K -$16K -385 -4%
TAM
128
Townsend Asset Management
North Carolina
$407K +$541 +13 +0.1%
Northern Trust
129
Northern Trust
Illinois
$398K +$11.2K +270 +3%
TC
130
Trilogy Capital
California
$394K – – –
BCI
131
Brinker Capital Investments
Pennsylvania
$394K -$14.5K -348 -4%
OPS
132
Orion Portfolio Solutions
Nebraska
$394K -$14.5K -348 -4%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$380K +$17.3K +415 +5%
QWM
134
Quadcap Wealth Management
Texas
$369K – – –
SWM
135
Spire Wealth Management
Virginia
$360K +$16.8K +403 +5%
SPC
136
Sigma Planning Corp
Michigan
$345K +$1.29K +31 +0.4%
AWS
137
Atria Wealth Solutions
New York
$341K +$341K +8,191 New
Stifel Financial
138
Stifel Financial
Missouri
$340K +$24.7K +594 +8%
FA
139
Financial Alternatives
California
$332K -$21.6K -519 -6%
SCA
140
Snowden Capital Advisors
New York
$331K – – –
CCA
141
Cobblestone Capital Advisors
New York
$329K – – –
CMS
142
Capital Market Strategies
Florida
$321K – – –
LNWWM
143
Laird Norton Wetherby Wealth Management
California
$320K – – –
VPP
144
Vertex Planning Partners
Illinois
$320K +$72.8K +1,749 +29%
CTC
145
Central Trust Company
Missouri
$315K -$57.6K -1,384 -15%
EFA
146
Efficient Frontier Advisors
Connecticut
$312K +$1.7K +42 +0.5%
TIAA Trust, National Association
147
TIAA Trust, National Association
North Carolina
$310K +$310K +7,460 New
TFS
148
Thoroughbred Financial Services
Tennessee
$308K – – –
GAG
149
GM Advisory Group
New York
$307K – – –
VFA
150
Valeo Financial Advisors
Indiana
$306K – – –
4 5
6
7 8