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

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
151
Syverson Strege & Co
Iowa
$67K – – –
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K +$64.7K +1,770 New
AA
153
Ancora Advisors
Ohio
$64K – – –
CPA
154
Cardiff Park Advisors
California
$46K – – –
BA
155
Bellwether Advisors
Nebraska
$46K +$4.77K +130 +12%
MCC
156
Money Concepts Capital
Florida
$45K +$45K +1,240 New
PCTC
157
Perkins Coie Trust Company
Washington
$41K – – –
VCM
158
Vigilant Capital Management
Maine
$37K -$25K -675 -40%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$35K -$2.46K -65 -7%
SCA
160
Stonebridge Capital Advisors
Minnesota
$34K – – –
GWM
161
Geneos Wealth Management
Colorado
$33K – – –
BWM
162
Baystate Wealth Management
Massachusetts
$31K +$31K +845 New
EWM
163
EPG Wealth Management
Georgia
$30K +$181 +5 +0.6%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$25K -$155K -4,320 -86%
TCWA
165
Ten Capital Wealth Advisors
Washington
$25K – – –
CCM
166
Covington Capital Management
California
$24K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$23K – – –
GFPC
168
Global Financial Private Client
Florida
$21K – – –
JWBC
169
John W. Brooker & Co
California
$21K – – –
HNB
170
Huntington National Bank
Ohio
$21K – – –
HWA
171
HHM Wealth Advisors
Tennessee
$19K – – –
WFA
172
WestHill Financial Advisors
California
$19K – – –
APA
173
American Portfolios Advisors
New York
$18.3K – – –
CWM
174
Cedar Wealth Management
California
$15K -$5.36K -150 -26%
TIM
175
Tortoise Investment Management
New York
$15K – – –
5 6
7
8 9