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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$39K -$47.7K -1,565 -55%
BA
152
Bellwether Advisors
Nebraska
$38K +$151 +5 +0.4%
PCTC
153
Perkins Coie Trust Company
Washington
$34K – – –
SCA
154
Stonebridge Capital Advisors
Minnesota
$29K +$153 +5 +0.5%
AW
155
ACG Wealth
Georgia
$29K +$29K +935 New
GWM
156
Geneos Wealth Management
Colorado
$28K – – –
CA
157
Clearstead Advisors
Ohio
$27K +$23.8K +785 +748%
BWM
158
Baystate Wealth Management
Massachusetts
$26K – – –
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$25K +$25K +825 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$21K – – –
TCWA
161
Ten Capital Wealth Advisors
Washington
$21K – – –
CCM
162
Covington Capital Management
California
$20K – – –
CPA
163
Cardiff Park Advisors
California
$19K -$20.3K -645 -52%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$19K – – –
JWBC
165
John W. Brooker & Co
California
$18K – – –
GFPC
166
Global Financial Private Client
Florida
$17.7K – – –
HWA
167
HHM Wealth Advisors
Tennessee
$16K – – –
WFA
168
WestHill Financial Advisors
California
$16K – – –
APA
169
American Portfolios Advisors
New York
$15.3K – – –
IA
170
IFP Advisors
Florida
$15K – – –
TIM
171
Tortoise Investment Management
New York
$13K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$13K +$13K +435 New
CWM
173
Cedar Wealth Management
California
$12K -$1.09K -35 -8%
Citigroup
174
Citigroup
New York
$10K -$615 -20 -6%
HS
175
Horan Securities
United States
$8K – – –
5 6
7
8 9