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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
151
Syverson Strege & Co
Iowa
$46K +$146 +5 +0.3%
PMFA
152
Plante Moran Financial Advisors
Michigan
$41K +$41K +1,405 New
BA
153
Bellwether Advisors
Nebraska
$39K +$2.47K +85 +7%
SBL
154
Sargent Bickham Lagudis
Colorado
$37K – – –
PCTC
155
Perkins Coie Trust Company
Washington
$32K – – –
CAAS
156
Capital Asset Advisory Services
Michigan
$31K +$31K +1,080 New
OSAM
157
O'Shaughnessy Asset Management
Connecticut
$30K +$10K +350 +50%
TFGT
158
TS Financial Group (TSFG)
Illinois
$30K +$30K +1,020 New
SCA
159
Stonebridge Capital Advisors
Minnesota
$28K +$147 +5 +0.5%
CA
160
Clearstead Advisors
Ohio
$28K +$2.31K +80 +9%
GWM
161
Geneos Wealth Management
Colorado
$26K – – –
AWM
162
Abound Wealth Management
Tennessee
$25.6K +$25.6K +880 New
BWM
163
Baystate Wealth Management
Massachusetts
$25K +$147 +5 +0.6%
EWM
164
EPG Wealth Management
Georgia
$24K +$24K +835 New
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$20K -$4.09K -140 -17%
TCWA
166
Ten Capital Wealth Advisors
Washington
$20K – – –
CCM
167
Covington Capital Management
California
$19K – – –
CPA
168
Cardiff Park Advisors
California
$18K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$18K – – –
GFPC
170
Global Financial Private Client
Florida
$17.1K – – –
JWBC
171
John W. Brooker & Co
California
$17K – – –
CT
172
Colonial Trust
South Carolina
$17K +$17K +575 New
EWA
173
EverSource Wealth Advisors
Alabama
$17K +$17K +595 New
WFA
174
WestHill Financial Advisors
California
$15K – – –
IA
175
IFP Advisors
Florida
$15K – – –
5 6
7
8 9