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Invesco FTSE RAFI US 1500 Small-Mid ETF

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HF
151
HRT Financial
New York
$201K +$201K +6,365 New
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$200K +$200K +6,325 New
CIAS
153
Capital Investment Advisory Services
North Carolina
$163K
SWM
154
Spire Wealth Management
Virginia
$151K +$475 +15 +0.3%
HPC
155
HM Payson & Co
Maine
$150K
CFFP
156
Center for Financial Planning
Michigan
$146K -$5.07K -160 -3%
BIA
157
Bell Investment Advisors
California
$139K
CMBA
158
C.M. Bidwell & Associates
Hawaii
$137K
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K
AA
160
Addison Advisors
Vermont
$107K
BTI
161
Blue Trust Inc
Georgia
$106K +$106K +3,640 New
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$75.4K -$47.4K -1,495 -39%
UB
163
UMB Bank
Missouri
$74K -$12.4K -390 -14%
BA
164
Bellwether Advisors
Nebraska
$67.4K +$24.7K +780 +58%
HNB
165
Huntington National Bank
Ohio
$66.5K
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$59.5K +$24.3K +760 +69%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$59.2K +$26.1K +825 +79%
AssetMark Inc
168
AssetMark Inc
California
$58.5K +$58.5K +1,845 New
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$58K -$72.6K -2,060 -56%
AA
170
Ancora Advisors
Ohio
$55K
VNA
171
Valley National Advisers
Pennsylvania
$52K
SSC
172
Syverson Strege & Co
Iowa
$50.1K
SBL
173
Sargent Bickham Lagudis
Colorado
$45.8K +$5.23K +165 +13%
MIA
174
Milestone Investment Advisors
Wisconsin
$41.6K +$41.6K +1,315 New
MCC
175
Money Concepts Capital
Florida
$39.3K +$39.3K +1,240 New