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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$222K -$26.7K -815 -11%
VPP
152
Vertex Planning Partners
Illinois
$216K -$180K -5,455 -45%
FWP
153
FAS Wealth Partners
Kansas
$211K +$658 +20 +0.3%
HPC
154
HM Payson & Co
Maine
$155K
TWD
155
True Wealth Design
Ohio
$154K -$57.1K -1,735 -27%
CFFP
156
Center for Financial Planning
Michigan
$152K
CIAS
157
Capital Investment Advisory Services
North Carolina
$149K -$19.6K -595 -12%
BIA
158
Bell Investment Advisors
California
$145K
CMBA
159
C.M. Bidwell & Associates
Hawaii
$142K
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$132K +$54.1K +1,645 +69%
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K
AssetMark Inc
162
AssetMark Inc
California
$104K +$43.1K +1,310 +71%
AA
163
Addison Advisors
Vermont
$104K -$7.9K -240 -7%
Deutsche Bank
164
Deutsche Bank
Germany
$78K +$78K +2,370 New
UB
165
UMB Bank
Missouri
$76.3K
HNB
166
Huntington National Bank
Ohio
$69.1K -$66.5K
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$66K +$4.77K +145 +8%
Citigroup
168
Citigroup
New York
$62.4K +$51.3K +1,560 +466%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$61.5K
AA
170
Ancora Advisors
Ohio
$57.6K
SSC
171
Syverson Strege & Co
Iowa
$52K
VNA
172
Valley National Advisers
Pennsylvania
$51K
BA
173
Bellwether Advisors
Nebraska
$49.6K -$20.4K -620 -29%
BC
174
Barrett & Company
Rhode Island
$47.2K +$47.2K +1,435 New
SS
175
Sunbelt Securities
Texas
$46.2K +$46.2K +1,430 New