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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$31.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$26.3M
3
WA
Waverly Advisors
Alabama
+$3.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.11M
5
SFS
Solitude Financial Services
Virginia
+$2.74M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13M
2
KW
KWB Wealth
California
-$7.54M
3
DI
DFPG Investments
Utah
-$6.24M
4
CSIA
Charles Schwab Investment Advisory
California
-$5.39M
5
IA
IFG Advisory
Georgia
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFG Advisory
Georgia
$228K -$2.12M -64,352 -90%
Northern Trust
152
Northern Trust
Illinois
$225K -$5.77K -175 -3%
FWP
153
FAS Wealth Partners
Kansas
$224K +$660 +20 +0.3%
VPP
154
Vertex Planning Partners
Illinois
$218K +$627 +19 +0.3%
MML Investors Services
155
MML Investors Services
Massachusetts
$209K -$59.6K -1,805 -22%
BPWM
156
Badgley Phelps Wealth Managers
Washington
$202K +$202K +6,115 New
HPC
157
HM Payson & Co
Maine
$156K – – –
CFFP
158
Center for Financial Planning
Michigan
$152K – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$150K – – –
CMBA
160
C.M. Bidwell & Associates
Hawaii
$143K – – –
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K – – –
BIA
162
Bell Investment Advisors
California
$124K -$21.4K -649 -15%
TWD
163
True Wealth Design
Ohio
$119K -$31.3K -950 -21%
AssetMark Inc
164
AssetMark Inc
California
$111K +$7.82K +237 +8%
AA
165
Addison Advisors
Vermont
$104K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$84.6K +$46.7K +1,415 +123%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$82.2K -$2.48K -70 -3%
ITIM
168
Indiana Trust & Investment Management
Indiana
$78.5K +$78.5K +2,380 New
UB
169
UMB Bank
Missouri
$76.5K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$75.5K +$9.4K +285 +14%
HNB
171
Huntington National Bank
Ohio
$69.3K -$72.2K – –
CWC
172
Carolinas Wealth Consulting
North Carolina
$57.8K -$88.9K -2,884 -61%
AA
173
Ancora Advisors
Ohio
$57.7K – – –
AWM
174
Angeles Wealth Management
California
$54.6K +$54.6K +1,655 New
AF
175
Allworth Financial
California
$52.5K +$36K +1,090 +218%
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