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Invesco FTSE RAFI US 1500 Small-Mid ETF

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ARC
151
Advisor Resource Council
Texas
$265K +$265K +7,073 New
SIA
152
Schechter Investment Advisors
Michigan
$264K
William Blair & Company
153
William Blair & Company
Illinois
$263K
LT
154
Legacy Trust
Michigan
$263K
Wealthfront Advisers
155
Wealthfront Advisers
California
$258K +$258K +6,882 New
MWM
156
Mascoma Wealth Management
New Hampshire
$255K -$205K -5,475 -45%
IA
157
IFG Advisory
Georgia
$254K -$5.85K -156 -2%
WANY
158
Wealthspire Advisors (New York)
New York
$250K +$250K +6,670 New
VPP
159
Vertex Planning Partners
Illinois
$248K +$525 +14 +0.2%
ACA
160
Aptus Capital Advisors
Alabama
$238K -$23.9K -637 -9%
GWANC
161
Guardian Wealth Advisors (North Carolina)
North Carolina
$238K -$23.9K -637 -9%
MCM
162
MAI Capital Management
Ohio
$237K +$237K +6,309 New
SEA
163
Stegent Equity Advisors
Texas
$235K -$30K -800 -11%
BPA
164
Beacon Pointe Advisors
California
$224K -$84K -2,241 -27%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$218K +$218K +5,825 New
CAM
166
Cidel Asset Management
Ontario, Canada
$217K +$217K +5,790 New
RFC
167
Regions Financial Corp
Alabama
$216K +$216K +5,755 New
PFP
168
Pinnacle Financial Partners
Tennessee
$215K -$167K -4,460 -44%
SWA
169
Sightline Wealth Advisors
Connecticut
$213K +$213K +5,688 New
BPWM
170
Badgley Phelps Wealth Managers
Washington
$213K -$16.7K -445 -7%
BSW
171
Buckingham Strategic Wealth
Missouri
$210K +$210K +5,594 New
CIC
172
Carnegie Investment Counsel
Ohio
$206K +$206K +5,485 New
G
173
GenTrust
Florida
$204K +$204K +5,435 New
FFO
174
Fortitude Family Office
Arizona
$194K +$194K +5,175 New
HPC
175
HM Payson & Co
Maine
$177K