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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Colonial Trust Advisors
South Carolina
$281K – – –
FWP
152
FAS Wealth Partners
Kansas
$280K +$471 +12 +0.2%
PFP
153
Pinnacle Financial Partners
Tennessee
$277K +$52K +1,324 +23%
SIA
154
Schechter Investment Advisors
Michigan
$277K – – –
LT
155
Legacy Trust
Michigan
$276K – – –
William Blair & Company
156
William Blair & Company
Illinois
$276K – – –
MWM
157
Mascoma Wealth Management
New Hampshire
$267K – – –
WCF
158
West Coast Financial
California
$261K -$19.1K -485 -7%
VPP
159
Vertex Planning Partners
Illinois
$260K +$354 +9 +0.1%
RFC
160
Regions Financial Corp
Alabama
$246K +$19.6K +500 +9%
ACA
161
Aptus Capital Advisors
Alabama
$244K -$5.58K -142 -2%
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$5.58K -142 -2%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$237K +$237K +6,036 New
PGFC
164
Peapack-Gladstone Financial Corp
New Jersey
$229K – – –
AA
165
Ancora Advisors
Ohio
$228K +$159K +4,050 +231%
CAM
166
Cidel Asset Management
Ontario, Canada
$227K – – –
SWA
167
Sightline Wealth Advisors
Connecticut
$224K +$511 +13 +0.2%
BPWM
168
Badgley Phelps Wealth Managers
Washington
$223K – – –
CIC
169
Carnegie Investment Counsel
Ohio
$215K – – –
SPC
170
Sigma Planning Corp
Michigan
$215K +$215K +5,476 New
G
171
GenTrust
Florida
$208K -$5.5K -140 -3%
WANY
172
Wealthspire Advisors (New York)
New York
$208K -$54K -1,376 -21%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$207K +$207K +5,269 New
BSW
174
Buckingham Strategic Wealth
Missouri
$204K -$15.9K -404 -7%
FFO
175
Fortitude Family Office
Arizona
$203K – – –
5 6
7
8 9