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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
WA
1
Waverly Advisors
Alabama
$55.9M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$7.06M
3
RJA
3
Raymond James & Associates
Florida
$35.5M
4
WP
4
WMS Partners
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
151
GM Advisory Group
New York
$281K +$281K +7,375 New
SIA
152
Schechter Investment Advisors
Michigan
$279K +$10.7K +280 +4%
SFS
153
Solitude Financial Services
Virginia
$277K -$52.4K -1,375 -16%
CTA
154
Colonial Trust Advisors
South Carolina
$273K – – –
FWP
155
FAS Wealth Partners
Kansas
$272K +$839 +22 +0.3%
LT
156
Legacy Trust
Michigan
$268K – – –
William Blair & Company
157
William Blair & Company
Illinois
$268K – – –
PFP
158
Pinnacle Financial Partners
Tennessee
$265K -$3.55K -93 -1%
MWM
159
Mascoma Wealth Management
New Hampshire
$259K – – –
MHS
160
M Holdings Securities
Oregon
$259K +$259K +6,795 New
LWM
161
Lyell Wealth Management
California
$258K +$258K +6,774 New
SPC
162
Sigma Planning Corp
Michigan
$258K +$48.7K +1,276 +23%
WCF
163
West Coast Financial
California
$253K – – –
MG
164
Mather Group
Illinois
$252K +$185K +4,706 +274%
MML Investors Services
165
MML Investors Services
Massachusetts
$250K -$51.8K -1,357 -17%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$245K -$389K -10,206 -61%
RFC
167
Regions Financial Corp
Alabama
$239K – – –
ACA
168
Aptus Capital Advisors
Alabama
$237K +$381 +10 +0.2%
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K – – –
HC
170
Hoese & Co
Minnesota
$233K -$113K -2,900 -33%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$231K +$208K +5,447 +908%
VPP
172
Vertex Planning Partners
Illinois
$226K -$26.2K -687 -10%
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
CAM
174
Cidel Asset Management
Ontario, Canada
$221K – – –
SWA
175
Sightline Wealth Advisors
Connecticut
$218K +$877 +23 +0.4%
5 6
7
8 9