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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
151
Colonial Trust Advisors
South Carolina
$297K – – –
LT
152
Legacy Trust
Michigan
$292K – – –
William Blair & Company
153
William Blair & Company
Illinois
$292K – – –
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$291K +$23.6K +569 +9%
PFP
155
Pinnacle Financial Partners
Tennessee
$289K – – –
MWM
156
Mascoma Wealth Management
New Hampshire
$283K – – –
LWM
157
Lyell Wealth Management
California
$281K – – –
NA
158
Nottingham Advisors
New York
$280K -$83.1K -2,000 -23%
WCF
159
West Coast Financial
California
$276K – – –
MML Investors Services
160
MML Investors Services
Massachusetts
$272K +$249 +6 +0.1%
RFC
161
Regions Financial Corp
Alabama
$260K – – –
EW
162
Evoke Wealth
California
$248K +$248K +5,960 New
BPA
163
Beacon Pointe Advisors
California
$247K +$247K +5,946 New
VPP
164
Vertex Planning Partners
Illinois
$247K +$457 +11 +0.2%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$242K – – –
CAM
166
Cidel Asset Management
Ontario, Canada
$241K – – –
FA
167
Fermata Advisors
California
$240K +$240K +5,766 New
SWA
168
Sightline Wealth Advisors
Connecticut
$239K +$748 +18 +0.3%
BPWM
169
Badgley Phelps Wealth Managers
Washington
$236K – – –
SFS
170
Solitude Financial Services
Virginia
$235K -$66.7K -1,605 -22%
WFC
171
Western Financial Corp
California
$233K -$997 -24 -0.4%
ACA
172
Aptus Capital Advisors
Alabama
$232K -$26.4K -636 -10%
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K -$26.4K -636 -10%
CIC
174
Carnegie Investment Counsel
Ohio
$228K – – –
VA
175
Vident Advisory
Georgia
$225K +$225K +5,413 New
5 6
7
8 9