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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$18.6M
2
IAA
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
Charles Schwab
California
$819M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$12.5M
4
WA
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
151
Schechter Investment Advisors
Michigan
$305K – – –
CTA
152
Colonial Trust Advisors
South Carolina
$298K – – –
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$296K -$60.6K -1,456 -17%
LT
154
Legacy Trust
Michigan
$292K – – –
FWP
155
FAS Wealth Partners
Kansas
$289K -$8.91K -214 -3%
William Blair & Company
156
William Blair & Company
Illinois
$286K -$6.57K -158 -2%
PFP
157
Pinnacle Financial Partners
Tennessee
$285K -$4.83K -116 -2%
MWM
158
Mascoma Wealth Management
New Hampshire
$283K – – –
LWM
159
Lyell Wealth Management
California
$282K – – –
MML Investors Services
160
MML Investors Services
Massachusetts
$281K +$8.16K +196 +3%
NA
161
Nottingham Advisors
New York
$281K – – –
MG
162
Mather Group
Illinois
$268K +$180K +4,335 +207%
RFC
163
Regions Financial Corp
Alabama
$260K – – –
PCMC
164
Private Capital Management (Colorado)
Colorado
$256K -$83.2K -2,000 -25%
EW
165
Evoke Wealth
California
$248K – – –
FCH
166
Freestone Capital Holdings
Washington
$247K +$247K +5,928 New
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$242K – – –
FA
168
Fermata Advisors
California
$241K +$1.33K +32 +0.6%
CAM
169
Cidel Asset Management
Ontario, Canada
$241K – – –
SWA
170
Sightline Wealth Advisors
Connecticut
$240K +$1.33K +32 +0.6%
BPWM
171
Badgley Phelps Wealth Managers
Washington
$236K – – –
SSWM
172
Sheets Smith Wealth Management
North Carolina
$236K -$194K -4,663 -45%
Empower Advisory Group
173
Empower Advisory Group
Colorado
$235K +$21.6K +520 +10%
PL
174
Plancorp LLC
Missouri
$234K +$31.5K +757 +16%
WFC
175
Western Financial Corp
California
$233K -$333 -8 -0.1%
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