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

191 hedge funds and large institutions have $1.14B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-4
Holders Change %
-2.05%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
21
Increased
56
Reduced
52
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$489M
2
Invesco
2
Invesco
Georgia
$29.4M
3
NRI
3
NFP Retirement Inc
California
$7.73M
4
Wells Fargo
4
Wells Fargo
California
$25.5M
5
LPL Financial
5
LPL Financial
California
$23M

Top Sellers

1
TC
1
TAP Consulting
Missouri
$0
2
GW
2
GW & Wade
Massachusetts
$1.42M
3
Mariner
3
Mariner
Kansas
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$11.6M
5
FTUS
5
Flow Traders U.S.
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$15K +$15K +540 New
Citigroup
177
Citigroup
New York
$13K -$942 -25 -7%
HS
178
Horan Securities
United States
$10K – – –
BFEC
179
Benjamin F. Edwards & Company
Missouri
$9K – – –
ARMC
180
American Research & Management Company
Massachusetts
$9K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
EW
182
Evoke Wealth
California
$8K – – –
NSIM
183
North Star Investment Management
Illinois
$8K +$8K +230 New
RA
184
Rise Advisors
New York
$7K – – –
TF
185
TimeScale Financial
Massachusetts
$5K -$1.6K -40 -24%
GRP
186
Global Retirement Partners
California
$5K +$5K +160 New
FCG
187
Financial Connections Group
California
$4K – – –
CA
188
Clearstead Advisors
Ohio
$4K – – –
BlackRock
189
BlackRock
New York
$3K – – –
ME
190
McIlrath & Eck
Washington
$3K – – –
WT
191
Washington Trust
Rhode Island
$3K – – –
SL
192
Savior LLC
Massachusetts
$1K – – –
TC
193
TAP Consulting
Missouri
– -$2.75M -71,815 Closed
VWA
194
V Wealth Advisors
Kansas
– -$603K -15,725 Closed
EPA
195
Element Pointe Advisors
Florida
– -$577K -15,045 Closed
LA
196
LexAurum Advisors
Kansas
– -$534K -13,915 Closed
TNA
197
True North Advisors
Texas
– -$321K -8,385 Closed
PWMG
198
Provence Wealth Management Group
California
– -$288K -7,500 Closed
ARC
199
Advisor Resource Council
Texas
– -$260K -6,780 Closed
OPOWM
200
One Plus One Wealth Management
Florida
– -$231K -6,015 Closed
5 6 7
8
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