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

194 hedge funds and large institutions have $1.33B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.28%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
25
Increased
61
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$695M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.3M
3
FWM
3
Frontier Wealth Management
Missouri
$9.69M
4
Invesco
4
Invesco
Georgia
$30.5M
5
UBS Group
5
UBS Group
Switzerland
$14.8M

Top Sellers

1
WA
1
Waddell & Associates
Tennessee
$1.58M
2
LPL Financial
2
LPL Financial
California
$14.9M
3
SFS
3
Solitude Financial Services
Virginia
$638K
4
Bank of America
4
Bank of America
North Carolina
$87.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$8K – – –
ARMC
177
American Research & Management Company
Massachusetts
$8K – – –
MFT
178
Moisand Fitzgerald Tamayo
Florida
$8K +$8K +250 New
NSIM
179
North Star Investment Management
Illinois
$7K – – –
TWA
180
TCI Wealth Advisors
Arizona
$7K +$7K +235 New
EW
181
Evoke Wealth
California
$6K – – –
RA
182
Rise Advisors
New York
$6K – – –
LDFR
183
Lehman & Derafelo Financial Resources
Pennsylvania
$5K +$5K +175 New
TF
184
TimeScale Financial
Massachusetts
$4K – – –
HR
185
Howe & Rusling
New York
$4K +$4K +145 New
ME
186
McIlrath & Eck
Washington
$3K – – –
CCM
187
Chilton Capital Management
Texas
$3K +$3K +85 New
LF
188
Lee Financial
Texas
$3K +$3K +85 New
PA
189
PSI Advisors
Florida
$3K +$3K +90 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$2K -$4.4K -165 -69%
BlackRock
191
BlackRock
New York
$2K – – –
WT
192
Washington Trust
Rhode Island
$2K – – –
WWM
193
Wagner Wealth Management
South Carolina
$2K +$2K +50 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$30 – – –
Citadel Advisors
195
Citadel Advisors
Florida
– -$2.25M -61,495 Closed
N
196
Natixis
France
– -$1.41M -38,580 Closed
TRCT
197
Tower Research Capital (TRC)
New York
– -$934K -25,555 Closed
FSA
198
Financial Sense Advisors
California
– -$757K -20,720 Closed
PFP
199
Pinnacle Financial Partners
Tennessee
– -$297K -8,115 Closed
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
– -$250K -6,825 Closed
5 6 7
8
9