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Invesco FTSE RAFI US 1500 Small-Mid ETF

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCTC
176
Perkins Coie Trust Company
Washington
$35.2K
TFGT
177
TS Financial Group (TSFG)
Illinois
$32K
CG
178
Cutler Group
California
$31K +$31K +1,000 New
CA
179
Clearstead Advisors
Ohio
$30.7K
SCA
180
Stonebridge Capital Advisors
Minnesota
$30.1K
GWM
181
Geneos Wealth Management
Colorado
$29.3K
AWM
182
Abound Wealth Management
Tennessee
$27.9K
BWM
183
Baystate Wealth Management
Massachusetts
$27K +$158 +5 +0.6%
EWM
184
EPG Wealth Management
Georgia
$26.5K
TCWA
185
Ten Capital Wealth Advisors
Washington
$21.9K
RTL
186
Red Tortoise LLC
Georgia
$19.8K +$19.8K +625 New
CPA
187
Cardiff Park Advisors
California
$19.2K
CT
188
Colonial Trust
South Carolina
$18.3K
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$18.1K -$1.43K -45 -7%
GFPC
190
Global Financial Private Client
Florida
$18.1K
NA
191
NewEdge Advisors
Louisiana
$18.1K +$18.1K +570 New
BC
192
Bartlett & Co
Ohio
$17K +$7.54K +235 +80%
HWA
193
HHM Wealth Advisors
Tennessee
$16.8K
BCWM
194
Bartlett & Co Wealth Management
Ohio
$16.8K +$7.45K +235 +80%
CAS
195
Coppell Advisory Solutions
Texas
$16.8K +$16.8K +530 New
CASC
196
Coppell Advisory Solutions Corp
Texas
$16.8K +$16.8K +530 New
WFA
197
WestHill Financial Advisors
California
$16.6K
AF
198
Allworth Financial
California
$15.8K
BAM
199
Belpointe Asset Management
Nevada
$15.7K +$15.7K +495 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$13.8K