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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
176
Milestone Investment Advisors
Wisconsin
$43.2K
TFGT
177
TS Financial Group (TSFG)
Illinois
$34K
CG
178
Cutler Group
California
$32K
SCA
179
Stonebridge Capital Advisors
Minnesota
$31.3K
GWM
180
Geneos Wealth Management
Colorado
$30.4K
AWM
181
Abound Wealth Management
Tennessee
$29.1K +$164 +5 +0.6%
BWM
182
Baystate Wealth Management
Massachusetts
$28.3K
EWM
183
EPG Wealth Management
Georgia
$27.6K +$165 +5 +0.6%
PCTC
184
Perkins Coie Trust Company
Washington
$21.9K -$14.6K -445 -40%
RTL
185
Red Tortoise LLC
Georgia
$20.6K
CPA
186
Cardiff Park Advisors
California
$19.9K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$18.8K
GFPC
188
Global Financial Private Client
Florida
$18.7K
CT
189
Colonial Trust
South Carolina
$18.6K
HWA
190
HHM Wealth Advisors
Tennessee
$17.4K
BCWM
191
Bartlett & Co Wealth Management
Ohio
$17.4K
BC
192
Bartlett & Co
Ohio
$17K
AF
193
Allworth Financial
California
$16.5K
BAM
194
Belpointe Asset Management
Nevada
$16.3K
CA
195
Clearstead Advisors
Ohio
$16.1K -$15.8K -480 -49%
NRC
196
New Republic Capital
North Carolina
$15.5K +$15.5K +470 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$14.3K
TIM
198
Tortoise Investment Management
New York
$13.8K
QCG
199
Quadrant Capital Group
Ohio
$12.8K +$12.8K +390 New
WFA
200
WestHill Financial Advisors
California
$12.7K -$4.61K -140 -27%