PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
176
Northwest Capital Management
Oregon
$40.4K +$40.4K +1,175 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$40K +$40K +1,175 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$39.5K +$19.9K +580 +102%
SF
179
Safeguard Financial
Wisconsin
$39K +$39K +1,140 New
SSB
180
Sandy Spring Bank
Maryland
$35.7K +$35.7K +1,040 New
TFGT
181
TS Financial Group (TSFG)
Illinois
$35K
SCA
182
Stonebridge Capital Advisors
Minnesota
$32.7K
GWM
183
Geneos Wealth Management
Colorado
$32.3K +$515 +15 +2%
AWM
184
Abound Wealth Management
Tennessee
$30.5K +$172 +5 +0.6%
BWM
185
Baystate Wealth Management
Massachusetts
$29.7K +$172 +5 +0.6%
EWM
186
EPG Wealth Management
Georgia
$29K +$172 +5 +0.6%
BC
187
Barrett & Company
Rhode Island
$25.7K -$23.8K -690 -48%
PCTC
188
Perkins Coie Trust Company
Washington
$22.9K
RTL
189
Red Tortoise LLC
Georgia
$21.5K
CPA
190
Cardiff Park Advisors
California
$20.8K
GFPC
191
Global Financial Private Client
Florida
$19.7K
CT
192
Colonial Trust
South Carolina
$19.7K
BCWM
193
Bartlett & Co Wealth Management
Ohio
$18.2K
CAS
194
Coppell Advisory Solutions
Texas
$18.2K +$18.2K +530 New
BC
195
Bartlett & Co
Ohio
$18K
AF
196
Allworth Financial
California
$17.2K
CA
197
Clearstead Advisors
Ohio
$16.8K
NRC
198
New Republic Capital
North Carolina
$16.2K
S
199
SignatureFD
Georgia
$16K +$16K +465 New
CIA
200
Cape Investment Advisory
Georgia
$14.6K +$4.12K +120 +39%