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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
71
Reduced
75
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$32.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$26.3M
3
WA
Waverly Advisors
Alabama
$52.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.8M
5
SFS
Solitude Financial Services
Virginia
$3.09M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.44M
2
KW
KWB Wealth
California
$1.81M
3
DI
DFPG Investments
Utah
$1.5M
4
CSIA
Charles Schwab Investment Advisory
California
$664M
5
IA
IFG Advisory
Georgia
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$52K – – –
SS
177
Sunbelt Securities
Texas
$47.2K – – –
MIA
178
Milestone Investment Advisors
Wisconsin
$43.3K -$66 -2 -0.2%
Deutsche Bank
179
Deutsche Bank
Germany
$39.1K -$39.1K -1,185 -50%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
NCM
181
Northwest Capital Management
Oregon
$38.8K – – –
SSB
182
Sandy Spring Bank
Maryland
$34.3K – – –
TFGT
183
TS Financial Group (TSFG)
Illinois
$34K – – –
CA
184
Clearstead Advisors
Ohio
$32.3K +$16.2K +490 +100%
SCA
185
Stonebridge Capital Advisors
Minnesota
$31.4K +$33 +1 +0.1%
GWM
186
Geneos Wealth Management
Colorado
$31K – – –
AWM
187
Abound Wealth Management
Tennessee
$29.4K +$66 +2 +0.2%
BWM
188
Baystate Wealth Management
Massachusetts
$28.6K +$198 +6 +0.7%
EWM
189
EPG Wealth Management
Georgia
$28K +$66 +2 +0.2%
BC
190
Barrett & Company
Rhode Island
$24.7K +$165 +5 +0.7%
RTL
191
Red Tortoise LLC
Georgia
$20.6K – – –
CT
192
Colonial Trust
South Carolina
$19.6K – – –
NA
193
NewEdge Advisors
Louisiana
$19.3K +$5.44K +165 +39%
GFPC
194
Global Financial Private Client
Florida
$18.6K – – –
BCWM
195
Bartlett & Co Wealth Management
Ohio
$17.5K – – –
PCTC
196
Perkins Coie Trust Company
Washington
$17.3K -$4.62K -140 -21%
BC
197
Bartlett & Co
Ohio
$17K – – –
CAS
198
Coppell Advisory Solutions
Texas
$16.8K -$67.2K -424 -80%
NRC
199
New Republic Capital
North Carolina
$15.5K – – –
S
200
SignatureFD
Georgia
$15.3K – – –
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8
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