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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92M
2
CSIA
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
LPL Financial
California
$46M
4
SAM
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
Invesco
Georgia
$8.33M
2
IF
Intrua Financial
Texas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$21.9M
4
CC
Callan Capital
California
$11.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
176
Center for Financial Planning
Michigan
$173K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$170K – – –
CMBA
178
C.M. Bidwell & Associates
Hawaii
$162K – – –
BIA
179
Bell Investment Advisors
California
$140K -$750 -20 -0.5%
TWD
180
True Wealth Design
Ohio
$135K – – –
LWANC
181
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K -$15K -400 -10%
AssetMark Inc
182
AssetMark Inc
California
$125K -$562 -15 -0.4%
AA
183
Addison Advisors
Vermont
$118K – – –
PS
184
Principal Securities
Iowa
$105K +$105K +2,806 New
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$101K +$98K +2,615 +2,938%
ITIM
186
Indiana Trust & Investment Management
Indiana
$89.2K – – –
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$88.6K – – –
UB
188
UMB Bank
Missouri
$87K – – –
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$85.9K – – –
T
190
Tidemark
California
$82.1K +$82.1K +2,189 New
HNB
191
Huntington National Bank
Ohio
$78.7K -$69.3K – –
CWC
192
Carolinas Wealth Consulting
North Carolina
$70.5K +$225 +6 +0.3%
AA
193
Ancora Advisors
Ohio
$65.6K – – –
CG
194
Cutler Group
California
$56K +$56K +1,500 New
SS
195
Sunbelt Securities
Texas
$53.6K – – –
FHA
196
First Horizon Advisors
Tennessee
$53.2K +$53.2K +1,420 New
MIA
197
Milestone Investment Advisors
Wisconsin
$49.2K – – –
GWM
198
Geneos Wealth Management
Colorado
$44.6K +$9.37K +250 +27%
Deutsche Bank
199
Deutsche Bank
Germany
$44.4K – – –
NCM
200
Northwest Capital Management
Oregon
$44.1K – – –
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8
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