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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
176
HM Payson & Co
Maine
$186K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$178K – – –
CFFP
178
Center for Financial Planning
Michigan
$173K -$7.86K -200 -4%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$170K – – –
FFA
180
Founders Financial Alliance
North Carolina
$155K +$155K +3,950 New
OC
181
Oakworth Capital
Alabama
$151K +$151K +3,834 New
BIA
182
Bell Investment Advisors
California
$146K -$589 -15 -0.4%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$143K +$53.2K +1,355 +59%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$141K +$34.3K +873 +32%
TWD
185
True Wealth Design
Ohio
$139K -$2.55K -65 -2%
LWANC
186
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K – – –
AssetMark Inc
187
AssetMark Inc
California
$137K +$5.58K +142 +4%
S
188
SignatureFD
Georgia
$127K +$127K +3,229 New
AA
189
Addison Advisors
Vermont
$124K – – –
PS
190
Principal Securities
Iowa
$111K +$1.02K +26 +0.9%
ITIM
191
Indiana Trust & Investment Management
Indiana
$93.5K – – –
UB
192
UMB Bank
Missouri
$91.1K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$88.6K -$3.16K -80 -3%
HNB
194
Huntington National Bank
Ohio
$82.5K -$78.7K – –
T
195
Tidemark
California
$81.5K -$4.48K -114 -5%
BFPW
196
BOK Financial Private Wealth
Colorado
$78.6K +$78.6K +2,000 New
CWC
197
Carolinas Wealth Consulting
North Carolina
$74.1K +$157 +4 +0.2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$74K +$28.1K +719 +61%
MG
199
Mather Group
Illinois
$64.4K +$64.4K +1,718 New
SS
200
Sunbelt Securities
Texas
$56.2K – – –
6 7
8
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