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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4M
2
Wells Fargo
Wells Fargo
California
+$3.92M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.48M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.95M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$19.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.48M
3
WA
Waverly Advisors
Alabama
-$3.76M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
176
Empower Advisory Group
Colorado
$213K -$106K -2,548 -33%
G
177
GenTrust
Florida
$208K +$208K +5,005 New
PL
178
Plancorp LLC
Missouri
$202K +$202K +4,860 New
OC
179
Oakworth Capital
Alabama
$199K – – –
HPC
180
HM Payson & Co
Maine
$196K – – –
AA
181
Ancora Advisors
Ohio
$191K – – –
CIAS
182
Capital Investment Advisory Services
North Carolina
$189K – – –
CFFP
183
Center for Financial Planning
Michigan
$180K -$2.91K -70 -2%
CMBA
184
C.M. Bidwell & Associates
Hawaii
$180K – – –
FFA
185
Founders Financial Alliance
North Carolina
$164K – – –
FFO
186
Fortitude Family Office
Arizona
$161K – – –
CAL
187
Capital Analysts LLC
Pennsylvania
$160K +$3.41K +82 +2%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$153K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$152K +$56.3K +1,355 +59%
AssetMark Inc
190
AssetMark Inc
California
$146K -$7.6K -183 -5%
BIA
191
Bell Investment Advisors
California
$142K -$7.19K -173 -5%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$138K +$37.7K +910 +38%
TRCT
193
Tower Research Capital (TRC)
New York
$135K -$1.6M -38,468 -92%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$134K -$1.45K -35 -1%
NP
195
NorthRock Partners
Minnesota
$114K -$7.27K -175 -6%
PS
196
Principal Securities
Iowa
$113K -$4.7K -113 -4%
HC
197
Hoese & Co
Minnesota
$111K -$137K -3,305 -55%
ITIM
198
Indiana Trust & Investment Management
Indiana
$98.9K – – –
YAL
199
Your Advocates Ltd
Texas
$92.1K -$4.86K -117 -5%
CA
200
CoreCap Advisors
Michigan
$88.5K – – –
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8
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