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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
$18.6M
2
IAA
Independent Advisor Alliance
North Carolina
$5.49M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$5.3M
4
TFP
Traction Financial Partners
Wyoming
$4.43M
5
Two Sigma Investments
Two Sigma Investments
New York
$5.53M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
Charles Schwab
California
$819M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$12.5M
4
WA
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Aptus Capital Advisors
Alabama
$230K -$2.37K -57 -1%
GWANC
177
Guardian Wealth Advisors (North Carolina)
North Carolina
$229K -$2.37K -57 -1%
CIC
178
Carnegie Investment Counsel
Ohio
$228K – – –
VA
179
Vident Advisory
Georgia
$225K – – –
MWM
180
Mascagni Wealth Management
Mississippi
$221K +$221K +5,847 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$210K +$71.2K +1,708 +51%
G
182
GenTrust
Florida
$208K – – –
CCMI
183
Creative Capital Management Investments
California
$207K -$104K -2,507 -33%
BW
184
BIP Wealth
Georgia
$207K +$207K +4,973 New
HPC
185
HM Payson & Co
Maine
$197K – – –
FFA
186
Founders Financial Alliance
North Carolina
$192K +$27.9K +671 +17%
AA
187
Ancora Advisors
Ohio
$191K – – –
CFFP
188
Center for Financial Planning
Michigan
$181K – – –
CMBA
189
C.M. Bidwell & Associates
Hawaii
$180K – – –
CAL
190
Capital Analysts LLC
Pennsylvania
$163K +$2.67K +64 +2%
FFO
191
Fortitude Family Office
Arizona
$162K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$160K +$26K +625 +19%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$159K +$7.7K +185 +5%
OC
194
Oakworth Capital
Alabama
$156K -$43K -1,033 -22%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$153K – – –
AssetMark Inc
196
AssetMark Inc
California
$152K +$6.12K +147 +4%
BIA
197
Bell Investment Advisors
California
$143K +$83 +2 +0.1%
NP
198
NorthRock Partners
Minnesota
$136K +$22.8K +548 +20%
PS
199
Principal Securities
Iowa
$115K +$2.29K +55 +2%
CIAS
200
Capital Investment Advisory Services
North Carolina
$112K -$77.2K -1,855 -41%
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