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

209 hedge funds and large institutions have $1.16B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+15
Holders Change %
+7.73%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
35
Increased
61
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$9.44M
2
AI
2
Accredited Investors
Minnesota
$6.78M
3
FFA
3
First Foundation Advisors
California
$6.67M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.5M
5
CC
5
Callan Capital
California
$8.88M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
2
CSIA
2
Charles Schwab Investment Advisory
California
$626M
3
RJA
3
Raymond James & Associates
Florida
$28.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$262K
5
Bank of America
5
Bank of America
North Carolina
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
201
Washington Trust
Rhode Island
$2K – – –
BlackRock
202
BlackRock
New York
$2K – – –
LFG
203
Larson Financial Group
Missouri
$1K +$1K +30 New
LTI
204
Laffer Tengler Investments
Tennessee
$874 +$874 +30 New
PWP
205
Principle Wealth Partners
Connecticut
$520 +$18 +610 +4%
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$35 +$6 +175 +19%
PWMG
207
Pinnacle Wealth Management Group
Michigan
– -$4.19M -136,675 Closed
FTUS
208
Flow Traders U.S.
New York
– -$2.88M -93,825 Closed
CCWA
209
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.53M -82,360 Closed
OMC
210
Old Mission Capital
Illinois
– -$2M -65,280 Closed
BPA
211
Beacon Pointe Advisors
California
– -$444K -14,480 Closed
PTC
212
Private Trust Company
Ohio
– -$373K -12,175 Closed
ARC
213
Advisor Resource Council
Texas
– -$221K -7,210 Closed
5L
214
55I LLC
Massachusetts
– -$208K -6,785 Closed
TFS
215
Thoroughbred Financial Services
Tennessee
– -$200K -6,525 Closed
EWA
216
EP Wealth Advisors
California
– -$186K -6,065 Closed
PFS
217
Prospera Financial Services
Texas
– -$112K -3,640 Closed
BMD
218
Better Money Decisions
New Mexico
– -$86K -2,795 Closed
WAM
219
Worth Asset Management
Texas
– -$51K -1,660 Closed
GLLW
220
Graves Light Lenhart Wealth
Virginia
– -$40K -1,305 Closed
AW
221
ACG Wealth
Georgia
– -$29K -935 Closed
LF
222
Lee Financial
Texas
– -$3K -85 Closed
CCM
223
Chilton Capital Management
Texas
– -$3K -85 Closed
WWM
224
Wagner Wealth Management
South Carolina
– -$2K -50 Closed
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