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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
IF
5
Intrua Financial
Texas
$2.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
201
Tortoise Investment Management
New York
$13.3K – – –
CPFP
202
Clear Perspectives Financial Planning
Ohio
$12.2K +$12.2K +385 New
Citigroup
203
Citigroup
New York
$10.6K -$158 -5 -1%
CI
204
Cordant Inc
Oregon
$9.19K -$2.38K -75 -21%
HS
205
Horan Securities
United States
$8.55K – – –
BFEC
206
Benjamin F. Edwards & Company
Missouri
$8K – – –
BWP
207
Baldwin Wealth Partners
Massachusetts
$7.92K +$7.92K +250 New
MFT
208
Moisand Fitzgerald Tamayo
Florida
$7.92K – – –
TWA
209
TCI Wealth Advisors
Arizona
$7.45K – – –
NSIM
210
North Star Investment Management
Illinois
$7.38K +$157 +5 +2%
EI
211
Ellevest Inc
New York
$6.18K -$2.17M -68,420 -100%
RA
212
Rise Advisors
New York
$6.09K – – –
HR
213
Howe & Rusling
New York
$4.59K – – –
TCM
214
TD Capital Management
Tennessee
$4.2K +$156 +5 +4%
TF
215
TimeScale Financial
Massachusetts
$3.64K – – –
ME
216
McIlrath & Eck
Washington
$3.01K – – –
MA
217
MCF Advisors
Kentucky
$3.01K +$3.01K +95 New
GI
218
Gradient Investments
Minnesota
$3.01K +$3.01K +95 New
PA
219
PSI Advisors
Florida
$2.85K – – –
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.38K -$144K -4,545 -98%
BlackRock
221
BlackRock
New York
$2.38K – – –
RBC
222
Romano Brothers & Co
Illinois
$2.38K +$2.38K +75 New
WT
223
Washington Trust
Rhode Island
$2.22K – – –
CFGS
224
Concourse Financial Group Securities
Alabama
$1.9K +$1.9K +60 New
LFG
225
Larson Financial Group
Missouri
$950 – – –
6 7 8
9
10