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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPFP
201
Clear Perspectives Financial Planning
Ohio
$12.7K
PMFA
202
Plante Moran Financial Advisors
Michigan
$11.7K +$11.7K +355 New
CIA
203
Cape Investment Advisory
Georgia
$10K +$10K +305 New
CI
204
Cordant Inc
Oregon
$9.54K
BFEC
205
Benjamin F. Edwards & Company
Missouri
$9K +$170 +5 +2%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$8.92K -$27 -815 -0.3%
AAS
207
Ameritas Advisory Services
Nebraska
$8.91K +$8.91K +275 New
HS
208
Horan Securities
United States
$8.88K
BWP
209
Baldwin Wealth Partners
Massachusetts
$8.23K
MFT
210
Moisand Fitzgerald Tamayo
Florida
$8.23K
TWA
211
TCI Wealth Advisors
Arizona
$7.73K
NSIM
212
North Star Investment Management
Illinois
$7.69K
RA
213
Rise Advisors
New York
$6.35K +$163 +5 +3%
ADL
214
Asset Dedication LLC
California
$6K +$6K +185 New
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$5K -$51.7K -1,500 -91%
TCM
216
TD Capital Management
Tennessee
$4.38K
GWS
217
Glassman Wealth Services
Virginia
$4.28K +$4.28K +130 New
TF
218
TimeScale Financial
Massachusetts
$4.11K
MA
219
MCF Advisors
Kentucky
$3.13K
ME
220
McIlrath & Eck
Washington
$3.13K
PA
221
PSI Advisors
Florida
$2.96K
WT
222
Washington Trust
Rhode Island
$2.3K
RFC
223
Regions Financial Corp
Alabama
-$1.23M -38,805 Closed
BCI
224
Brinker Capital Investments
Pennsylvania
-$636K -20,075 Closed
PWP
225
Principle Wealth Partners
Connecticut
-$592K -18,695 Closed