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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$92M
2
CSIA
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
LPL Financial
California
$46M
4
SAM
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
Invesco
Georgia
$8.33M
2
IF
Intrua Financial
Texas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$21.9M
4
CC
Callan Capital
California
$11.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$367K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$44K – – –
NS
202
NBC Securities
Alabama
$41K +$41K +1,120 New
CT
203
Colonial Trust
South Carolina
$40.3K +$18.7K +500 +87%
JFGIW
204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.8K +$31.5K +841 +382%
SSB
205
Sandy Spring Bank
Maryland
$39K – – –
TFGT
206
TS Financial Group (TSFG)
Illinois
$38K – – –
AF
207
Allworth Financial
California
$35.4K -$24.2K -645 -41%
AWM
208
Abound Wealth Management
Tennessee
$33.5K +$75 +2 +0.2%
BWM
209
Baystate Wealth Management
Massachusetts
$32.6K +$113 +3 +0.3%
TRCT
210
Tower Research Capital (TRC)
New York
$31.2K +$31.2K +832 New
EWM
211
EPG Wealth Management
Georgia
$31K +$109 +3 +0.4%
CA
212
Clearstead Advisors
Ohio
$28.9K -$7.87K -210 -21%
NA
213
NewEdge Advisors
Louisiana
$28.3K +$6.41K +171 +29%
BC
214
Barrett & Company
Rhode Island
$28.1K – – –
RTL
215
Red Tortoise LLC
Georgia
$23.4K – – –
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$21.4K -$74.8K -1,995 -78%
GFPC
217
Global Financial Private Client
Florida
$21.4K – – –
PCTC
218
Perkins Coie Trust Company
Washington
$19.7K – – –
NRC
219
New Republic Capital
North Carolina
$17.6K – – –
CIA
220
Cape Investment Advisory
Georgia
$17.1K – – –
AEPWM
221
Atlantic Edge Private Wealth Management
Florida
$16.7K +$16.7K +445 New
TIM
222
Tortoise Investment Management
New York
$15.7K – – –
AP
223
Aspect Partners
Virginia
$15.7K +$15.7K +420 New
QCG
224
Quadrant Capital Group
Ohio
$14.6K – – –
BWM
225
BKM Wealth Management
Wisconsin
$14.6K +$14.6K +389 New
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