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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
201
Plante Moran Financial Advisors
Michigan
$53.1K +$53.1K +1,352 +135,200%
MIA
202
Milestone Investment Advisors
Wisconsin
$51.6K – – –
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$48.1K +$25.7K +655 +115%
NCM
204
Northwest Capital Management
Oregon
$46.2K – – –
GI
205
GAMMA Investing
California
$46.1K +$46.1K +1,174 New
HR
206
Howe & Rusling
New York
$44.4K +$35.5K +905 +402%
SSB
207
Sandy Spring Bank
Maryland
$41K +$196 +5 +0.5%
TFGT
208
TS Financial Group (TSFG)
Illinois
$40K – – –
PAM
209
Palisade Asset Management
Minnesota
$38.1K +$38.1K +970 New
AF
210
Allworth Financial
California
$37.1K – – –
MAM
211
MMA Asset Management
Pennsylvania
$35.3K +$35.3K +898 New
AWM
212
Abound Wealth Management
Tennessee
$35.2K +$79 +2 +0.2%
EWM
213
EPG Wealth Management
Georgia
$33.5K +$79 +2 +0.2%
NA
214
NewEdge Advisors
Louisiana
$29.7K – – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$28K +$17.6K +451 +170%
RTL
216
Red Tortoise LLC
Georgia
$24.6K – – –
Jones Financial Companies
217
Jones Financial Companies
Missouri
$23.6K +$23.6K +600 New
GWM
218
Geneos Wealth Management
Colorado
$23.2K -$23.5K -599 -50%
CT
219
Colonial Trust
South Carolina
$22.5K -$19.5K -500 -47%
GFPC
220
Global Financial Private Client
Florida
$22.2K – – –
PCTC
221
Perkins Coie Trust Company
Washington
$20.6K – – –
CA
222
Continuum Advisory
Idaho
$18.9K +$18.9K +484 New
NRC
223
New Republic Capital
North Carolina
$18.5K – – –
CA
224
Clearstead Advisors
Ohio
$18.4K -$11.6K -297 -39%
CIA
225
Cape Investment Advisory
Georgia
$17.9K – – –
7 8
9
10 11