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Invesco FTSE RAFI US 1500 Small-Mid ETF

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UB
201
UMB Bank
Missouri
$88.5K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$88.2K +$41.5K +1,088 +89%
CA
203
CoreCap Advisors
Michigan
$81.2K +$81.2K +2,130 New
HNB
204
Huntington National Bank
Ohio
$80.1K -$82.5K
BFPW
205
BOK Financial Private Wealth
Colorado
$76.3K
CIAS
206
CBIZ Investment Advisory Services
Ohio
$68.3K +$68.3K +1,790 New
T
207
Tidemark
California
$56.4K -$22.7K -595 -29%
GI
208
GAMMA Investing
California
$54.7K +$9.92K +260 +22%
SS
209
Sunbelt Securities
Texas
$54.5K
PMFA
210
Plante Moran Financial Advisors
Michigan
$51.6K
MIA
211
Milestone Investment Advisors
Wisconsin
$50.1K
CWC
212
Carolinas Wealth Consulting
North Carolina
$47.2K -$24.7K -647 -34%
SSB
213
Sandy Spring Bank
Maryland
$39.7K -$191 -5 -0.5%
TFGT
214
TS Financial Group (TSFG)
Illinois
$39K
AF
215
Allworth Financial
California
$38.2K
HR
216
Howe & Rusling
New York
$34.4K -$8.66K -227 -20%
AWM
217
Abound Wealth Management
Tennessee
$34.3K +$153 +4 +0.4%
EWM
218
EPG Wealth Management
Georgia
$32.6K -$33.5K -852 Closed
GWM
219
Geneos Wealth Management
Colorado
$29.1K +$6.52K +171 +29%
NA
220
NewEdge Advisors
Louisiana
$28.9K +$38 +1 +0.1%
BC
221
Barrett & Company
Rhode Island
$28.6K +$28.6K +750 New
RTL
222
Red Tortoise LLC
Georgia
$23.8K
PTC
223
Private Trust Company
Ohio
$21.9K +$12.9K +338 +143%
CT
224
Colonial Trust
South Carolina
$21.7K
GFPC
225
Global Financial Private Client
Florida
$21.7K