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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4M
2
Wells Fargo
Wells Fargo
California
+$3.92M
3
WANY
Wealthspire Advisors (New York)
New York
+$3.48M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.95M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.73M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$19.2M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$5.48M
3
WA
Waverly Advisors
Alabama
-$3.76M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$87.3K -$80.1K – –
MG
202
Mather Group
Illinois
$87.1K -$180K -4,327 -67%
NFA
203
Northwest Financial Advisors
Virginia
$83.8K +$83.8K +2,017 New
BFPW
204
BOK Financial Private Wealth
Colorado
$83.1K – – –
UB
205
UMB Bank
Missouri
$80.4K -$16K -384 -17%
CIAS
206
CBIZ Investment Advisory Services
Ohio
$74.4K – – –
BTI
207
Blue Trust Inc
Georgia
$67.6K +$67.6K +1,773 New
AA
208
Addison Advisors
Vermont
$67.5K -$63.4K -1,525 -48%
GRP
209
Global Retirement Partners
California
$65K +$65K +1,563 New
T
210
Tidemark
California
$61.5K – – –
GI
211
GAMMA Investing
California
$59.6K – – –
SS
212
Sunbelt Securities
Texas
$59.4K – – –
OHWP
213
Oak Harbor Wealth Partners
North Carolina
$57.3K +$57.3K +1,380 New
PMFA
214
Plante Moran Financial Advisors
Michigan
$56.2K – – –
MIA
215
Milestone Investment Advisors
Wisconsin
$54.5K – – –
S
216
Sachetta
Massachusetts
$52.2K -$564K -13,577 -92%
BF
217
BOK Financial
Oklahoma
$51.8K +$51.8K +1,269 New
CWC
218
Carolinas Wealth Consulting
North Carolina
$51.6K +$166 +4 +0.3%
AF
219
Allworth Financial
California
$47.8K +$8.52K +205 +22%
SSB
220
Sandy Spring Bank
Maryland
$43.2K – – –
TFGT
221
TS Financial Group (TSFG)
Illinois
$42K – – –
PTC
222
Private Trust Company
Ohio
$41.3K +$17.5K +420 +73%
AWM
223
Abound Wealth Management
Tennessee
$37.5K +$125 +3 +0.3%
EWM
224
EPG Wealth Management
Georgia
$35.7K +$35.7K +858 New
GWM
225
Geneos Wealth Management
Colorado
$35K +$3.37K +81 +11%
7 8
9
10 11