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Invesco FTSE RAFI US 1500 Small-Mid ETF

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
201
Atlantic Edge Private Wealth Management
Florida
$112K +$93K +2,235 +502%
CA
202
CoreCap Advisors
Michigan
$110K +$21K +505 +24%
ITIM
203
Indiana Trust & Investment Management
Indiana
$99K
AWM
204
AE Wealth Management
Kansas
$94.9K +$94.9K +2,280 New
TLA
205
Tanglewood Legacy Advisors
Texas
$91.1K +$91.1K +2,189 New
HNB
206
Huntington National Bank
Ohio
$87.4K -$87.3K
BFPW
207
BOK Financial Private Wealth
Colorado
$83.2K
UB
208
UMB Bank
Missouri
$80.6K
CIAS
209
CBIZ Investment Advisory Services
Ohio
$74.5K
AA
210
Addison Advisors
Vermont
$67.6K
GRP
211
Global Retirement Partners
California
$65K
BA
212
Bellwether Advisors
Nebraska
$64.8K +$64.8K +1,556 New
T
213
Tidemark
California
$61.6K
DRP
214
Decker Retirement Planning
Utah
$60.9K +$60.9K +1,463 New
GI
215
GAMMA Investing
California
$59.7K
SS
216
Sunbelt Securities
Texas
$59.5K
OHWP
217
Oak Harbor Wealth Partners
North Carolina
$57.4K
MIA
218
Milestone Investment Advisors
Wisconsin
$54.6K
CWC
219
Carolinas Wealth Consulting
North Carolina
$52K +$250 +6 +0.5%
S
220
Sachetta
Massachusetts
$51.5K -$749 -18 -1%
PMFA
221
Plante Moran Financial Advisors
Michigan
$48.6K -$7.66K -184 -14%
SSB
222
Sandy Spring Bank
Maryland
$43.3K
GWM
223
Geneos Wealth Management
Colorado
$42.5K +$7.45K +179 +21%
TFGT
224
TS Financial Group (TSFG)
Illinois
$42K
PTC
225
Private Trust Company
Ohio
$41.4K