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

225 hedge funds and large institutions have $1.27B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+16
Holders Change %
+7.66%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
42
Increased
60
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11.8M
2
Invesco
2
Invesco
Georgia
$38.1M
3
UBS Group
3
UBS Group
Switzerland
$21.9M
4
FFA
4
First Foundation Advisors
California
$12.5M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$3.51M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$672M
3
PAG
3
Private Advisor Group
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$672M 4,240,730 -52,700 -1%
Bank of America
2
Bank of America
North Carolina
$84.2M 531,244 +20 +0%
WA
3
Waverly Advisors
Alabama
$48.9M 308,534 -13,080 -4%
Morgan Stanley
4
Morgan Stanley
New York
$39.6M 249,858 +5,051 +2%
Invesco
5
Invesco
Georgia
$38.1M 240,402 +47,378 +25%
RJA
6
Raymond James & Associates
Florida
$31.1M 196,368 +3,624 +2%
AIA
7
Arbor Investment Advisors
North Carolina
$24.7M 155,771 +2,468 +2%
UBS Group
8
UBS Group
Switzerland
$21.9M 138,432 +38,062 +38%
Osaic Holdings
9
Osaic Holdings
Arizona
$16.9M 106,387 -20,372 -16%
Wells Fargo
10
Wells Fargo
California
$16.2M 102,458 -68,930 -40%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.7M 99,268 +1,527 +2%
FFA
12
First Foundation Advisors
California
$12.5M 78,908 +33,127 +72%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$11.8M 74,505 +60,059 +416%
LPL Financial
14
LPL Financial
California
$11.3M 71,459 -1,821 -2%
CC
15
Callan Capital
California
$10.8M 68,251 +7,301 +12%
Ameriprise
16
Ameriprise
Minnesota
$10.7M 67,705 -4,459 -6%
CAN
17
Cetera Advisor Networks
California
$10.7M 67,589 +2,743 +4%
Mariner
18
Mariner
Kansas
$10.3M 65,259 -3,952 -6%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$10.3M 64,866 +56 +0.1%
NRI
20
NFP Retirement Inc
California
$9.42M 59,473 +2,499 +4%
AI
21
Accredited Investors
Minnesota
$8.85M 55,884 +9,323 +20%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.61M 54,352 -18,364 -25%
AFA
23
Arlington Financial Advisors
California
$7.21M 45,507 +5,902 +15%
AAS
24
Avantax Advisory Services
Texas
$5.79M 36,524 -631 -2%
TBWA
25
Three Bridge Wealth Advisors
California
$5.59M 35,273 +5,030 +17%
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