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Invesco FTSE RAFI US 1500 Small-Mid ETF

222 hedge funds and large institutions have $1.32B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 71 reducing their positions, and 23 closing their positions.

Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
62
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$687M 4,176,965 -63,765 -2%
Bank of America
2
Bank of America
North Carolina
$85.1M 516,978 -14,266 -3%
WA
3
Waverly Advisors
Alabama
$49.6M 301,770 -6,764 -2%
Invesco
4
Invesco
Georgia
$37.2M 226,178 -14,224 -6%
Morgan Stanley
5
Morgan Stanley
New York
$36.2M 220,228 -29,630 -12%
RJA
6
Raymond James & Associates
Florida
$32.9M 200,188 +3,820 +2%
AIA
7
Arbor Investment Advisors
North Carolina
$25.7M 156,022 +251 +0.2%
PI
8
PFS Investments
Georgia
$23.2M 144,836 +144,836 New
UBS Group
9
UBS Group
Switzerland
$22.9M 139,329 +897 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$17.4M 107,352 +965 +0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.4M 105,661 +6,393 +6%
Wells Fargo
12
Wells Fargo
California
$17.3M 105,367 +2,909 +3%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$16.7M 101,251 +26,746 +36%
FFA
14
First Foundation Advisors
California
$14.5M 88,120 +9,212 +12%
LPL Financial
15
LPL Financial
California
$11.9M 72,479 +1,020 +1%
CAN
16
Cetera Advisor Networks
California
$11.6M 70,308 +2,719 +4%
CC
17
Callan Capital
California
$11.2M 68,036 -215 -0.3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$10.6M 64,263 -603 -0.9%
NRI
19
NFP Retirement Inc
California
$9.82M 59,680 +207 +0.3%
Mariner
20
Mariner
Kansas
$9.71M 59,020 -6,239 -10%
AI
21
Accredited Investors
Minnesota
$9.43M 57,332 +1,448 +3%
AFA
22
Arlington Financial Advisors
California
$6.45M 39,227 -6,280 -14%
TBWA
23
Three Bridge Wealth Advisors
California
$6.19M 37,631 +2,358 +7%
AAS
24
Avantax Advisory Services
Texas
$6.07M 36,904 +380 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.04M 30,616 +3,120 +11%