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

224 hedge funds and large institutions have $1.38B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
224
Holders Change
+2
Holders Change %
+0.9%
% of All Funds
3.53%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
24
Increased
76
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
Cerity Partners
2
Cerity Partners
New York
$4.55M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.53M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.64M
5
EH
5
Equitable Holdings
New York
$3.15M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$697M
2
Bank of America
2
Bank of America
North Carolina
$85M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$733K
4
Invesco
4
Invesco
Georgia
$36.4M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$697M 4,058,295 -118,670 -3%
Bank of America
2
Bank of America
North Carolina
$85M 494,900 -22,078 -4%
WA
3
Waverly Advisors
Alabama
$50.8M 295,671 -6,099 -2%
Morgan Stanley
4
Morgan Stanley
New York
$42.8M 249,161 +28,933 +13%
Invesco
5
Invesco
Georgia
$36.4M 212,069 -14,109 -6%
RJA
6
Raymond James & Associates
Florida
$33.8M 196,944 -3,244 -2%
AIA
7
Arbor Investment Advisors
North Carolina
$27.8M 162,060 +6,038 +4%
PI
8
PFS Investments
Georgia
$26.1M 151,921 +7,085 +5%
UBS Group
9
UBS Group
Switzerland
$22.7M 132,006 -7,323 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.4M 118,912 +13,251 +13%
Wells Fargo
11
Wells Fargo
California
$20M 116,498 +11,131 +11%
Osaic Holdings
12
Osaic Holdings
Arizona
$18.5M 106,972 -380 -0.4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$17.4M 101,322 +71 +0.1%
FFA
14
First Foundation Advisors
California
$16.2M 94,445 +6,325 +7%
LPL Financial
15
LPL Financial
California
$13.8M 80,163 +7,684 +11%
CAN
16
Cetera Advisor Networks
California
$12.4M 72,444 +2,136 +3%
NRI
17
NFP Retirement Inc
California
$11.3M 65,769 +6,089 +10%
CC
18
Callan Capital
California
$11.2M 65,439 -2,597 -4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$10.5M 60,983 -3,280 -5%
Mariner
20
Mariner
Kansas
$9.7M 56,446 -2,574 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.62M 56,003 +1,814 +3%
AI
22
Accredited Investors
Minnesota
$9.55M 55,595 -1,737 -3%
TBWA
23
Three Bridge Wealth Advisors
California
$6.9M 40,153 +2,522 +7%
AFA
24
Arlington Financial Advisors
California
$6.64M 38,656 -571 -1%
AAS
25
Avantax Advisory Services
Texas
$6.59M 38,379 +1,475 +4%
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