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

227 hedge funds and large institutions have $1.37B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 200 increasing their positions, 5 reducing their positions, and 14 closing their positions.

Holders
227
Holders Change
+3
Holders Change %
+1.34%
% of All Funds
3.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
200
Reduced
5
Closed
14
Calls
$92K
Puts
–
Net Calls
+$92K
Net Calls Change
+$92K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$664M
2
Bank of America
2
Bank of America
North Carolina
$80.2M
3
WA
3
Waverly Advisors
Alabama
$52.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$32.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.2M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.94K
4
PWMG
4
Provence Wealth Management Group
California
$0
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$664M 20,128,202 +16,069,907 +396%
Bank of America
2
Bank of America
North Carolina
$80.2M 2,432,308 +1,937,408 +391%
WA
3
Waverly Advisors
Alabama
$52.4M 1,587,404 +1,291,733 +437%
Morgan Stanley
4
Morgan Stanley
New York
$40.2M 1,218,530 +969,369 +389%
Invesco
5
Invesco
Georgia
$34.7M 1,050,326 +838,257 +395%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$32.9M 998,591 +990,087 +11,643%
RJA
7
Raymond James & Associates
Florida
$32.8M 992,792 +795,848 +404%
AIA
8
Arbor Investment Advisors
North Carolina
$26.8M 811,254 +649,194 +401%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$26.3M 797,279 +797,279 New
Wells Fargo
10
Wells Fargo
California
$21.8M 659,607 +543,109 +466%
UBS Group
11
UBS Group
Switzerland
$21.5M 651,594 +519,588 +394%
Osaic Holdings
12
Osaic Holdings
Arizona
$20.8M 629,195 +522,223 +488%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$18.8M 568,653 +449,741 +378%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$17.5M 531,959 +430,637 +425%
FFA
15
First Foundation Advisors
California
$17.1M 517,428 +422,983 +448%
LPL Financial
16
LPL Financial
California
$14.5M 439,899 +359,736 +449%
CAN
17
Cetera Advisor Networks
California
$13M 393,009 +320,565 +443%
NRI
18
NFP Retirement Inc
California
$11.1M 337,719 +271,950 +413%
CC
19
Callan Capital
California
$10.9M 329,652 +264,213 +404%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.42M 285,615 +229,612 +410%
Mariner
21
Mariner
Kansas
$9.29M 281,468 +225,022 +399%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$9.25M 280,459 +219,476 +360%
AI
23
Accredited Investors
Minnesota
$8.95M 271,253 +215,658 +388%
AAS
24
Avantax Advisory Services
Texas
$7.15M 216,709 +178,330 +465%
TBWA
25
Three Bridge Wealth Advisors
California
$6.7M 203,118 +162,965 +406%
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