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

252 hedge funds and large institutions have $1.65B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 13 closing their positions.

Holders
252
Holders Change
+25
Holders Change %
+11.01%
% of All Funds
3.7%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
39
Increased
66
Reduced
79
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92M
2
CSIA
2
Charles Schwab Investment Advisory
California
$788M
3
LPL Financial
3
LPL Financial
California
$46M
4
SAM
4
Synergy Asset Management
Washington
$3.13M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.33M
2
IF
2
Intrua Financial
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$21.9M
4
CC
4
Callan Capital
California
$11.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$367K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$788M 21,005,608 +877,406 +4%
Morgan Stanley
2
Morgan Stanley
New York
$92M 2,453,272 +1,234,742 +101%
Bank of America
3
Bank of America
North Carolina
$90.2M 2,405,740 -26,568 -1%
WA
4
Waverly Advisors
Alabama
$61.2M 1,631,552 +44,148 +3%
LPL Financial
5
LPL Financial
California
$46M 1,227,574 +787,675 +179%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$39.5M 1,053,857 +55,266 +6%
RJA
7
Raymond James & Associates
Florida
$37.8M 1,007,466 +14,674 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$32.9M 876,541 +79,262 +10%
AIA
9
Arbor Investment Advisors
North Carolina
$30.4M 811,882 +628 +0.1%
Wells Fargo
10
Wells Fargo
California
$26.2M 699,612 +40,005 +6%
UBS Group
11
UBS Group
Switzerland
$24M 640,937 -10,657 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22.1M 589,811 +21,158 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$21.9M 583,996 -45,199 -7%
FFA
14
First Foundation Advisors
California
$20.7M 551,411 +33,983 +7%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$20.5M 547,983 +16,024 +3%
CAN
16
Cetera Advisor Networks
California
$14.9M 397,265 +4,256 +1%
NRI
17
NFP Retirement Inc
California
$13.7M 364,546 +26,827 +8%
CC
18
Callan Capital
California
$11.1M 297,158 -32,494 -10%
Mariner
19
Mariner
Kansas
$10.4M 278,699 -2,769 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.4M 277,298 -8,317 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$10.3M 275,523 -4,936 -2%
AAS
22
Avantax Advisory Services
Texas
$10M 267,149 +50,440 +23%
AI
23
Accredited Investors
Minnesota
$9.65M 257,499 -13,754 -5%
AFA
24
Arlington Financial Advisors
California
$8.85M 235,953 +46,809 +25%
DAS
25
Dynamic Advisor Solutions
Arizona
$8.66M 240,179 +43,395 +22%
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