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

254 hedge funds and large institutions have $1.64B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 19 closing their positions.

Holders
254
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
3.68%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
29
Increased
76
Reduced
79
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$16M
2
FFA
2
First Foundation Advisors
California
$33.2M
3
RIA
3
Regal Investment Advisors
Michigan
$4.94M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$46M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.7M
2
CSIA
2
Charles Schwab Investment Advisory
California
$800M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.36M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.4M
5
SFS
5
Solitude Financial Services
Virginia
$339K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$800M 20,357,310 -648,298 -3%
Bank of America
2
Bank of America
North Carolina
$96.9M 2,466,957 +61,217 +3%
WA
3
Waverly Advisors
Alabama
$61.3M 1,561,258 -70,294 -4%
Morgan Stanley
4
Morgan Stanley
New York
$46.7M 1,187,651 -1,265,621 -52%
LPL Financial
5
LPL Financial
California
$46.6M 1,187,351 -40,223 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$46M 1,172,108 +118,251 +11%
RJA
7
Raymond James & Associates
Florida
$38.5M 980,138 -27,328 -3%
FFA
8
First Foundation Advisors
California
$33.2M 844,240 +292,829 +53%
AIA
9
Arbor Investment Advisors
North Carolina
$32.5M 827,095 +15,213 +2%
Wells Fargo
10
Wells Fargo
California
$27.2M 691,771 -7,841 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.6M 600,782 +10,971 +2%
UBS Group
12
UBS Group
Switzerland
$23M 586,163 -54,774 -9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$22.1M 563,134 +15,151 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$17.4M 441,908 -434,633 -50%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$16M 407,410 +407,410 New
CAN
16
Cetera Advisor Networks
California
$15.9M 404,430 +7,165 +2%
NRI
17
NFP Retirement Inc
California
$14.8M 377,289 +12,743 +3%
CC
18
Callan Capital
California
$11.6M 296,235 -923 -0.3%
AAS
19
Avantax Advisory Services
Texas
$11.5M 293,505 +26,356 +10%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$11.3M 287,642 +12,119 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.9M 277,821 +523 +0.2%
Mariner
22
Mariner
Kansas
$10.8M 274,390 -4,309 -2%
DAS
23
Dynamic Advisor Solutions
Arizona
$9.87M 251,197 +11,018 +5%
AI
24
Accredited Investors
Minnesota
$9.65M 245,615 -11,884 -5%
Invesco
25
Invesco
Georgia
$7.84M 199,631 -22,680 -10%
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