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

263 hedge funds and large institutions have $1.6B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
263
Holders Change
+9
Holders Change %
+3.54%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
28
Increased
78
Reduced
87
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$786M
2
WWA
2
WCG Wealth Advisors
Nevada
$7.67M
3
FFA
3
First Foundation Advisors
California
$39.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$18.5M
5
SPIA
5
Steward Partners Investment Advisory
New York
$3.52M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
WA
2
Waverly Advisors
Alabama
$55.9M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$7.06M
4
RJA
4
Raymond James & Associates
Florida
$35.5M
5
WP
5
WMS Partners
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$786M 20,605,123 +20,605,123 New
Bank of America
2
Bank of America
North Carolina
$93.8M 2,458,192 -8,765 -0.4%
WA
3
Waverly Advisors
Alabama
$55.9M 1,466,577 -94,681 -6%
LPL Financial
4
LPL Financial
California
$46.5M 1,219,068 +31,717 +3%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$46M 1,206,857 +34,749 +3%
Morgan Stanley
6
Morgan Stanley
New York
$44M 1,154,166 -33,485 -3%
FFA
7
First Foundation Advisors
California
$39.2M 1,027,074 +182,834 +22%
RJA
8
Raymond James & Associates
Florida
$35.5M 929,679 -50,459 -5%
AIA
9
Arbor Investment Advisors
North Carolina
$32.8M 860,048 +32,953 +4%
Wells Fargo
10
Wells Fargo
California
$26.4M 692,267 +496 +0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.9M 600,604 -178 -0%
UBS Group
12
UBS Group
Switzerland
$21.9M 574,656 -11,507 -2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$21.7M 567,713 +4,579 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$18.5M 484,008 +42,100 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$16.2M 424,811 +17,401 +4%
NRI
16
NFP Retirement Inc
California
$14.7M 384,932 +7,643 +2%
AAS
17
Avantax Advisory Services
Texas
$12.5M 326,904 +33,399 +11%
CC
18
Callan Capital
California
$11.2M 293,693 -2,542 -0.9%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$10.9M 286,152 -1,490 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$10.3M 269,154 -8,667 -3%
Mariner
21
Mariner
Kansas
$9.99M 261,989 -12,401 -5%
AI
22
Accredited Investors
Minnesota
$8.1M 212,445 -33,170 -14%
WWA
23
WCG Wealth Advisors
Nevada
$7.67M 201,090 +201,090 New
TBWA
24
Three Bridge Wealth Advisors
California
$7.52M 197,085 +383 +0.2%
JWWM
25
Johnson & White Wealth Management
Pennsylvania
$7.47M 195,827 +27,154 +16%
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