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

271 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 72 reducing their positions, and 11 closing their positions.

Holders
271
Holders Change
+8
Holders Change %
+3.04%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
91
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$106M
2
Wells Fargo
2
Wells Fargo
California
$32.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$3.87M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$837M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$391K
3
WA
3
Waverly Advisors
Alabama
$57.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$448K
5
TRCT
5
Tower Research Capital (TRC)
New York
$135K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$837M 20,142,188 -462,935 -2%
Bank of America
2
Bank of America
North Carolina
$106M 2,554,391 +96,199 +4%
WA
3
Waverly Advisors
Alabama
$57.2M 1,376,082 -90,495 -6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$53.1M 1,277,860 +71,003 +6%
LPL Financial
5
LPL Financial
California
$50.8M 1,222,695 +3,627 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$47.3M 1,139,589 -14,577 -1%
FFA
7
First Foundation Advisors
California
$43.8M 1,053,886 +26,812 +3%
RJA
8
Raymond James & Associates
Florida
$38.9M 936,627 +6,948 +0.7%
AIA
9
Arbor Investment Advisors
North Carolina
$36.1M 869,260 +9,212 +1%
Wells Fargo
10
Wells Fargo
California
$32.7M 786,557 +94,290 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.7M 666,217 +65,613 +11%
UBS Group
12
UBS Group
Switzerland
$26.1M 628,363 +53,707 +9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$23M 554,194 -13,519 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.1M 484,219 +211 +0%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$17.8M 427,390 +2,579 +0.6%
NRI
16
NFP Retirement Inc
California
$16.7M 402,814 +17,882 +5%
AAS
17
Avantax Advisory Services
Texas
$15.5M 372,182 +45,278 +14%
CC
18
Callan Capital
California
$12.2M 293,629 -64 -0%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$11.9M 285,306 -846 -0.3%
Mariner
20
Mariner
Kansas
$11.1M 266,253 +4,264 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$11M 265,559 -3,595 -1%
AI
22
Accredited Investors
Minnesota
$8.6M 206,959 -5,486 -3%
JWWM
23
Johnson & White Wealth Management
Pennsylvania
$8.55M 205,775 +9,948 +5%
Invesco
24
Invesco
Georgia
$8.5M 204,671 +13,610 +7%
TBWA
25
Three Bridge Wealth Advisors
California
$8.08M 194,442 -2,643 -1%
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