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

279 hedge funds and large institutions have $1.74B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 17 closing their positions.

Holders
279
Holders Change
+8
Holders Change %
+2.95%
% of All Funds
3.72%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
27
Increased
90
Reduced
81
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$42M
2
SFG
2
Stonebridge Financial Group
Pennsylvania
$26.1M
3
Invesco
3
Invesco
Georgia
$18.6M
4
IAA
4
Independent Advisor Alliance
North Carolina
$5.49M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$5.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$22.3M
2
Charles Schwab
2
Charles Schwab
California
$819M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.5M
4
WA
4
Waverly Advisors
Alabama
$55M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$819M 19,684,630 -457,558 -2%
Bank of America
2
Bank of America
North Carolina
$109M 2,611,574 +57,183 +2%
WA
3
Waverly Advisors
Alabama
$55M 1,321,060 -55,022 -4%
LPL Financial
4
LPL Financial
California
$51.6M 1,239,605 +16,910 +1%
Morgan Stanley
5
Morgan Stanley
New York
$46.8M 1,125,538 -14,051 -1%
FFA
6
First Foundation Advisors
California
$46M 1,105,902 +52,016 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$42M 1,009,453 +1,009,453 New
AIA
8
Arbor Investment Advisors
North Carolina
$35.9M 863,662 -5,598 -0.6%
Wells Fargo
9
Wells Fargo
California
$32M 770,239 -16,318 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.8M 691,179 +24,962 +4%
UBS Group
11
UBS Group
Switzerland
$28.1M 676,495 +48,132 +8%
SFG
12
Stonebridge Financial Group
Pennsylvania
$26.1M 627,558 +627,558 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$22.3M 535,494 -742,366 -58%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$20.5M 492,813 +8,594 +2%
Invesco
15
Invesco
Georgia
$18.6M 446,483 +241,812 +118%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$17.8M 427,670 +280 +0.1%
NRI
17
NFP Retirement Inc
California
$17.5M 420,498 +17,684 +4%
AAS
18
Avantax Advisory Services
Texas
$17.1M 410,384 +38,202 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$12.5M 299,732 -254,462 -46%
CC
20
Callan Capital
California
$11.5M 276,939 -16,690 -6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$10.8M 258,765 -26,541 -9%
Mariner
22
Mariner
Kansas
$10.8M 258,564 -7,689 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.7M 257,630 -7,929 -3%
JWWM
24
Johnson & White Wealth Management
Pennsylvania
$9.16M 219,672 +13,897 +7%
AI
25
Accredited Investors
Minnesota
$8.37M 201,257 -5,702 -3%
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