Dividend Growth ETF Changes in Invesco FTSE RAFI US

May 16, 2025 01:20 AM PDT | By Team Kalkine Media

Dividend Growth ETF Changes in Invesco FTSE RAFI US — Image source: Shutterstock

Highlights

Comerica Bank decreased its stake in the FTSE RAFI US Small-Mid ETF during the last quarter.
The ETF's price has fluctuated within a wide range over the past year, reflecting market dynamics.
Other significant adjustments in holdings by several firms were noted in the same period.

The Invesco FTSE RAFI US Small-Mid ETF, designed around fundamental metrics of the dividend growth ETF Index, recently experienced notable shifts among its major stakeholders. This article highlights how these changes reflect evolving strategies within the dividend landscape, focusing on small- and mid-cap U.S. companies.

Changes in Stake Size by Comerica Bank

Comerica Bank reduced its position in the FTSE RAFI US 1500 Small-Mid ETF during the previous quarter. This move resulted in the bank holding a smaller quantity of shares than before, with the total value of the remaining shares reflecting a significant commitment. This change indicates a portfolio adjustment corresponding to shifts in market conditions and fund performance.

Activity Among Other Market Participants

Several other entities have made notable changes to their shares in the ETF. Some firms initiated new positions, while others increased their existing stakes substantially. For instance, a notable asset management company expanded its shares by a considerable margin, adding a notable quantity of shares to its portfolio. Additionally, new participants entered the ownership scene, acquiring shares valued at moderate sums.

Price Performance and Market Metrics

Recently, the ETF opened at a value close to the mid-range of its recent trading prices. Its moving averages indicate fluctuations with the shorter-term average positioned below the longer-term average, signaling current market trends. The ETF’s price has spanned from its yearly low to a high value reflecting the inherent volatility in this segment. Market capitalization remains strong, while the price-to-earnings ratio points to a valuation consistent with the sector’s characteristics. The beta suggests moderate sensitivity to market movements compared to broader benchmarks.

Dividend Distribution and Index Composition

The ETF recently declared a dividend growth ETF payment to shareholders, reflecting ongoing distributions typical of this fund. The underlying index tracks a wide selection of U.S. companies across small and mid capitalizations, employing fundamental criteria for its constituents.

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