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

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$313M
2
CFA
2
Carroll Financial Associates
North Carolina
$5.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
AIA
4
Arbor Investment Advisors
North Carolina
$7.53M
5
WA
5
Waverly Advisors
Alabama
$23.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.9M
2
Mariner
2
Mariner
Kansas
$24.8M
3
WA
3
Waddell & Associates
Tennessee
$10.4M
4
CCP
4
Cardan Capital Partners
Colorado
$2.95M
5
RJA
5
Raymond James & Associates
Florida
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$4.24M +$2.66M +148,955 +169%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.63M -$3.08M -171,800 -46%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.61M -$2.86M -159,690 -44%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.55M +$102K +5,675 +3%
CC
30
Callan Capital
California
$3.23M -$490K -27,400 -13%
CCP
31
Cardan Capital Partners
Colorado
$2.95M -$10.7M -598,595 -78%
MAM
32
Marquette Asset Management
Minnesota
$2.84M -$304K -17,020 -10%
OC
33
Oppenheimer & Co
New York
$2.57M +$36.4K +2,035 +1%
JWA
34
JFS Wealth Advisors
Pennsylvania
$2.36M -$2.51K -140 -0.1%
US Bancorp
35
US Bancorp
Minnesota
$2.32M -$492K -27,510 -18%
AAS
36
Avantax Advisory Services
Texas
$2.22M +$592K +33,010 +36%
PO
37
Private Ocean
California
$2.14M -$198K -11,095 -9%
AFG
38
Albion Financial Group
Utah
$2.05M – – –
RCA
39
Rowland Carmichael Advisors
Arizona
$2.01M -$126K -7,050 -6%
RCA
40
Resonant Capital Advisors
Wisconsin
$1.95M -$269K -15,035 -12%
MHS
41
M Holdings Securities
Oregon
$1.79M +$802K +44,845 +81%
RPG
42
Resource Planning Group
Georgia
$1.76M -$498K -27,870 -22%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.27M +$15.2K +850 +1%
ECG
44
EPIQ Capital Group
California
$1.1M +$5.01K +280 +0.5%
PWM
45
Perigon Wealth Management
California
$1.04M -$24.4K -1,260 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$1.04M +$487K +27,245 +89%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$17K -950 -2%
CWM
48
Cornerstone Wealth Management
Missouri
$980K +$813K +45,420 +486%
TSS
49
Two Sigma Securities
New York
$949K +$949K +53,065 New
EWM
50
Evercore Wealth Management
New York
$922K +$5.99K +335 +0.7%
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