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

149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
24
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$10.3M
2
DFG
2
DWM Financial Group
Illinois
$7.07M
3
AIA
3
Arbor Investment Advisors
North Carolina
$14.8M
4
CGL
4
Clarius Group LLC
Washington
$5.74M
5
CAN
5
Cetera Advisor Networks
California
$11.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$317M
2
HT
2
Hefren-Tillotson
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Mariner
4
Mariner
Kansas
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$4.05M +$18.3K +820 +0.5%
MAM
27
Marquette Asset Management
Minnesota
$3.5M -$51.6K -2,310 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.45M -$1.06M -47,345 -23%
TRCT
29
Tower Research Capital (TRC)
New York
$3.4M -$1.9M -84,955 -36%
LPT
30
Legacy Private Trust
Wisconsin
$3.22M -$2.6M -116,505 -45%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.03M -$1.5M -67,065 -33%
AAS
32
Avantax Advisory Services
Texas
$2.68M -$86.9K -3,890 -3%
US Bancorp
33
US Bancorp
Minnesota
$2.59M -$302K -13,520 -10%
AFG
34
Albion Financial Group
Utah
$2.57M – – –
RCA
35
Rowland Carmichael Advisors
Arizona
$2.51M -$3.35K -150 -0.1%
PO
36
Private Ocean
California
$2.48M -$191K -8,535 -7%
JWA
37
JFS Wealth Advisors
Pennsylvania
$2.46M -$485K -21,690 -16%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$2.11M +94,505 New
AI
39
Accredited Investors
Minnesota
$2.04M -$4.65M -208,250 -69%
RPG
40
Resource Planning Group
Georgia
$1.87M -$327K -14,640 -15%
Jane Street
41
Jane Street
New York
$1.6M +$1.24M +55,350 +343%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.53M -$48.3K -2,160 -3%
PWM
43
Perigon Wealth Management
California
$1.47M +$267K +11,935 +22%
CWM
44
Cornerstone Wealth Management
Missouri
$1.41M +$190K +8,485 +15%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.38M -$3.05M -136,605 -69%
SPIA
46
Steward Partners Investment Advisory
New York
$1.22M +$290K +12,995 +31%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$1.19M -$83.6K -3,745 -7%
EWM
48
Evercore Wealth Management
New York
$1.14M -$7.48K -335 -0.6%
Citadel Advisors
49
Citadel Advisors
Florida
$1.09M -$202K -9,055 -16%
SWM
50
Shakespeare Wealth Management
Wisconsin
$1.07M -$35.1K -1,570 -3%
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