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

153 hedge funds and large institutions have $850M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
LPL Financial
3
LPL Financial
California
$11M
4
AAS
4
Avantax Advisory Services
Texas
$4.05M
5
FTUS
5
Flow Traders U.S.
New York
$414K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$325M
2
Invesco
2
Invesco
Georgia
$73.5M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
CGL
4
Clarius Group LLC
Washington
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$3.82M -$787K -33,615 -17%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.67M -$1.44M -61,635 -28%
MAM
28
Marquette Asset Management
Minnesota
$3.43M -$236K -10,095 -6%
TRCT
29
Tower Research Capital (TRC)
New York
$3.3M -$267K -11,415 -7%
LPT
30
Legacy Private Trust
Wisconsin
$3.29M -$92K -3,930 -3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3.17M -$451K -19,245 -12%
US Bancorp
32
US Bancorp
Minnesota
$2.72M +$7.61K +325 +0.3%
AFG
33
Albion Financial Group
Utah
$2.69M – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$2.63M -$550K -23,485 -17%
RCA
35
Rowland Carmichael Advisors
Arizona
$2.6M -$35.7K -1,525 -1%
JWA
36
JFS Wealth Advisors
Pennsylvania
$2.53M -$44.8K -1,915 -2%
PO
37
Private Ocean
California
$2.41M -$188K -8,030 -7%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.13M -$82.6K -3,530 -4%
AI
39
Accredited Investors
Minnesota
$2.08M -$62.7K -2,675 -3%
RPG
40
Resource Planning Group
Georgia
$1.92M -$43.7K -1,865 -2%
PWM
41
Perigon Wealth Management
California
$1.85M +$309K +13,200 +20%
CWM
42
Cornerstone Wealth Management
Missouri
$1.68M +$199K +8,505 +13%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.58M +$136K +5,805 +9%
CGL
44
Clarius Group LLC
Washington
$1.43M -$4.59M -196,050 -76%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$1.2M -$52K -2,220 -4%
Citadel Advisors
46
Citadel Advisors
Florida
$1.11M -$29.5K -1,260 -3%
ACP
47
Aviance Capital Partners
Florida
$1.1M +$138K +5,895 +14%
SWM
48
Shakespeare Wealth Management
Wisconsin
$1.05M -$71.8K -3,065 -6%
PAG
49
Private Advisor Group
New Jersey
$992K +$210K +8,950 +27%
EWM
50
Evercore Wealth Management
New York
$985K -$215K -9,165 -18%
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