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

174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
38
Reduced
65
Closed
11
Calls
$24K
Puts
$223K
Net Calls
-$199K
Net Calls Change
-$199K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
LPL Financial
2
LPL Financial
California
$15.7M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M
4
KAS
4
Kestra Advisory Services
Texas
$1.11M
5
WA
5
Waverly Advisors
Alabama
$46.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$390M
2
Mariner
2
Mariner
Kansas
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$8.18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$4.53M -$394K -13,040 -8%
LPT
27
Legacy Private Trust
Wisconsin
$4.08M -$160K -5,315 -4%
AAS
28
Avantax Advisory Services
Texas
$3.89M -$1.33M -43,975 -25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.64M -$442K -14,640 -11%
MAM
30
Marquette Asset Management
Minnesota
$3.52M -$906K -30,020 -20%
AFG
31
Albion Financial Group
Utah
$3.47M – – –
RCA
32
Rowland Carmichael Advisors
Arizona
$3.35M – – –
PO
33
Private Ocean
California
$3.11M +$604 +20 +0%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.1M -$287K -9,495 -8%
JWA
35
JFS Wealth Advisors
Pennsylvania
$2.89M -$381K -12,615 -12%
US Bancorp
36
US Bancorp
Minnesota
$2.76M -$744K -24,640 -21%
AI
37
Accredited Investors
Minnesota
$2.63M -$50.4K -1,670 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.53M -$2.2M -72,815 -46%
PWM
39
Perigon Wealth Management
California
$2.44M +$64.1K +2,125 +3%
RPG
40
Resource Planning Group
Georgia
$2.4M -$70K -2,320 -3%
CWM
41
Cornerstone Wealth Management
Missouri
$2.39M +$220K +7,270 +10%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.35M -$395K -13,070 -14%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.99M -$47.6K -1,575 -2%
CGL
44
Clarius Group LLC
Washington
$1.84M – – –
PAG
45
Private Advisor Group
New Jersey
$1.59M +$315K +10,435 +25%
Citadel Advisors
46
Citadel Advisors
Florida
$1.55M +$110K +3,645 +8%
ACP
47
Aviance Capital Partners
Florida
$1.45M +$34.7K +1,150 +2%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$184K -6,090 -12%
SWM
49
Shakespeare Wealth Management
Wisconsin
$1.32M -$36.5K -1,210 -3%
WCM
50
WealthBridge Capital Management
Ohio
$1.26M +$90.1K +2,985 +8%
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