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

187 hedge funds and large institutions have $1.1B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
42
Reduced
65
Closed
13
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$252K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.28M
4
Wells Fargo
4
Wells Fargo
California
$19M
5
UBS Group
5
UBS Group
Switzerland
$13M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$393M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
3
Mariner
3
Mariner
Kansas
$18.5M
4
RJA
4
Raymond James & Associates
Florida
$41.7M
5
Invesco
5
Invesco
Georgia
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$4.28M +$3.93M +111,425 +1,132%
LPT
27
Legacy Private Trust
Wisconsin
$4.22M -$538K -15,255 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.95M -$303K -8,580 -7%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.71M +$958K +27,175 +35%
PO
30
Private Ocean
California
$3.61M -$17.5K -495 -0.5%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.16M -$462K -13,110 -13%
JWA
32
JFS Wealth Advisors
Pennsylvania
$3.11M -$265K -7,520 -8%
PWM
33
Perigon Wealth Management
California
$3.08M +$222K +6,305 +8%
US Bancorp
34
US Bancorp
Minnesota
$3.07M -$159K -4,510 -5%
AI
35
Accredited Investors
Minnesota
$2.99M -$84.5K -2,395 -3%
MAM
36
Marquette Asset Management
Minnesota
$2.91M -$1.2M -33,995 -29%
CWM
37
Cornerstone Wealth Management
Missouri
$2.83M +$40K +1,135 +1%
KPW
38
Kore Private Wealth
New York
$2.8M +$2.8M +79,505 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.74M +$408K +11,560 +18%
RPG
40
Resource Planning Group
Georgia
$2.54M -$261K -7,410 -9%
WP
41
WealthSource Partners
California
$2.52M +$2.52M +71,465 New
ACP
42
Aviance Capital Partners
Florida
$2.47M +$783K +22,190 +46%
PAG
43
Private Advisor Group
New Jersey
$2.41M +$546K +15,470 +29%
CGL
44
Clarius Group LLC
Washington
$2.16M +$4.41K +125 +0.2%
TC
45
TAP Consulting
Missouri
$1.95M +$738K +20,915 +61%
WCM
46
WealthBridge Capital Management
Ohio
$1.79M +$313K +8,880 +21%
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$882 +25 +0.1%
EWM
48
Evercore Wealth Management
New York
$1.39M – – –
SWM
49
Shakespeare Wealth Management
Wisconsin
$1.35M -$186K -5,265 -12%
SFP
50
Sterling Financial Planning
New Jersey
$1.27M -$161K -4,560 -11%
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