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

190 hedge funds and large institutions have $1.13B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
45
Reduced
61
Closed
16
Calls
$60K
Puts
–
Net Calls
+$60K
Net Calls Change
+$7K

Top Buyers

1
PWMG
1
Pinnacle Wealth Management Group
Michigan
$4.26M
2
AFG
2
Albion Financial Group
Utah
$4.19M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$22.3M
5
FTUS
5
Flow Traders U.S.
New York
$1.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$399M
2
RJA
2
Raymond James & Associates
Florida
$40.5M
3
LPL Financial
3
LPL Financial
California
$21.5M
4
Invesco
4
Invesco
Georgia
$108M
5
Mariner
5
Mariner
Kansas
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
26
Pinnacle Wealth Management Group
Michigan
$4.26M 22,816 +22,816 New
CC
27
Callan Capital
California
$4.22M 22,581 -4,158 -16%
AFG
28
Albion Financial Group
Utah
$4.19M 22,440 +22,440 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$4.12M 22,031 -382 -2%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.88M 20,785 -231 -1%
PO
31
Private Ocean
California
$3.82M 20,416 -55 -0.3%
PWM
32
Perigon Wealth Management
California
$3.59M 19,231 +1,783 +10%
CWM
33
Cornerstone Wealth Management
Missouri
$3.47M 18,569 +2,537 +16%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.32M 17,761 -157 -0.9%
KPW
35
Kore Private Wealth
New York
$3.24M 17,312 +1,411 +9%
US Bancorp
36
US Bancorp
Minnesota
$3.21M 17,193 -206 -1%
JWA
37
JFS Wealth Advisors
Pennsylvania
$3.2M 17,096 -518 -3%
MAM
38
Marquette Asset Management
Minnesota
$3.09M 16,511 – –
Citadel Advisors
39
Citadel Advisors
Florida
$3.06M 16,367 +16,367 New
AI
40
Accredited Investors
Minnesota
$3.01M 16,119 -819 -5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.87M 15,351 -157 -1%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.85M 15,236 +8,444 +124%
WP
43
WealthSource Partners
California
$2.71M 14,522 +229 +2%
ACP
44
Aviance Capital Partners
Florida
$2.61M 13,968 -55 -0.4%
PAG
45
Private Advisor Group
New Jersey
$2.58M 13,813 +164 +1%
RPG
46
Resource Planning Group
Georgia
$2.48M 13,248 -1,165 -8%
CGL
47
Clarius Group LLC
Washington
$2.25M 12,037 -186 -2%
WCM
48
WealthBridge Capital Management
Ohio
$2.18M 11,674 +1,532 +15%
TC
49
TAP Consulting
Missouri
$2.06M 10,996 -73 -0.7%
FTUS
50
Flow Traders U.S.
New York
$1.7M 9,103 +9,103 New
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