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

185 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
54
Reduced
53
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$56K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$425M
2
GW
2
GW & Wade
Massachusetts
$3.85M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.24M
4
WA
4
Waverly Advisors
Alabama
$55M
5
RJA
5
Raymond James & Associates
Florida
$41.1M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20M
3
Invesco
3
Invesco
Georgia
$103M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
26
Pinnacle Wealth Management Group
Michigan
$4.22M 23,146 +330 +1%
AFG
27
Albion Financial Group
Utah
$4.1M 22,440 – –
CC
28
Callan Capital
California
$4.05M 22,209 -372 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.94M 21,573 -458 -2%
GW
30
GW & Wade
Massachusetts
$3.85M 21,076 +21,076 New
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.79M 20,780 -5 -0%
PO
32
Private Ocean
California
$3.73M 20,416 – –
PWM
33
Perigon Wealth Management
California
$3.62M 19,826 +595 +3%
CWM
34
Cornerstone Wealth Management
Missouri
$3.54M 19,398 +829 +4%
KPW
35
Kore Private Wealth
New York
$3.45M 18,914 +1,602 +9%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.24M 16,991 +12,405 +270%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.14M 17,237 -524 -3%
US Bancorp
38
US Bancorp
Minnesota
$3.14M 17,193 – –
JWA
39
JFS Wealth Advisors
Pennsylvania
$3.07M 16,836 -260 -2%
MAM
40
Marquette Asset Management
Minnesota
$3.01M 16,511 – –
AI
41
Accredited Investors
Minnesota
$2.94M 16,122 +3 +0%
PAG
42
Private Advisor Group
New Jersey
$2.85M 15,618 +1,805 +13%
ACP
43
Aviance Capital Partners
Florida
$2.67M 14,607 +639 +5%
WP
44
WealthSource Partners
California
$2.65M 14,526 +4 +0%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.62M 14,376 -975 -6%
TC
46
TAP Consulting
Missouri
$2.34M 12,806 +1,810 +16%
RPG
47
Resource Planning Group
Georgia
$2.21M 12,113 -1,135 -9%
CGL
48
Clarius Group LLC
Washington
$2.2M 12,037 – –
WCM
49
WealthBridge Capital Management
Ohio
$2.05M 11,223 -451 -4%
FMWA
50
Forvis Mazars Wealth Advisors
Missouri
$1.64M 8,992 -9 -0.1%
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