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

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$313M
2
CFA
2
Carroll Financial Associates
North Carolina
$5.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
AIA
4
Arbor Investment Advisors
North Carolina
$7.53M
5
WA
5
Waverly Advisors
Alabama
$23.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.9M
2
Mariner
2
Mariner
Kansas
$24.8M
3
WA
3
Waddell & Associates
Tennessee
$10.4M
4
CCP
4
Cardan Capital Partners
Colorado
$2.95M
5
RJA
5
Raymond James & Associates
Florida
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Shakespeare Wealth Management
Wisconsin
$884K -$5.46K -305 -0.6%
UCFA
52
United Capital Financial Advisors
Texas
$883K +$318K +17,800 +56%
Cerity Partners
53
Cerity Partners
New York
$780K -$626K -35,000 -45%
SPIA
54
Steward Partners Investment Advisory
New York
$747K -$272K -15,210 -27%
ACP
55
Aviance Capital Partners
Florida
$720K +$299K +16,710 +71%
WCM
56
WealthBridge Capital Management
Ohio
$713K -$574K -32,115 -45%
RJT
57
Raymond James Trust
Florida
$647K -$101K -5,630 -13%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$563K -$1.06M -52,400 -65%
PAG
59
Private Advisor Group
New Jersey
$560K -$26.2K -1,465 -4%
TA
60
Tiedemann Advisors
New York
$522K – – –
GT
61
Glenmede Trust
Pennsylvania
$511K – – –
AC
62
AlphaCore Capital
California
$501K -$73.5K -4,110 -13%
Creative Planning
63
Creative Planning
Kansas
$498K -$96.9K -5,415 -16%
N
64
Natixis
France
$471K +$142K +7,955 +43%
NEPWA
65
New England Private Wealth Advisors
Massachusetts
$468K -$646K -36,260 -58%
B
66
Bridgeworth
Alabama
$459K -$104K -5,805 -18%
SC
67
Scotia Capital
Ontario, Canada
$452K -$81.8K -4,575 -15%
CCA
68
Clearwater Capital Advisors
Illinois
$440K -$74.5K -4,165 -14%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$436K -$113K -6,320 -21%
IFWM
70
Institute for Wealth Management
Colorado
$430K -$5.45K -305 -1%
Renaissance Technologies
71
Renaissance Technologies
New York
$429K +$429K +24,000 New
MAM
72
Madison Asset Management
Wisconsin
$423K -$174K -9,695 -29%
EPA
73
Element Pointe Advisors
Florida
$413K -$21.1K -1,180 -5%
PCFFS
74
Pacific Center for Financial Services
California
$412K -$78.1K -4,360 -16%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$407K -$43K -2,400 -10%
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