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

149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
24
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$10.3M
2
DFG
2
DWM Financial Group
Illinois
$7.07M
3
AIA
3
Arbor Investment Advisors
North Carolina
$14.8M
4
CGL
4
Clarius Group LLC
Washington
$5.74M
5
CAN
5
Cetera Advisor Networks
California
$11.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$317M
2
HT
2
Hefren-Tillotson
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Mariner
4
Mariner
Kansas
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
51
Resonant Capital Advisors
Wisconsin
$930K -$1.51M -67,405 -62%
ACP
52
Aviance Capital Partners
Florida
$913K +$13.5K +605 +2%
WCM
53
WealthBridge Capital Management
Ohio
$895K +$4.14K +185 +0.5%
Cerity Partners
54
Cerity Partners
New York
$863K -$112K -5,000 -11%
PAG
55
Private Advisor Group
New Jersey
$746K +$46.2K +2,070 +7%
RJT
56
Raymond James Trust
Florida
$681K -$127K -5,705 -16%
Creative Planning
57
Creative Planning
Kansas
$639K +$16.9K +755 +3%
OC
58
Oppenheimer & Co
New York
$605K -$2.61M -116,785 -81%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$592K -$54.1K -2,330 -8%
N
60
Natixis
France
$588K – – –
NEPWA
61
New England Private Wealth Advisors
Massachusetts
$580K +$772 +35 +0.1%
AC
62
AlphaCore Capital
California
$568K -$58.1K -2,600 -9%
SC
63
Scotia Capital
Ontario, Canada
$546K -$33.2K -1,450 -6%
IFWM
64
Institute for Wealth Management
Colorado
$537K – – –
EPA
65
Element Pointe Advisors
Florida
$516K – – –
MAM
66
Madison Asset Management
Wisconsin
$506K -$22K -985 -4%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$494K -$50.3K -2,250 -9%
BSW
68
Buckingham Strategic Wealth
Missouri
$491K +$75.1K +3,360 +18%
PCFFS
69
Pacific Center for Financial Services
California
$460K -$54.4K -2,435 -11%
GT
70
Glenmede Trust
Pennsylvania
$445K +$27K +1,210 +6%
Goldman Sachs
71
Goldman Sachs
New York
$442K +$41.5K +1,860 +10%
FAIM
72
Financial Advocates Investment Management
Washington
$421K – – –
UCFA
73
United Capital Financial Advisors
Texas
$390K -$714K -31,940 -65%
TC
74
TAP Consulting
Missouri
$361K +$361K +16,150 New
HCA
75
Harbour Capital Advisors
Virginia
$357K – – –
1 2
3
4 5