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

153 hedge funds and large institutions have $850M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
LPL Financial
3
LPL Financial
California
$11M
4
AAS
4
Avantax Advisory Services
Texas
$4.05M
5
FTUS
5
Flow Traders U.S.
New York
$414K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$325M
2
Invesco
2
Invesco
Georgia
$73.5M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
CGL
4
Clarius Group LLC
Washington
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
WealthBridge Capital Management
Ohio
$910K -$28.1K -1,200 -3%
KAS
52
Kestra Advisory Services
Texas
$855K +$855K +530 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$844K -$763K -32,600 -47%
Goldman Sachs
54
Goldman Sachs
New York
$789K +$325K +13,895 +70%
TC
55
TAP Consulting
Missouri
$754K +$376K +16,030 +99%
Creative Planning
56
Creative Planning
Kansas
$743K +$73.5K +3,140 +11%
Cerity Partners
57
Cerity Partners
New York
$729K -$176K -7,500 -19%
SWAG
58
Spectrum Wealth Advisory Group
California
$720K +$360K +15,405 +100%
RJT
59
Raymond James Trust
Florida
$689K -$25.1K -1,070 -4%
RCA
60
Resonant Capital Advisors
Wisconsin
$665K -$309K -13,210 -32%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$653K +$1.92K +75 +0.3%
N
62
Natixis
France
$622K +$5.74K +245 +0.9%
AC
63
AlphaCore Capital
California
$593K -$2.81K -120 -0.5%
IFWM
64
Institute for Wealth Management
Colorado
$563K – – –
SC
65
Scotia Capital
Ontario, Canada
$558K +$117 +5 +0%
SPIA
66
Steward Partners Investment Advisory
New York
$555K -$728K -31,080 -57%
EPA
67
Element Pointe Advisors
Florida
$541K – – –
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$538K -$77.6K -3,315 -13%
MSWMA
69
Market Street Wealth Management Advisors
Indiana
$516K -$1.99K -85 -0.4%
TC
70
Trilogy Capital
California
$516K +$274K +11,690 +113%
PCFFS
71
Pacific Center for Financial Services
California
$482K +$585 +25 +0.1%
GT
72
Glenmede Trust
Pennsylvania
$466K – – –
FAIM
73
Financial Advocates Investment Management
Washington
$442K – – –
FTUS
74
Flow Traders U.S.
New York
$414K +$414K +17,695 New
Wealthfront Advisers
75
Wealthfront Advisers
California
$379K +$379K +16,200 New
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