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

174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
38
Reduced
65
Closed
11
Calls
$24K
Puts
$223K
Net Calls
-$199K
Net Calls Change
-$199K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
LPL Financial
2
LPL Financial
California
$15.7M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M
4
KAS
4
Kestra Advisory Services
Texas
$1.11M
5
WA
5
Waverly Advisors
Alabama
$46.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$390M
2
Mariner
2
Mariner
Kansas
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$8.18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
51
Sterling Financial Planning
New Jersey
$1.22M +$1.22M +40,500 New
EWM
52
Evercore Wealth Management
New York
$1.19M -$83.7K -2,775 -7%
SSC
53
Syverson Strege & Co
Iowa
$1.12M +$1.12M +37,175 New
KAS
54
Kestra Advisory Services
Texas
$1.11M +$1.09M +36,315 +6,852%
TRCT
55
Tower Research Capital (TRC)
New York
$1.1M -$3.15M -104,335 -74%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.09M – – –
Goldman Sachs
57
Goldman Sachs
New York
$1.08M +$65.3K +2,165 +6%
TC
58
TAP Consulting
Missouri
$1.04M +$67.9K +2,250 +7%
Creative Planning
59
Creative Planning
Kansas
$1.01M +$48.9K +1,620 +5%
RJT
60
Raymond James Trust
Florida
$874K -$14.2K -470 -2%
RCA
61
Resonant Capital Advisors
Wisconsin
$857K – – –
TWM
62
Tradition Wealth Management
Minnesota
$843K +$843K +27,935 New
N
63
Natixis
France
$796K -$4.37K -145 -0.5%
Jane Street
64
Jane Street
New York
$792K +$792K +26,235 New
OPW
65
Oxler Private Wealth
New York
$766K +$766K +25,395 New
AC
66
AlphaCore Capital
California
$744K -$19.5K -645 -3%
PA
67
Parallel Advisors
California
$742K +$481K +15,925 +184%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$738K -$87.9K -2,720 -11%
IFWM
69
Institute for Wealth Management
Colorado
$726K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$724K +$9.06K +300 +1%
SC
71
Scotia Capital
Ontario, Canada
$722K +$2.57K +85 +0.4%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$703K +$10.5K +350 +2%
EPA
73
Element Pointe Advisors
Florida
$698K – – –
GT
74
Glenmede Trust
Pennsylvania
$652K +$50.6K +1,675 +8%
TC
75
Trilogy Capital
California
$651K -$14.2K -470 -2%
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