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

190 hedge funds and large institutions have $1.13B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
45
Reduced
61
Closed
16
Calls
$60K
Puts
–
Net Calls
+$60K
Net Calls Change
+$7K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.06M
2
Wells Fargo
2
Wells Fargo
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.85M
5
WA
5
Waverly Advisors
Alabama
$48.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$399M
2
RJA
2
Raymond James & Associates
Florida
$40.5M
3
LPL Financial
3
LPL Financial
California
$21.5M
4
Invesco
4
Invesco
Georgia
$108M
5
Mariner
5
Mariner
Kansas
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$1.68M 9,001 -8 -0.1%
EWM
52
Evercore Wealth Management
New York
$1.47M 7,853 – –
Creative Planning
53
Creative Planning
Kansas
$1.45M 7,774 +873 +13%
SWM
54
Shakespeare Wealth Management
Wisconsin
$1.35M 7,296 -366 -5%
KAS
55
Kestra Advisory Services
Texas
$1.32M 7,043 +294 +4%
SFP
56
Sterling Financial Planning
New Jersey
$1.19M 6,346 -842 -12%
AC
57
AlphaCore Capital
California
$1.16M 6,179 -95 -2%
N
58
Natixis
France
$1.15M 6,148 -97 -2%
RJT
59
Raymond James Trust
Florida
$1.08M 5,786 – –
SC
60
Scotia Capital
Ontario, Canada
$1.03M 5,485 +415 +8%
TRCT
61
Tower Research Capital (TRC)
New York
$1.01M 5,389 +5,389 New
RCA
62
Resonant Capital Advisors
Wisconsin
$1.01M 5,380 – –
TWM
63
Tradition Wealth Management
Minnesota
$975K 5,219 -93 -2%
NEPWA
64
New England Private Wealth Advisors
Massachusetts
$973K 5,205 +538 +12%
SPIA
65
Steward Partners Investment Advisory
New York
$923K 4,939 -195 -4%
OPW
66
Oxler Private Wealth
New York
$923K 4,941 -138 -3%
IFWM
67
Institute for Wealth Management
Colorado
$885K 4,737 -74 -2%
PA
68
Parallel Advisors
California
$856K 4,581 – –
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$852K 4,557 – –
GT
70
Glenmede Trust
Pennsylvania
$835K 4,472 – –
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$824K 4,586 +9 +0.2%
PCFFS
72
Pacific Center for Financial Services
California
$772K 4,132 +4 +0.1%
BJL
73
Brighton Jones LLC
Washington
$764K 4,089 +1,114 +37%
MSWMA
74
Market Street Wealth Management Advisors
Indiana
$761K 4,073 – –
VWA
75
V Wealth Advisors
Kansas
$662K 3,542 -5 -0.1%
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3
4 5