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

185 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
54
Reduced
53
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$56K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$425M
2
GW
2
GW & Wade
Massachusetts
$3.85M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.24M
4
WA
4
Waverly Advisors
Alabama
$55M
5
RJA
5
Raymond James & Associates
Florida
$41.1M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20M
3
Invesco
3
Invesco
Georgia
$103M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
RCA
51
Resonant Capital Advisors
Wisconsin
$1.45M 7,964 +2,584 +48%
EWM
52
Evercore Wealth Management
New York
$1.43M 7,853 – –
Creative Planning
53
Creative Planning
Kansas
$1.43M 7,820 +46 +0.6%
SWM
54
Shakespeare Wealth Management
Wisconsin
$1.33M 7,137 -159 -2%
FTUS
55
Flow Traders U.S.
New York
$1.31M 7,197 -1,906 -21%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.31M 7,156 -8,080 -53%
KAS
57
Kestra Advisory Services
Texas
$1.29M 7,081 +38 +0.5%
SFP
58
Sterling Financial Planning
New Jersey
$1.14M 6,254 -92 -1%
AC
59
AlphaCore Capital
California
$1.11M 6,107 -72 -1%
N
60
Natixis
France
$1.11M 6,074 -74 -1%
Citadel Advisors
61
Citadel Advisors
Florida
$1.07M 5,883 -10,484 -64%
RJT
62
Raymond James Trust
Florida
$1.06M 5,786 – –
Bessemer Group
63
Bessemer Group
New Jersey
$1.05M 5,742 +5,742 New
SC
64
Scotia Capital
Ontario, Canada
$1.03M 5,645 +160 +3%
TWM
65
Tradition Wealth Management
Minnesota
$960K 5,261 +42 +0.8%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$951K 5,208 +3 +0.1%
SPIA
67
Steward Partners Investment Advisory
New York
$917K 5,026 +87 +2%
OPW
68
Oxler Private Wealth
New York
$881K 4,833 -108 -2%
IFWM
69
Institute for Wealth Management
Colorado
$864K 4,737 – –
PA
70
Parallel Advisors
California
$856K 4,688 +107 +2%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$854K 4,679 +122 +3%
GT
72
Glenmede Trust
Pennsylvania
$775K 4,253 -219 -5%
PCFFS
73
Pacific Center for Financial Services
California
$755K 4,135 +3 +0.1%
BJL
74
Brighton Jones LLC
Washington
$747K 4,094 +5 +0.1%
MSWMA
75
Market Street Wealth Management Advisors
Indiana
$743K 4,073 – –
1 2
3
4 5