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

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$313M
2
CFA
2
Carroll Financial Associates
North Carolina
$5.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
AIA
4
Arbor Investment Advisors
North Carolina
$7.53M
5
WA
5
Waverly Advisors
Alabama
$23.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.9M
2
Mariner
2
Mariner
Kansas
$24.8M
3
WA
3
Waddell & Associates
Tennessee
$10.4M
4
CCP
4
Cardan Capital Partners
Colorado
$2.95M
5
RJA
5
Raymond James & Associates
Florida
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$379K +$379K +21,185 New
CGL
77
Clarius Group LLC
Washington
$364K – – –
FAIM
78
Financial Advocates Investment Management
Washington
$337K +$4.02K +225 +1%
BSW
79
Buckingham Strategic Wealth
Missouri
$333K -$191K -10,675 -36%
Goldman Sachs
80
Goldman Sachs
New York
$321K -$348K -19,460 -52%
DADC
81
D.A. Davidson & Co
Montana
$304K -$12.2K -680 -4%
CWM
82
Cedar Wealth Management
California
$302K +$267K +14,920 +754%
WCF
83
West Coast Financial
California
$298K -$62.1K -3,470 -17%
Jane Street
84
Jane Street
New York
$289K +$289K +16,160 New
HCA
85
Harbour Capital Advisors
Virginia
$286K – – –
HB
86
Homrich & Berg
Georgia
$281K – – –
SWAG
87
Spectrum Wealth Advisory Group
California
$280K +$280K +15,635 New
Stifel Financial
88
Stifel Financial
Missouri
$267K +$1.25K +70 +0.5%
BJL
89
Brighton Jones LLC
Washington
$265K -$1.79K -100 -0.7%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$263K +$1.97K +110 +0.8%
BPB
91
Badgley, Phelps & Bell
Washington
$262K -$93.2K -5,210 -26%
HA
92
Harborview Advisors
Maine
$252K -$7.8K -435 -3%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K -$85.1K -4,750 -26%
Northern Trust
94
Northern Trust
Illinois
$240K – – –
LA
95
LVW Advisors
New York
$239K -$1.17M -65,110 -83%
UB
96
UMB Bank
Missouri
$235K – – –
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$232K -$6.7K -375 -3%
PAS
98
Park Avenue Securities
New York
$228K +$39.2K +2,190 +21%
Truist Financial
99
Truist Financial
North Carolina
$224K +$224K +12,495 New
WR
100
Watson Rebecca
$223K – – –
2 3
4
5 6