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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 %
HCA
76
Harbour Capital Advisors
Virginia
$375K – – –
DADC
77
D.A. Davidson & Co
Montana
$366K +$819 +35 +0.2%
BJL
78
Brighton Jones LLC
Washington
$348K +$351 +15 +0.1%
UCFA
79
United Capital Financial Advisors
Texas
$342K -$66.7K -2,845 -16%
WCF
80
West Coast Financial
California
$340K -$3.87K -165 -1%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$330K -$32.2K -1,375 -9%
CCA
82
Clearwater Capital Advisors
Illinois
$328K -$8.78K -375 -3%
Northern Trust
83
Northern Trust
Illinois
$305K – – –
Bank of Nova Scotia
84
Bank of Nova Scotia
Ontario, Canada
$301K +$23.9K +1,020 +9%
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K – – –
LA
86
LexAurum Advisors
Kansas
$298K +$41.7K +1,785 +16%
BSWM
87
Boston Standard Wealth Management
Massachusetts
$296K +$351 +15 +0.1%
B
88
Bridgeworth
Alabama
$294K -$36.3K -1,550 -11%
BPB
89
Badgley, Phelps & Bell
Washington
$291K -$8.67K -370 -3%
HA
90
Harborview Advisors
Maine
$287K -$12.4K -530 -4%
WR
91
Watson Rebecca
$287K – – –
TAM
92
Townsend Asset Management
North Carolina
$285K +$117 +5 +0%
Stifel Financial
93
Stifel Financial
Missouri
$278K -$5.04K -215 -2%
MAM
94
Madison Asset Management
Wisconsin
$276K -$254K -10,855 -48%
Comerica Bank
95
Comerica Bank
Texas
$271K +$271K +10,585 New
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$265K -$27K -1,155 -9%
CCM
97
Carlson Capital Management
Minnesota
$263K – – –
WFA
98
Wade Financial Advisory
California
$255K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$254K +$118K +5,025 +86%
AIA
100
AIMZ Investment Advisors
California
$246K – – –
2 3
4
5 6