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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.

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 %
MSWMA
76
Market Street Wealth Management Advisors
Indiana
$644K -$20.4K -675 -3%
Cerity Partners
77
Cerity Partners
New York
$633K -$307K -10,165 -33%
PCFFS
78
Pacific Center for Financial Services
California
$623K +$755 +25 +0.1%
Renaissance Technologies
79
Renaissance Technologies
New York
$528K +$528K +17,500 New
Wealthfront Advisers
80
Wealthfront Advisers
California
$488K -$1.06K -35 -0.2%
FAIM
81
Financial Advocates Investment Management
Washington
$486K -$83.7K -2,770 -15%
DADC
82
D.A. Davidson & Co
Montana
$475K +$2.42K +80 +0.5%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$473K +$47K +1,555 +11%
BJL
84
Brighton Jones LLC
Washington
$449K +$302 +10 +0.1%
CCA
85
Clearwater Capital Advisors
Illinois
$416K -$7.25K -240 -2%
SWAG
86
Spectrum Wealth Advisory Group
California
$415K -$514K -17,025 -55%
Northern Trust
87
Northern Trust
Illinois
$408K +$15.1K +500 +4%
WCF
88
West Coast Financial
California
$405K -$33.1K -1,095 -8%
LA
89
LexAurum Advisors
Kansas
$402K +$17.2K +570 +4%
BSWM
90
Boston Standard Wealth Management
Massachusetts
$386K +$3.93K +130 +1%
B
91
Bridgeworth
Alabama
$379K – – –
MWM
92
Mascoma Wealth Management
New Hampshire
$371K +$371K +12,275 New
HA
93
Harborview Advisors
Maine
$362K -$8.15K -270 -2%
TAM
94
Townsend Asset Management
North Carolina
$360K -$7.24K -240 -2%
BPB
95
Badgley, Phelps & Bell
Washington
$350K -$24.4K -810 -7%
Stifel Financial
96
Stifel Financial
Missouri
$346K -$11.6K -385 -3%
JPMPWA
97
J.P. Morgan Private Wealth Advisors
California
$345K +$3.17K +105 +0.9%
MW
98
MBL Wealth
North Carolina
$345K +$345K +11,430 New
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$340K -$47.9K -1,590 -12%
WFA
100
Wade Financial Advisory
California
$329K -$302 -10 -0.1%
2 3
4
5 6