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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 %
HC
76
Hoese & Co
Minnesota
$626K 3,346 – –
Cerity Partners
77
Cerity Partners
New York
$612K 3,275 – –
FAIM
78
Financial Advocates Investment Management
Washington
$593K 3,173 -45 -1%
DADC
79
D.A. Davidson & Co
Montana
$583K 3,120 -12 -0.4%
Stifel Financial
80
Stifel Financial
Missouri
$583K 3,120 +1 +0%
EPA
81
Element Pointe Advisors
Florida
$546K 3,009 -1,618 -35%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$538K 2,880 -78 -3%
SWAG
83
Spectrum Wealth Advisory Group
California
$508K 2,717 +2 +0.1%
HCA
84
Harbour Capital Advisors
Virginia
$505K 2,700 -250 -8%
SWM
85
Spire Wealth Management
Virginia
$503K 2,693 -24 -0.9%
BSWM
86
Boston Standard Wealth Management
Massachusetts
$494K 2,645 +63 +2%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$476K 2,549 +264 +12%
MWM
88
Mascoma Wealth Management
New Hampshire
$459K 2,455 – –
TAM
89
Townsend Asset Management
North Carolina
$447K 2,389 +1 +0%
HA
90
Harborview Advisors
Maine
$431K 2,309 -19 -0.8%
LA
91
LexAurum Advisors
Kansas
$424K 2,267 -169 -7%
TC
92
Trilogy Capital
California
$422K 2,275 -1,743 -43%
B
93
Bridgeworth
Alabama
$415K 2,223 +476 +27%
WFA
94
Wade Financial Advisory
California
$407K 2,177 – –
AIA
95
AIMZ Investment Advisors
California
$392K 2,100 – –
PPA
96
Parametric Portfolio Associates
Washington
$380K 2,032 +648 +47%
PAS
97
Park Avenue Securities
New York
$373K 1,997 – –
FHB
98
First Hawaiian Bank
Hawaii
$368K 1,971 – –
EWA
99
Exencial Wealth Advisors
Oklahoma
$366K 1,958 +78 +4%
SCA
100
Snowden Capital Advisors
New York
$358K 1,914 – –
2 3
4
5 6