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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 %
FAIM
76
Financial Advocates Investment Management
Washington
$657K 3,602 +429 +14%
HC
77
Hoese & Co
Minnesota
$611K 3,346 – –
Cerity Partners
78
Cerity Partners
New York
$599K 3,282 +7 +0.2%
DADC
79
D.A. Davidson & Co
Montana
$579K 3,175 +55 +2%
Stifel Financial
80
Stifel Financial
Missouri
$570K 3,121 +1 +0%
EPA
81
Element Pointe Advisors
Florida
$549K 3,009 – –
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$525K 2,875 -5 -0.2%
BSWM
83
Boston Standard Wealth Management
Massachusetts
$499K 2,732 +87 +3%
SWAG
84
Spectrum Wealth Advisory Group
California
$496K 2,719 +2 +0.1%
HCA
85
Harbour Capital Advisors
Virginia
$493K 2,700 – –
SWM
86
Spire Wealth Management
Virginia
$492K 2,695 +2 +0.1%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$491K 2,691 +142 +6%
LA
88
LexAurum Advisors
Kansas
$456K 2,498 +231 +10%
MWM
89
Mascoma Wealth Management
New Hampshire
$448K 2,455 – –
EWM
90
Empirical Wealth Management
Washington
$448K 2,454 +2,454 New
TAM
91
Townsend Asset Management
North Carolina
$425K 2,330 -59 -2%
HA
92
Harborview Advisors
Maine
$418K 2,290 -19 -0.8%
CTC
93
Central Trust Company
Missouri
$412K 2,257 +417 +23%
WFA
94
Wade Financial Advisory
California
$397K 2,177 – –
TC
95
Trilogy Capital
California
$395K 2,164 -111 -5%
AIA
96
AIMZ Investment Advisors
California
$383K 2,100 – –
B
97
Bridgeworth
Alabama
$376K 2,062 -161 -7%
PAS
98
Park Avenue Securities
New York
$360K 1,974 -23 -1%
FHB
99
First Hawaiian Bank
Hawaii
$360K 1,971 – –
SCA
100
Snowden Capital Advisors
New York
$349K 1,914 – –
2 3
4
5 6