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

195 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
59
Reduced
52
Closed
15
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
+$226K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$462M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.86M
3
WA
3
Waverly Advisors
Alabama
$51.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.13M
5
CC
5
Callan Capital
California
$5.84M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.11M
2
CAN
2
Cetera Advisor Networks
California
$10.8M
3
CST
3
Charles Schwab Trust
Nevada
$374K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
76
Cerity Partners
New York
$629K – – –
VWA
77
V Wealth Advisors
Kansas
$603K +$603K +15,725 New
DADC
78
D.A. Davidson & Co
Montana
$601K -$7.28K -190 -1%
EPA
79
Element Pointe Advisors
Florida
$577K – – –
Stifel Financial
80
Stifel Financial
Missouri
$562K -$36.4K -950 -6%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$562K +$10.7K +280 +2%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$561K +$45.1K +1,175 +9%
EWM
83
Empirical Wealth Management
Washington
$542K +$71.5K +1,865 +15%
LA
84
LexAurum Advisors
Kansas
$534K +$54.7K +1,425 +11%
BSWM
85
Boston Standard Wealth Management
Massachusetts
$530K +$5.95K +155 +1%
HCA
86
Harbour Capital Advisors
Virginia
$518K – – –
SWM
87
Spire Wealth Management
Virginia
$503K -$13.6K -355 -3%
TRCT
88
Tower Research Capital (TRC)
New York
$479K +$479K +12,490 New
MWM
89
Mascoma Wealth Management
New Hampshire
$471K – – –
TAM
90
Townsend Asset Management
North Carolina
$447K +$383 +10 +0.1%
SEA
91
Stegent Equity Advisors
Texas
$421K +$421K +10,970 New
TC
92
Trilogy Capital
California
$415K – – –
B
93
Bridgeworth
Alabama
$414K +$19.1K +500 +5%
CTC
94
Central Trust Company
Missouri
$413K -$20.2K -525 -5%
AIA
95
AIMZ Investment Advisors
California
$403K – – –
PPA
96
Parametric Portfolio Associates
Washington
$390K +$28.4K +740 +8%
FHB
97
First Hawaiian Bank
Hawaii
$378K – – –
PAS
98
Park Avenue Securities
New York
$376K -$2.88K -75 -0.8%
EWA
99
Exencial Wealth Advisors
Oklahoma
$375K +$375K +9,790 New
CST
100
Charles Schwab Trust
Nevada
$374K -$6.43M -167,700 -95%
2 3
4
5 6