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

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$313M
2
CFA
2
Carroll Financial Associates
North Carolina
$5.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
AIA
4
Arbor Investment Advisors
North Carolina
$7.53M
5
WA
5
Waverly Advisors
Alabama
$23.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.9M
2
Mariner
2
Mariner
Kansas
$24.8M
3
WA
3
Waddell & Associates
Tennessee
$10.4M
4
CCP
4
Cardan Capital Partners
Colorado
$2.95M
5
RJA
5
Raymond James & Associates
Florida
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
101
Townsend Asset Management
North Carolina
$219K +$268 +15 +0.1%
FHB
102
First Hawaiian Bank
Hawaii
$216K – – –
CCM
103
Carlson Capital Management
Minnesota
$214K – – –
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$212K -$12.9K -720 -6%
BSWM
105
Boston Standard Wealth Management
Massachusetts
$212K +$420 +25 +0.2%
CTC
106
Central Trust Company
Missouri
$205K -$132K -7,375 -39%
TC
107
Trilogy Capital
California
$205K -$45.3K -2,285 -18%
WFA
108
Wade Financial Advisory
California
$205K -$36.2K -2,020 -15%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$162K -$33.2K -1,855 -17%
Citigroup
110
Citigroup
New York
$127K +$89 +5 +0.1%
HFA
111
HC Financial Advisors
California
$125K +$125K +6,975 New
FWP
112
FAS Wealth Partners
Kansas
$115K +$115K +6,445 New
VFA
113
Valeo Financial Advisors
Indiana
$93K -$80.6K -4,220 -46%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$86K – – –
CWC
115
Carolinas Wealth Consulting
North Carolina
$71K +$71K +3,985 New
CMBA
116
C.M. Bidwell & Associates
Hawaii
$68K – – –
FPFS
117
First Personal Financial Services
North Carolina
$67K +$67K +3,725 New
LGWM
118
Litman Gregory Wealth Management
California
$48K -$22.4K -1,255 -32%
PCG
119
Private Capital Group
Connecticut
$45K – – –
TL
120
TrueWealth LLC
Georgia
$38K +$38K +2,100 New
AA
121
Ancora Advisors
Ohio
$31K – – –
ASN
122
Advisory Services Network
Georgia
$30K -$1.24K -70 -4%
FHA
123
Flagship Harbor Advisors
Massachusetts
$30K – – –
AAP
124
Arax Advisory Partners
Colorado
$27K +$27K +1,535 New
AIC
125
Ameritas Investment Company
Nebraska
$25K +$25K +1,375 New
3 4
5
6 7