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

149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
24
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$10.3M
2
DFG
2
DWM Financial Group
Illinois
$7.07M
3
AIA
3
Arbor Investment Advisors
North Carolina
$14.8M
4
CGL
4
Clarius Group LLC
Washington
$5.74M
5
CAN
5
Cetera Advisor Networks
California
$11.3M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$317M
2
HT
2
Hefren-Tillotson
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Mariner
4
Mariner
Kansas
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SVA Wealth Management
Wisconsin
$225K +$225K +10,085 New
SSWM
102
Sheets Smith Wealth Management
North Carolina
$218K -$111K -4,955 -34%
SG
103
StoneX Group
New York
$217K +$217K +9,700 New
CTC
104
Central Trust Company
Missouri
$216K -$40.2K -1,795 -16%
SCA
105
Snowden Capital Advisors
New York
$216K +$216K +9,655 New
AWM
106
Argent Wealth Management
Massachusetts
$210K +$210K +8,420 New
EWA
107
Exencial Wealth Advisors
Oklahoma
$210K +$210K +9,400 New
FWP
108
FAS Wealth Partners
Kansas
$170K +$25.8K +1,155 +18%
CMBA
109
C.M. Bidwell & Associates
Hawaii
$157K +$72.1K +3,225 +85%
HFA
110
HC Financial Advisors
California
$156K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$130K +$22.7K +1,015 +21%
CWC
112
Carolinas Wealth Consulting
North Carolina
$89K +$223 +10 +0.3%
Citigroup
113
Citigroup
New York
$80K -$78.6K -3,525 -50%
VFA
114
Valeo Financial Advisors
Indiana
$75K -$33.7K -1,510 -31%
LGWM
115
Litman Gregory Wealth Management
California
$60K – – –
PCG
116
Private Capital Group
Connecticut
$56K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$47K -$156K -6,950 -77%
CWM
118
Cedar Wealth Management
California
$40K -$340K -15,120 -89%
AA
119
Ancora Advisors
Ohio
$39K – – –
FHA
120
Flagship Harbor Advisors
Massachusetts
$37K – – –
AAP
121
Arax Advisory Partners
Colorado
$34K – – –
TL
122
TrueWealth LLC
Georgia
$30K -$17.5K -775 -37%
PCTC
123
Perkins Coie Trust Company
Washington
$25K – – –
PFBT
124
Parkside Financial Bank & Trust
Missouri
$25K +$25K +1,130 New
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$22K +$22K +985 New
3 4
5
6 7