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

153 hedge funds and large institutions have $850M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
LPL Financial
3
LPL Financial
California
$11M
4
AAS
4
Avantax Advisory Services
Texas
$4.05M
5
FTUS
5
Flow Traders U.S.
New York
$414K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$325M
2
Invesco
2
Invesco
Georgia
$73.5M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
CGL
4
Clarius Group LLC
Washington
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$246K +$246K +10,500 New
PAS
102
Park Avenue Securities
New York
$243K +$2.58K +110 +1%
SWM
103
SVA Wealth Management
Wisconsin
$236K – – –
SSWM
104
Sheets Smith Wealth Management
North Carolina
$232K +$3.17K +135 +1%
FHB
105
First Hawaiian Bank
Hawaii
$231K -$52.4K -2,235 -18%
SCA
106
Snowden Capital Advisors
New York
$224K -$1.87K -80 -0.8%
PCA
107
Personal Capital Advisors
California
$224K +$224K +9,585 New
EWA
108
Exencial Wealth Advisors
Oklahoma
$220K – – –
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$215K +$215K +9,185 New
NA
110
Nottingham Advisors
New York
$205K +$205K +8,750 New
CTC
111
Central Trust Company
Missouri
$203K -$23.5K -1,000 -10%
PA
112
Parallel Advisors
California
$202K +$202K +8,645 New
CMBA
113
C.M. Bidwell & Associates
Hawaii
$180K +$15.5K +660 +9%
FWP
114
FAS Wealth Partners
Kansas
$178K – – –
HFA
115
HC Financial Advisors
California
$163K – – –
William Blair & Company
116
William Blair & Company
Illinois
$144K +$131K +5,580 +979%
CWC
117
Carolinas Wealth Consulting
North Carolina
$94K +$118 +5 +0.1%
PFS
118
Prospera Financial Services
Texas
$85K +$85K +3,640 New
VFA
119
Valeo Financial Advisors
Indiana
$82K +$3.05K +130 +4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$72K +$22.9K +980 +47%
LGWM
121
Litman Gregory Wealth Management
California
$63K – – –
PCG
122
Private Capital Group
Connecticut
$59K – – –
ARIS
123
Advanced Research Investment Solutions
California
$59K +$59K +2,500 New
CIAS
124
Capital Investment Advisory Services
North Carolina
$43K +$36.7K +1,565 +580%
AA
125
Ancora Advisors
Ohio
$41K – – –
3 4
5
6 7