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

174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
38
Reduced
65
Closed
11
Calls
$24K
Puts
$223K
Net Calls
-$199K
Net Calls Change
-$199K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.1M
2
LPL Financial
2
LPL Financial
California
$15.7M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M
4
KAS
4
Kestra Advisory Services
Texas
$1.11M
5
WA
5
Waverly Advisors
Alabama
$46.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$390M
2
Mariner
2
Mariner
Kansas
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$8.18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Carlson Capital Management
Minnesota
$318K -$40.5K -1,270 -11%
AIA
102
AIMZ Investment Advisors
California
$317K – – –
PAS
103
Park Avenue Securities
New York
$309K -$3.32K -110 -1%
FHB
104
First Hawaiian Bank
Hawaii
$298K – – –
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$297K +$19.9K +660 +7%
SSWM
106
Sheets Smith Wealth Management
North Carolina
$292K -$6.49K -215 -2%
SCA
107
Snowden Capital Advisors
New York
$290K +$906 +30 +0.3%
Comerica Bank
108
Comerica Bank
Texas
$287K -$62.4K -1,890 -18%
SWM
109
SVA Wealth Management
Wisconsin
$284K -$20.5K -680 -7%
EWA
110
Exencial Wealth Advisors
Oklahoma
$284K – – –
NA
111
Nottingham Advisors
New York
$264K – – –
CTC
112
Central Trust Company
Missouri
$261K – – –
FTUS
113
Flow Traders U.S.
New York
$255K -$280K -9,260 -52%
PCA
114
Personal Capital Advisors
California
$255K -$34.8K -1,150 -12%
CS
115
Credit Suisse
Switzerland
$244K +$244K +8,070 New
AC
116
Abbrea Capital
California
$232K +$232K +7,670 New
BDF
117
Balasa Dinverno & Foltz
$224K +$224K +7,405 New
SFM
118
Signet Financial Management
New Jersey
$218K +$218K +7,215 New
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$206K +$206K +6,825 New
SP
120
SWS Partners
Ohio
$204K +$204K +6,765 New
FWP
121
FAS Wealth Partners
Kansas
$200K -$30K -990 -13%
William Blair & Company
122
William Blair & Company
Illinois
$186K – – –
AA
123
Addison Advisors
Vermont
$185K +$185K +6,125 New
HFA
124
HC Financial Advisors
California
$179K -$31.7K -1,050 -15%
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K -$212K -7,000 -55%
3 4
5
6 7