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

190 hedge funds and large institutions have $1.13B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
45
Reduced
61
Closed
16
Calls
$60K
Puts
–
Net Calls
+$60K
Net Calls Change
+$7K

Top Buyers

1
PWMG
1
Pinnacle Wealth Management Group
Michigan
$4.26M
2
AFG
2
Albion Financial Group
Utah
$4.19M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$22.3M
5
FTUS
5
Flow Traders U.S.
New York
$1.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$399M
2
RJA
2
Raymond James & Associates
Florida
$40.5M
3
LPL Financial
3
LPL Financial
California
$21.5M
4
Invesco
4
Invesco
Georgia
$108M
5
Mariner
5
Mariner
Kansas
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TNA
101
True North Advisors
Texas
$346K 1,852 +649 +54%
CTC
102
Central Trust Company
Missouri
$344K 1,840 +109 +6%
BPB
103
Badgley, Phelps & Bell
Washington
$343K 1,833 -130 -7%
SSWM
104
Sheets Smith Wealth Management
North Carolina
$343K 1,834 -106 -5%
Goldman Sachs
105
Goldman Sachs
New York
$336K 1,797 -1,246 -41%
NA
106
Nottingham Advisors
New York
$327K 1,750 – –
CCM
107
Carlson Capital Management
Minnesota
$327K 1,749 – –
WCF
108
West Coast Financial
California
$317K 1,696 – –
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$311K 1,665 +300 +22%
PCA
110
Personal Capital Advisors
California
$306K 1,639 -26 -2%
Northern Trust
111
Northern Trust
Illinois
$295K 1,579 +247 +19%
AC
112
Abbrea Capital
California
$287K 1,534 – –
CTA
113
Colonial Trust Advisors
South Carolina
$286K 1,530 – –
BDF
114
Balasa Dinverno & Foltz
$277K 1,481 – –
G
115
GenTrust
Florida
$276K 1,476 +1 +0.1%
HC
116
Hatton Consulting
Arizona
$268K 1,435 +293 +26%
OPOWM
117
One Plus One Wealth Management
Florida
$267K 1,427 +6 +0.4%
William Blair & Company
118
William Blair & Company
Illinois
$263K 1,405 – –
AA
119
Addison Advisors
Vermont
$261K 1,395 +1,395 New
Comerica Bank
120
Comerica Bank
Texas
$242K 1,365 -137 -9%
SWP
121
Stratos Wealth Partners
Ohio
$242K 1,293 – –
FWP
122
FAS Wealth Partners
Kansas
$239K 1,278 – –
CCA
123
Clearwater Capital Advisors
Illinois
$233K 1,245 -13 -1%
VFA
124
Valeo Financial Advisors
Indiana
$231K 1,237 – –
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$216K 1,157 – –
3 4
5
6 7