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

185 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
185
Holders Change
-5
Holders Change %
-2.63%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
54
Reduced
53
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$56K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$425M
2
GW
2
GW & Wade
Massachusetts
$3.85M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.24M
4
WA
4
Waverly Advisors
Alabama
$55M
5
RJA
5
Raymond James & Associates
Florida
$41.1M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20M
3
Invesco
3
Invesco
Georgia
$103M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$344K 1,886 -146 -7%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$337K 1,849 +15 +0.8%
Goldman Sachs
103
Goldman Sachs
New York
$328K 1,797 – –
CCM
104
Carlson Capital Management
Minnesota
$319K 1,746 -3 -0.2%
NA
105
Nottingham Advisors
New York
$319K 1,750 – –
TNA
106
True North Advisors
Texas
$311K 1,706 -146 -8%
WCF
107
West Coast Financial
California
$286K 1,566 -130 -8%
PCA
108
Personal Capital Advisors
California
$286K 1,565 -74 -5%
BPWM
109
Badgley Phelps Wealth Managers
Washington
$284K 1,558 +1,558 New
AC
110
Abbrea Capital
California
$280K 1,534 – –
CTA
111
Colonial Trust Advisors
South Carolina
$279K 1,530 – –
BDF
112
Balasa Dinverno & Foltz
$270K 1,481 – –
HC
113
Hatton Consulting
Arizona
$262K 1,435 – –
William Blair & Company
114
William Blair & Company
Illinois
$256K 1,405 – –
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$249K 1,365 -300 -18%
G
116
GenTrust
Florida
$245K 1,345 -131 -9%
Northern Trust
117
Northern Trust
Illinois
$243K 1,332 -247 -16%
SWP
118
Stratos Wealth Partners
Ohio
$236K 1,293 – –
FWP
119
FAS Wealth Partners
Kansas
$233K 1,278 – –
VFA
120
Valeo Financial Advisors
Indiana
$226K 1,238 +1 +0.1%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$226K 1,241 +555 +81%
OPOWM
122
One Plus One Wealth Management
Florida
$220K 1,205 -222 -16%
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$211K 1,157 – –
SFM
124
Signet Financial Management
New Jersey
$207K 1,133 – –
SWA
125
Sightline Wealth Advisors
Connecticut
$202K 1,104 +1 +0.1%
3 4
5
6 7