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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.

New
Increased
Maintained
Reduced
Closed
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 %
SMG
126
Spectrum Management Group
Indiana
$21K – – –
AF
127
Advisornet Financial
Minnesota
$19K – – –
GWM
128
Geneos Wealth Management
Colorado
$19K – – –
RDWM
129
Red Door Wealth Management
Tennessee
$17K +$17K +800 New
CCM
130
Covington Capital Management
California
$15K – – –
SFS
131
Sowell Financial Services
Arkansas
$14K – – –
William Blair & Company
132
William Blair & Company
Illinois
$13K – – –
HWA
133
HHM Wealth Advisors
Tennessee
$12K – – –
CAC
134
Certified Advisory Corp
Florida
$11K – – –
TIM
135
Tortoise Investment Management
New York
$9K – – –
HI
136
Hoey Investments
Pennsylvania
$8K +$8K +375 New
BFEC
137
Benjamin F. Edwards & Company
Missouri
$6K – – –
ARMC
138
American Research & Management Company
Massachusetts
$6K – – –
CIAS
139
Capital Investment Advisory Services
North Carolina
$6K – – –
HS
140
Horan Securities
United States
$6K – – –
EW
141
Evoke Wealth
California
$5K – – –
SF
142
Synovus Financial
Georgia
$4K – – –
LDFR
143
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
MWA
144
MFA Wealth Advisors
Pennsylvania
$3.8K +$3.8K +170 New
CA
145
Clearstead Advisors
Ohio
$3K +$3K +150 New
ME
146
McIlrath & Eck
Washington
$2K – – –
BlackRock
147
BlackRock
New York
$1K -$917 -55 -48%
SL
148
Savior LLC
Massachusetts
$1K – – –
WT
149
Whittier Trust
California
$1K – – –
HT
150
Hefren-Tillotson
Pennsylvania
– -$51.8M -2,879,395 Closed
3 4 5
6
7