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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.

New
Increased
Maintained
Reduced
Closed
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 %
Citigroup
126
Citigroup
New York
$40K -$43.5K -1,870 -52%
FHA
127
Flagship Harbor Advisors
Massachusetts
$39K – – –
ASN
128
Advisory Services Network
Georgia
$39K +$39K +1,650 New
NNP
129
Nachman Norwood & Parrott
South Carolina
$34K +$34K +1,440 New
OC
130
Oakworth Capital
Alabama
$30K +$30K +1,290 New
PFBT
131
Parkside Financial Bank & Trust
Missouri
$26K – – –
PCTC
132
Perkins Coie Trust Company
Washington
$26K – – –
SMG
133
Spectrum Management Group
Indiana
$22K – – –
GWM
134
Geneos Wealth Management
Colorado
$21K – – –
AF
135
Advisornet Financial
Minnesota
$20K – – –
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$18K +$18K +750 New
CWM
137
Cedar Wealth Management
California
$17K -$24.5K -1,050 -59%
CCM
138
Covington Capital Management
California
$15K – – –
FCH
139
Freestone Capital Holdings
Washington
$14.3K +$14.3K +610 New
SFS
140
Sowell Financial Services
Arkansas
$14K – – –
HWA
141
HHM Wealth Advisors
Tennessee
$12K – – –
CPW
142
Catalyst Private Wealth
California
$11K +$11K +480 New
TIM
143
Tortoise Investment Management
New York
$10K – – –
HI
144
Hoey Investments
Pennsylvania
$9K – – –
BFEC
145
Benjamin F. Edwards & Company
Missouri
$6K – – –
ARMC
146
American Research & Management Company
Massachusetts
$6K – – –
HS
147
Horan Securities
United States
$6K – – –
EW
148
Evoke Wealth
California
$5K – – –
CA
149
Clearstead Advisors
Ohio
$4K – – –
LDFR
150
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
3 4 5
6
7