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

187 hedge funds and large institutions have $1.1B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
42
Reduced
65
Closed
13
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$252K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$25.3M
2
LPL Financial
LPL Financial
California
$22.5M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.28M
4
Wells Fargo
Wells Fargo
California
$19M
5
UBS Group
UBS Group
Switzerland
$13M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$393M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
3
Mariner
Mariner
Kansas
$18.5M
4
RJA
Raymond James & Associates
Florida
$41.7M
5
Invesco
Invesco
Georgia
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
126
True North Advisors
Texas
$212K +$212K +6,015 New
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K – – –
HC
128
Hatton Consulting
Arizona
$201K +$201K +5,710 New
CFFP
129
Center for Financial Planning
Michigan
$184K +$184K +5,230 New
CMBA
130
C.M. Bidwell & Associates
Hawaii
$181K +$176 +5 +0.1%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$177K +$177K +5,015 New
HPC
132
HM Payson & Co
Maine
$167K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$163K +$48.3K +1,370 +42%
CWC
134
Carolinas Wealth Consulting
North Carolina
$142K +$177 +5 +0.1%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$141K +$95.9K +2,710 +213%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$139K -$32K -905 -19%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$136K -$33.9K -960 -20%
BAM
138
Belpointe Asset Management
Nevada
$132K -$26.2K -745 -17%
HNB
139
Huntington National Bank
Ohio
$123K – – –
LGWM
140
Litman Gregory Wealth Management
California
$95K – – –
PCG
141
Private Capital Group
Connecticut
$88K – – –
ARIS
142
Advanced Research Investment Solutions
California
$88K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$73K -$9.52K -270 -12%
AA
144
Ancora Advisors
Ohio
$62K – – –
Citigroup
145
Citigroup
New York
$58K -$1.95K -55 -3%
SCA
146
Stonebridge Capital Advisors
Minnesota
$53K +$53K +1,495 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$50K -$1.22M -34,650 -96%
SBL
148
Sargent Bickham Lagudis
Colorado
$45K – – –
PFBT
149
Parkside Financial Bank & Trust
Missouri
$40K – – –
BA
150
Bellwether Advisors
Nebraska
$40K +$3.88K +110 +11%
4 5
6
7 8