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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
Citadel Advisors
1
Citadel Advisors
Florida
$3.06M
2
Wells Fargo
2
Wells Fargo
California
$22.3M
3
FTUS
3
Flow Traders U.S.
New York
$1.7M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.85M
5
WA
5
Waverly Advisors
Alabama
$48.3M

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 %
SFM
126
Signet Financial Management
New Jersey
$212K 5,665 +5,665 New
SWA
127
Sightline Wealth Advisors
Connecticut
$206K 5,515 +5,515 New
CMBA
128
C.M. Bidwell & Associates
Hawaii
$192K 5,130 – –
CFFP
129
Center for Financial Planning
Michigan
$191K 5,110 -120 -2%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$187K 5,015 – –
ASN
131
Advisory Services Network
Georgia
$187K 5,005 +5,005 New
HPC
132
HM Payson & Co
Maine
$177K 4,725 – –
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$161K 4,315 +465 +12%
HFA
134
HC Financial Advisors
California
$156K 4,175 -2,025 -33%
CWC
135
Carolinas Wealth Consulting
North Carolina
$150K 4,020 +5 +0.1%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$149K 3,985 – –
GLLW
137
Graves Light Lenhart Wealth
Virginia
$147K 3,935 – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
$128K 3,430 -1,190 -26%
ECM
139
ExodusPoint Capital Management
New York
$110K 2,940 +2,940 New
SCA
140
Stonebridge Capital Advisors
Minnesota
$109K 2,980 +1,485 +99%
SSC
141
Syverson Strege & Co
Iowa
$102K 2,720 -31,965 -92%
PCG
142
Private Capital Group
Connecticut
$94K 2,500 – –
ARIS
143
Advanced Research Investment Solutions
California
$93K 2,500 – –
CIAS
144
Capital Investment Advisory Services
North Carolina
$71K 1,890 -180 -9%
AA
145
Ancora Advisors
Ohio
$65K 1,750 – –
Citigroup
146
Citigroup
New York
$63K 1,680 +45 +3%
VCM
147
Vigilant Capital Management
Maine
$63K 1,675 +1,675 New
HNB
148
Huntington National Bank
Ohio
– – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$53K 1,395 +1,395 New
TCWA
150
Ten Capital Wealth Advisors
Washington
$51K 1,355 +1,355 New
4 5
6
7 8