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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 %
CFFP
126
Center for Financial Planning
Michigan
$187K 5,110 – –
CMBA
127
C.M. Bidwell & Associates
Hawaii
$187K 5,130 – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$185K 5,045 +730 +17%
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$183K 5,015 – –
HPC
130
HM Payson & Co
Maine
$172K 4,725 – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$171K 4,675 +690 +17%
AA
132
Addison Advisors
Vermont
$155K 4,240 -2,735 -39%
HFA
133
HC Financial Advisors
California
$152K 4,175 – –
BIA
134
Bell Investment Advisors
California
$152K 4,155 +4,155 New
CWC
135
Carolinas Wealth Consulting
North Carolina
$147K 4,025 +5 +0.1%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$144K 3,935 – –
ARIS
137
Advanced Research Investment Solutions
California
$91.2K 2,500 – –
PCG
138
Private Capital Group
Connecticut
$91K 2,500 – –
SSC
139
Syverson Strege & Co
Iowa
$79K 2,160 -560 -21%
CIAS
140
Capital Investment Advisory Services
North Carolina
$69K 1,890 – –
AA
141
Ancora Advisors
Ohio
$64K 1,750 – –
VCM
142
Vigilant Capital Management
Maine
$61K 1,675 – –
HNB
143
Huntington National Bank
Ohio
– – – –
RFA
144
Reilly Financial Advisors
California
$55K 1,520 +1,145 +305%
JCM
145
Jacobi Capital Management
Pennsylvania
$51K 1,400 +1,400 New
TCWA
146
Ten Capital Wealth Advisors
Washington
$49K 1,355 – –
SBL
147
Sargent Bickham Lagudis
Colorado
$47K 1,280 – –
SCA
148
Stonebridge Capital Advisors
Minnesota
$45K 1,235 -1,745 -59%
BA
149
Bellwether Advisors
Nebraska
$41K 1,125 -90 -7%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$41K 1,130 – –
4 5
6
7 8