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

195 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
59
Reduced
52
Closed
15
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
+$226K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$462M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.86M
3
WA
Waverly Advisors
Alabama
$51.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.13M
5
CC
Callan Capital
California
$5.84M

Top Sellers

1
Invesco
Invesco
Georgia
$7.11M
2
CAN
Cetera Advisor Networks
California
$10.8M
3
CST
Charles Schwab Trust
Nevada
$374K
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Bessemer Group
Bessemer Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
126
One Plus One Wealth Management
Florida
$231K -$384 -10 -0.2%
LWANC
127
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K – – –
ASN
128
Advisory Services Network
Georgia
$220K +$220K +5,735 New
IFA
129
Index Fund Advisors
California
$220K +$220K +5,745 New
KeyBank National Association
130
KeyBank National Association
Ohio
$216K +$216K +5,645 New
SWA
131
Sightline Wealth Advisors
Connecticut
$214K +$387 +10 +0.2%
EWM
132
Endowment Wealth Management
Wisconsin
$207K +$207K +5,405 New
Lido Advisors
133
Lido Advisors
California
$201K +$201K +5,255 New
CMBA
134
C.M. Bidwell & Associates
Hawaii
$197K +$192 +5 +0.1%
CFFP
135
Center for Financial Planning
Michigan
$196K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$195K +$770 +20 +0.4%
CIAS
137
Capital Investment Advisory Services
North Carolina
$193K +$121K +3,145 +166%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$192K – – –
HPC
139
HM Payson & Co
Maine
$181K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$179K – – –
AA
141
Addison Advisors
Vermont
$163K – – –
CG
142
Cutler Group
California
$161K +$161K +4,200 New
HFA
143
HC Financial Advisors
California
$160K – – –
BIA
144
Bell Investment Advisors
California
$160K +$192 +5 +0.1%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$149K -$1.92K -50 -1%
UB
146
UMB Bank
Missouri
$107K +$107K +2,785 New
ARIS
147
Advanced Research Investment Solutions
California
$95K – – –
AF
148
Advisornet Financial
Minnesota
$79K +$79K +2,050 New
SSC
149
Syverson Strege & Co
Iowa
$71K -$12.1K -315 -15%
AA
150
Ancora Advisors
Ohio
$67K – – –
4 5
6
7 8