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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 %
PCTC
151
Perkins Coie Trust Company
Washington
$39K – – –
GWM
152
Geneos Wealth Management
Colorado
$33K – – –
AF
153
Advisornet Financial
Minnesota
$31K – – –
APWA
154
Atlas Private Wealth Advisors
New Jersey
$28K – – –
AWA
155
Arkadios Wealth Advisors
Georgia
$28K +$171 +5 +0.6%
CWM
156
Cedar Wealth Management
California
$26K – – –
CCM
157
Covington Capital Management
California
$23K – – –
SFS
158
Sowell Financial Services
Arkansas
$22K – – –
SFPG
159
Stonebridge Financial Planning Group
Florida
$21K +$21K +595 New
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$21K +$21K +605 New
GFPC
161
Global Financial Private Client
Florida
$20.4K – – –
HWA
162
HHM Wealth Advisors
Tennessee
$19K – – –
AF
163
Allworth Financial
California
$18K +$18K +500 New
CAC
164
Certified Advisory Corp
Florida
$18K +$18K +515 New
BW
165
Bison Wealth
Georgia
$15K – – –
TIM
166
Tortoise Investment Management
New York
$15K – – –
FFC
167
Fure Financial Corporation
Minnesota
$14K +$14K +400 New
RFA
168
Reilly Financial Advisors
California
$13K – – –
HI
169
Hoey Investments
Pennsylvania
$13K – – –
SSW
170
Smith Shellnut Wilson
Mississippi
$11K -$17.6K -505 -62%
HS
171
Horan Securities
United States
$10K – – –
EVM
172
Eaton Vance Management
Massachusetts
$10K +$10K +290 New
BFEC
173
Benjamin F. Edwards & Company
Missouri
$9K – – –
ARMC
174
American Research & Management Company
Massachusetts
$9K – – –
MFT
175
Moisand Fitzgerald Tamayo
Florida
$9K – – –
5 6
7
8 9