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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 %
SBL
151
Sargent Bickham Lagudis
Colorado
$48K 256 – –
BA
152
Bellwether Advisors
Nebraska
$45K 243 +16 +7%
PFBT
153
Parkside Financial Bank & Trust
Missouri
$42K 226 – –
PCTC
154
Perkins Coie Trust Company
Washington
$41K 222 – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$38K 203 -80 -28%
Vontobel Holding
156
Vontobel Holding
Switzerland
$37K 200 +200 New
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$35K 194 +73 +60%
GWM
158
Geneos Wealth Management
Colorado
$34K 185 – –
AF
159
Advisornet Financial
Minnesota
$33K 174 – –
AWA
160
Arkadios Wealth Advisors
Georgia
$30K 164 – –
CCM
161
Covington Capital Management
California
$24K 130 – –
WA
162
Waddell & Associates
Tennessee
$23.3K 124,865 -462 -0.4%
JWBC
163
John W. Brooker & Co
California
$22K 117 +117 New
GFPC
164
Global Financial Private Client
Florida
$21.5K 114 – –
CWM
165
Cedar Wealth Management
California
$21K 114 -32 -22%
HWA
166
HHM Wealth Advisors
Tennessee
$20K 106 – –
AF
167
Allworth Financial
California
$19K 100 – –
CIA
168
Choate Investment Advisors
Massachusetts
$19K 103 +103 New
Barclays
169
Barclays
United Kingdom
$19K 104 +104 New
BW
170
Bison Wealth
Georgia
$16K 87 – –
TIM
171
Tortoise Investment Management
New York
$16K 84 – –
HI
172
Hoey Investments
Pennsylvania
$14K 75 – –
RFA
173
Reilly Financial Advisors
California
$14K 75 – –
SSW
174
Smith Shellnut Wilson
Mississippi
$12K 63 – –
EVM
175
Eaton Vance Management
Massachusetts
$11K 58 – –
5 6
7
8 9