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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 %
PCTC
151
Perkins Coie Trust Company
Washington
$41K 222 – –
Vontobel Holding
152
Vontobel Holding
Switzerland
$36K 200 – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$35K 185 -94 -34%
GWM
154
Geneos Wealth Management
Colorado
$34K 185 – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$32K 173 -30 -15%
EWM
156
EPG Wealth Management
Georgia
$30K 165 +165 New
CCM
157
Covington Capital Management
California
$24K 130 – –
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$22K 121 -73 -38%
GFPC
159
Global Financial Private Client
Florida
$21.2K 114 – –
JWBC
160
John W. Brooker & Co
California
$21K 117 – –
CWM
161
Cedar Wealth Management
California
$21K 114 – –
HWA
162
HHM Wealth Advisors
Tennessee
$19K 106 – –
WFA
163
WestHill Financial Advisors
California
$19K 105 +105 New
AF
164
Allworth Financial
California
$18K 100 – –
RTL
165
Red Tortoise LLC
Georgia
$18K 125 +125 New
BW
166
Bison Wealth
Georgia
$16K 87 – –
TIM
167
Tortoise Investment Management
New York
$15K 84 – –
Barclays
168
Barclays
United Kingdom
$11K 61 -43 -41%
SSW
169
Smith Shellnut Wilson
Mississippi
$11K 63 – –
ARMC
170
American Research & Management Company
Massachusetts
$9K 50 – –
MFT
171
Moisand Fitzgerald Tamayo
Florida
$9K 50 – –
BFEC
172
Benjamin F. Edwards & Company
Missouri
$9K 52 +1 +2%
Citigroup
173
Citigroup
New York
$7K 40 -296 -88%
EW
174
Evoke Wealth
California
$7K 42 – –
PMFA
175
Plante Moran Financial Advisors
Michigan
$7K 40 – –
5 6
7
8 9