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

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$313M
2
CFA
2
Carroll Financial Associates
North Carolina
$5.97M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
AIA
4
Arbor Investment Advisors
North Carolina
$7.53M
5
WA
5
Waverly Advisors
Alabama
$23.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.9M
2
Mariner
2
Mariner
Kansas
$24.8M
3
WA
3
Waddell & Associates
Tennessee
$10.4M
4
CCP
4
Cardan Capital Partners
Colorado
$2.95M
5
RJA
5
Raymond James & Associates
Florida
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
176
MYCIO Wealth Partners
Pennsylvania
– -$76K -2,765 Closed
SIAS
177
Shine Investment Advisory Services
Colorado
– -$56K -2,055 Closed
HR
178
Howe & Rusling
New York
– -$17K -615 Closed
EK
179
Evensky & Katz
Florida
– -$14K -535 Closed
MA
180
MUFG Americas
New York
– -$13K -480 Closed
EI
181
Ellevest Inc
New York
– -$10K -365 Closed
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
– -$8K -280 Closed
SHWM
183
Silicon Hills Wealth Management
Texas
– -$136 -25 Closed
HNB
184
Huntington National Bank
Ohio
– -$24K – –
4 5 6 7
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