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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
+$5.35M
2
LPL Financial
LPL Financial
California
+$4.16M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.93M
4
Wells Fargo
Wells Fargo
California
+$3.73M
5
UBS Group
UBS Group
Switzerland
+$3.44M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$62.6M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$33.7M
3
Mariner
Mariner
Kansas
-$9.14M
4
RJA
Raymond James & Associates
Florida
-$4.02M
5
Invesco
Invesco
Georgia
-$3.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
176
Evoke Wealth
California
$7K – – –
PMFA
177
Plante Moran Financial Advisors
Michigan
$7K +$7K +200 New
LDFR
178
Lehman & Derafelo Financial Resources
Pennsylvania
$6K – – –
EP
179
Eudaimonia Partners
Tennessee
$6K +$6K +180 New
CA
180
Clearstead Advisors
Ohio
$4K -$762 -20 -16%
PSIWM
181
Paradigm Strategies in Wealth Management
Minnesota
$4K +$4K +125 New
ME
182
McIlrath & Eck
Washington
$3K – – –
BlackRock
183
BlackRock
New York
$3K +$600 +15 +25%
FCFS
184
First Command Financial Services
Texas
$2K +$2K +65 New
FCB
185
First Command Bank
Texas
$2K +$2K +65 New
APW
186
Acima Private Wealth
Virginia
$1K – – –
SL
187
Savior LLC
Massachusetts
$1K – – –
CG
188
Cutler Group
California
$1K +$1K +45 New
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$33.7M -1,117,005 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– -$1.55M -51,190 Closed
TRCT
191
Tower Research Capital (TRC)
New York
– -$1.1M -36,530 Closed
Jane Street
192
Jane Street
New York
– -$792K -26,235 Closed
FTUS
193
Flow Traders U.S.
New York
– -$255K -8,435 Closed
CS
194
Credit Suisse
Switzerland
– -$244K -8,070 Closed
SFM
195
Signet Financial Management
New Jersey
– -$218K -7,215 Closed
SP
196
SWS Partners
Ohio
– -$204K -6,765 Closed
CH
197
Canton Hathaway
Rhode Island
– -$98K -3,245 Closed
ASN
198
Advisory Services Network
Georgia
– -$50K -1,650 Closed
FCH
199
Freestone Capital Holdings
Washington
– -$7.25K -240 Closed
SIM
200
Sonora Investment Management
Arizona
– -$5K -175 Closed
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