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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 %
HS
176
Horan Securities
United States
$10K 54 – –
BFEC
177
Benjamin F. Edwards & Company
Missouri
$10K 51 – –
MFT
178
Moisand Fitzgerald Tamayo
Florida
$9K 50 – –
ARMC
179
American Research & Management Company
Massachusetts
$9K 50 – –
EW
180
Evoke Wealth
California
$8K 42 – –
LDFR
181
Lehman & Derafelo Financial Resources
Pennsylvania
$7K 35 – –
PMFA
182
Plante Moran Financial Advisors
Michigan
$7K 40 – –
PSIWM
183
Paradigm Strategies in Wealth Management
Minnesota
$5K 25 – –
TCM
184
TD Capital Management
Tennessee
$5K 26 +26 New
CFD
185
Creative Financial Designs
Indiana
$5K 29 +29 New
ME
186
McIlrath & Eck
Washington
$4K 19 – –
CA
187
Clearstead Advisors
Ohio
$4K 21 – –
BlackRock
188
BlackRock
New York
$3K 15 – –
WT
189
Washington Trust
Rhode Island
$3K 14 +14 New
SL
190
Savior LLC
Massachusetts
$1K 6 – –
APW
191
Acima Private Wealth
Virginia
$1K 5 – –
Wealthfront Advisers
192
Wealthfront Advisers
California
– – -3,334 Closed
MHS
193
M Holdings Securities
Oregon
– – -2,714 Closed
Renaissance Technologies
194
Renaissance Technologies
New York
– – -2,700 Closed
Bank of Nova Scotia
195
Bank of Nova Scotia
Ontario, Canada
– – -2,255 Closed
CIBC World Market
196
CIBC World Market
Ontario, Canada
– – -1,217 Closed
BAM
197
Belpointe Asset Management
Nevada
– – -750 Closed
LGWM
198
Litman Gregory Wealth Management
California
– – -539 Closed
APWA
199
Atlas Private Wealth Advisors
New Jersey
– – -157 Closed
SFS
200
Sowell Financial Services
Arkansas
– – -121 Closed
5 6 7
8
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