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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 %
JPMorgan Chase & Co
176
JPMorgan Chase & Co
New York
$7K 37 +37 New
LDFR
177
Lehman & Derafelo Financial Resources
Pennsylvania
$6K 35 – –
EI
178
Ellevest Inc
New York
$6K 31 +31 New
TCM
179
TD Capital Management
Tennessee
$5K 26 – –
CA
180
Clearstead Advisors
Ohio
$4K 21 – –
BlackRock
181
BlackRock
New York
$3K 15 – –
ME
182
McIlrath & Eck
Washington
$3K 19 – –
WT
183
Washington Trust
Rhode Island
$3K 14 – –
NFSG
184
Newbridge Financial Services Group
Florida
$2K 11 +11 New
SL
185
Savior LLC
Massachusetts
$1K 6 – –
APW
186
Acima Private Wealth
Virginia
$1K 5 – –
MWM
187
Merriman Wealth Management
Washington
– – -86,033 Closed
TRCT
188
Tower Research Capital (TRC)
New York
– – -5,389 Closed
VWA
189
V Wealth Advisors
Kansas
– – -3,542 Closed
EWA
190
Exencial Wealth Advisors
Oklahoma
– – -1,958 Closed
Comerica Bank
191
Comerica Bank
Texas
– – -1,365 Closed
CCA
192
Clearwater Capital Advisors
Illinois
– – -1,245 Closed
ASN
193
Advisory Services Network
Georgia
– – -1,001 Closed
ECM
194
ExodusPoint Capital Management
New York
– – -588 Closed
AF
195
Advisornet Financial
Minnesota
– – -174 Closed
AWA
196
Arkadios Wealth Advisors
Georgia
– – -164 Closed
CIA
197
Choate Investment Advisors
Massachusetts
– – -103 Closed
HI
198
Hoey Investments
Pennsylvania
– – -75 Closed
EVM
199
Eaton Vance Management
Massachusetts
– – -58 Closed
CFD
200
Creative Financial Designs
Indiana
– – -29 Closed
5 6 7
8
9