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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
Osaic Holdings
2
Osaic Holdings
Arizona
$12.6M
3
CFA
3
Carroll Financial Associates
North Carolina
$5.97M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.6M
5
AIA
5
Arbor Investment Advisors
North Carolina
$7.53M

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$313M 3,502,730 +1,053,827 +43%
Bank of America
2
Bank of America
North Carolina
$71.9M 803,571 -185,630 -19%
Invesco
3
Invesco
Georgia
$61.8M 690,659 -5,688 -0.8%
HT
4
Hefren-Tillotson
Pennsylvania
$51.8M 575,879 -15,351 -3%
Morgan Stanley
5
Morgan Stanley
New York
$27.6M 308,242 +56,805 +23%
Mariner
6
Mariner
Kansas
$24.8M 277,127 -175,490 -39%
RJA
7
Raymond James & Associates
Florida
$24.2M 270,113 -91,099 -25%
WA
8
Waverly Advisors
Alabama
$23.3M 260,095 +40,903 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.4M 160,871 +16,150 +11%
UBS Group
10
UBS Group
Switzerland
$13.2M 147,296 -2,347 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.6M 193,114 +193,114 New
WA
12
Waddell & Associates
Tennessee
$10.4M 116,738 -158,771 -58%
Wells Fargo
13
Wells Fargo
California
$8.3M 92,786 -41,402 -31%
CAN
14
Cetera Advisor Networks
California
$7.64M 85,451 +1,017 +1%
AIA
15
Arbor Investment Advisors
North Carolina
$7.53M 84,230 +46,659 +124%
Ameriprise
16
Ameriprise
Minnesota
$6.77M 75,715 -8,813 -10%
LPL Financial
17
LPL Financial
California
$6.5M 72,623 -6,475 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.47M 72,316 +74 +0.1%
CFA
19
Carroll Financial Associates
North Carolina
$5.97M 66,769 +58,379 +696%
CST
20
Charles Schwab Trust
Nevada
$5.57M 62,228 +27,018 +77%
AI
21
Accredited Investors
Minnesota
$5.36M 59,936 -20,757 -26%
LPT
22
Legacy Private Trust
Wisconsin
$4.66M 52,151 -37,963 -42%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.52M 50,530 +30,600 +154%
AFA
24
Arlington Financial Advisors
California
$4.51M 50,447 +9,775 +24%
CPO
25
Cerity Partners OCIO
New York
$4.36M 48,723 -4,768 -9%
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