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

149 hedge funds and large institutions have $822M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
24
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$10.3M
2
DFG
2
DWM Financial Group
Illinois
$7.07M
3
AIA
3
Arbor Investment Advisors
North Carolina
$14.8M
4
CGL
4
Clarius Group LLC
Washington
$5.74M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$317M
2
HT
2
Hefren-Tillotson
Pennsylvania
$0
3
Bank of America
3
Bank of America
North Carolina
$69.1M
4
Mariner
4
Mariner
Kansas
$25.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$317M 2,837,936 -664,794 -19%
Invesco
2
Invesco
Georgia
$75.4M 675,339 -15,320 -2%
Bank of America
3
Bank of America
North Carolina
$69.1M 618,267 -185,304 -23%
WA
4
Waverly Advisors
Alabama
$32.1M 257,957 -2,138 -0.8%
RJA
5
Raymond James & Associates
Florida
$29.6M 264,970 -5,143 -2%
Morgan Stanley
6
Morgan Stanley
New York
$29.3M 262,059 -46,183 -15%
Mariner
7
Mariner
Kansas
$25.2M 225,136 -51,991 -19%
UBS Group
8
UBS Group
Switzerland
$15.7M 140,809 -6,487 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.4M 137,707 -23,164 -14%
AIA
10
Arbor Investment Advisors
North Carolina
$14.8M 132,094 +47,864 +57%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.4M 155,150 -37,964 -20%
WA
12
Waddell & Associates
Tennessee
$13.6M 121,819 +5,081 +4%
CAN
13
Cetera Advisor Networks
California
$11.3M 101,176 +15,725 +18%
MWM
14
Merriman Wealth Management
Washington
$10.3M 92,575 +92,575 New
LPL Financial
15
LPL Financial
California
$8.8M 78,803 +6,180 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.72M 69,141 -3,175 -4%
Ameriprise
17
Ameriprise
Minnesota
$7.4M 66,239 -9,476 -13%
DFG
18
DWM Financial Group
Illinois
$7.07M 63,262 +63,262 New
CFA
19
Carroll Financial Associates
North Carolina
$7.02M 62,847 -3,922 -6%
Wells Fargo
20
Wells Fargo
California
$6.12M 54,740 -38,046 -41%
CGL
21
Clarius Group LLC
Washington
$5.74M 51,408 +47,338 +1,163%
AFA
22
Arlington Financial Advisors
California
$5.21M 46,655 -3,792 -8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.87M 43,653 -6,877 -14%
CST
24
Charles Schwab Trust
Nevada
$4.45M 39,816 -22,412 -36%
CPO
25
Cerity Partners OCIO
New York
$4.4M 39,368 -9,355 -19%
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