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

153 hedge funds and large institutions have $850M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 60 reducing their positions, and 11 closing their positions.

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
36
Reduced
60
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
LPL Financial
3
LPL Financial
California
$11M
4
AAS
4
Avantax Advisory Services
Texas
$4.05M
5
KAS
5
Kestra Advisory Services
Texas
$855K

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$325M
2
Invesco
2
Invesco
Georgia
$73.5M
3
UBS Group
3
UBS Group
Switzerland
$11.7M
4
CGL
4
Clarius Group LLC
Washington
$1.43M
5
Bank of America
5
Bank of America
North Carolina
$69.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$325M 2,772,376 -65,560 -2%
Invesco
2
Invesco
Georgia
$73.5M 628,093 -47,246 -7%
Bank of America
3
Bank of America
North Carolina
$69.4M 592,649 -25,618 -4%
WA
4
Waverly Advisors
Alabama
$31.1M 260,655 +2,698 +1%
Morgan Stanley
5
Morgan Stanley
New York
$29.9M 255,540 -6,519 -2%
RJA
6
Raymond James & Associates
Florida
$29.9M 255,363 -9,607 -4%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.1M 214,211 +214,211 New
Mariner
8
Mariner
Kansas
$23.8M 203,175 -21,961 -10%
AIA
9
Arbor Investment Advisors
North Carolina
$15.3M 130,957 -1,137 -0.9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.7M 125,548 -12,159 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.6M 156,382 +1,232 +0.8%
WA
12
Waddell & Associates
Tennessee
$14.2M 121,568 -251 -0.2%
UBS Group
13
UBS Group
Switzerland
$11.7M 100,167 -40,642 -29%
CAN
14
Cetera Advisor Networks
California
$11.3M 96,871 -4,305 -4%
LPL Financial
15
LPL Financial
California
$11M 93,855 +15,052 +19%
MWM
16
Merriman Wealth Management
Washington
$10.6M 90,575 -2,000 -2%
Wells Fargo
17
Wells Fargo
California
$8.7M 74,316 +19,576 +36%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.05M 68,745 -396 -0.6%
DFG
19
DWM Financial Group
Illinois
$7.4M 63,224 -38 -0.1%
CFA
20
Carroll Financial Associates
North Carolina
$7.39M 63,085 +238 +0.4%
Ameriprise
21
Ameriprise
Minnesota
$7.09M 59,508 -6,731 -10%
AFA
22
Arlington Financial Advisors
California
$5.25M 44,838 -1,817 -4%
CST
23
Charles Schwab Trust
Nevada
$4.53M 38,669 -1,147 -3%
CC
24
Callan Capital
California
$4.09M 34,951 -1,313 -4%
AAS
25
Avantax Advisory Services
Texas
$4.05M 34,539 +10,550 +44%
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