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

174 hedge funds and large institutions have $1.05B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 11 closing their positions.

Holders
174
Holders Change
+21
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
33
Increased
38
Reduced
65
Closed
11
Calls
$24K
Puts
$223K
Net Calls
-$199K
Net Calls Change
-$199K

Top Buyers

1
SFS
1
Solitude Financial Services
Virginia
$5.52M
2
Wells Fargo
2
Wells Fargo
California
$13.1M
3
LPL Financial
3
LPL Financial
California
$15.7M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M
5
SFP
5
Sterling Financial Planning
New Jersey
$1.22M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$390M
2
Mariner
2
Mariner
Kansas
$23.6M
3
UBS Group
3
UBS Group
Switzerland
$8.18M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$390M 2,584,043 -188,333 -7%
Invesco
2
Invesco
Georgia
$91.8M 608,131 -19,962 -3%
Bank of America
3
Bank of America
North Carolina
$89.7M 594,510 +1,861 +0.3%
WA
4
Waverly Advisors
Alabama
$46.7M 266,359 +5,704 +2%
RJA
5
Raymond James & Associates
Florida
$39.1M 259,221 +3,858 +2%
Morgan Stanley
6
Morgan Stanley
New York
$36.3M 240,368 -15,172 -6%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M 223,401 +9,190 +4%
Mariner
8
Mariner
Kansas
$23.6M 156,599 -46,576 -23%
AIA
9
Arbor Investment Advisors
North Carolina
$19.6M 129,701 -1,256 -1%
WA
10
Waddell & Associates
Tennessee
$18.8M 124,433 +2,865 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$16.9M 112,274 -44,108 -28%
LPL Financial
12
LPL Financial
California
$15.7M 104,248 +10,393 +11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.7M 103,980 -21,568 -17%
CAN
14
Cetera Advisor Networks
California
$14M 92,568 -4,303 -4%
MWM
15
Merriman Wealth Management
Washington
$13.3M 88,318 -2,257 -2%
Wells Fargo
16
Wells Fargo
California
$13.1M 86,797 +12,481 +17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$10M 66,323 -2,422 -4%
CFA
18
Carroll Financial Associates
North Carolina
$9.92M 65,737 +2,652 +4%
DFG
19
DWM Financial Group
Illinois
$9.74M 64,504 +1,280 +2%
UBS Group
20
UBS Group
Switzerland
$8.18M 54,218 -45,949 -46%
Ameriprise
21
Ameriprise
Minnesota
$8.02M 53,119 -6,389 -11%
AFA
22
Arlington Financial Advisors
California
$6.72M 44,538 -300 -0.7%
CST
23
Charles Schwab Trust
Nevada
$5.83M 38,607 -62 -0.2%
SFS
24
Solitude Financial Services
Virginia
$5.52M 36,584 +36,584 New
CC
25
Callan Capital
California
$4.75M 31,449 -3,502 -10%
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