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

187 hedge funds and large institutions have $1.1B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
187
Holders Change
+13
Holders Change %
+7.47%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
42
Reduced
65
Closed
13
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$252K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
LPL Financial
2
LPL Financial
California
$22.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.28M
4
Wells Fargo
4
Wells Fargo
California
$19M
5
UBS Group
5
UBS Group
Switzerland
$13M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$393M
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$0
3
Mariner
3
Mariner
Kansas
$18.5M
4
RJA
4
Raymond James & Associates
Florida
$41.7M
5
Invesco
5
Invesco
Georgia
$104M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$393M 2,229,076 -354,967 -14%
Invesco
2
Invesco
Georgia
$104M 590,687 -17,444 -3%
Bank of America
3
Bank of America
North Carolina
$104M 588,631 -5,879 -1%
WA
4
Waverly Advisors
Alabama
$46.4M 256,348 -10,011 -4%
RJA
5
Raymond James & Associates
Florida
$41.7M 236,418 -22,803 -9%
Morgan Stanley
6
Morgan Stanley
New York
$41.5M 235,155 -5,213 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.3M 142,309 +30,035 +27%
LPL Financial
8
LPL Financial
California
$22.5M 127,854 +23,606 +23%
AIA
9
Arbor Investment Advisors
North Carolina
$22.2M 125,703 -3,998 -3%
WA
10
Waddell & Associates
Tennessee
$22.1M 125,327 +894 +0.7%
Wells Fargo
11
Wells Fargo
California
$19M 107,941 +21,144 +24%
Mariner
12
Mariner
Kansas
$18.5M 104,747 -51,852 -33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$18.2M 103,059 -921 -0.9%
CAN
14
Cetera Advisor Networks
California
$16.1M 91,294 -1,274 -1%
MWM
15
Merriman Wealth Management
Washington
$15.4M 87,496 -822 -0.9%
UBS Group
16
UBS Group
Switzerland
$13M 73,711 +19,493 +36%
Ameriprise
17
Ameriprise
Minnesota
$12.1M 68,939 +15,820 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.8M 67,021 +698 +1%
CFA
19
Carroll Financial Associates
North Carolina
$11.6M 65,698 -39 -0.1%
AFA
20
Arlington Financial Advisors
California
$7.73M 43,842 -696 -2%
CST
21
Charles Schwab Trust
Nevada
$6.08M 33,937 -4,670 -12%
SFS
22
Solitude Financial Services
Virginia
$5.57M 31,604 -4,980 -14%
CPO
23
Cerity Partners OCIO
New York
$4.78M 27,116 -2,921 -10%
CC
24
Callan Capital
California
$4.72M 26,739 -4,710 -15%
AAS
25
Avantax Advisory Services
Texas
$4.38M 24,845 -899 -3%
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