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

190 hedge funds and large institutions have $1.13B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 16 closing their positions.

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
20
Increased
45
Reduced
61
Closed
16
Calls
$60K
Puts
–
Net Calls
+$60K
Net Calls Change
+$7K

Top Buyers

1
PWMG
1
Pinnacle Wealth Management Group
Michigan
$4.26M
2
AFG
2
Albion Financial Group
Utah
$4.19M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.06M
4
Wells Fargo
4
Wells Fargo
California
$22.3M
5
FTUS
5
Flow Traders U.S.
New York
$1.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$399M
2
RJA
2
Raymond James & Associates
Florida
$40.5M
3
LPL Financial
3
LPL Financial
California
$21.5M
4
Invesco
4
Invesco
Georgia
$108M
5
Mariner
5
Mariner
Kansas
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$399M 2,132,664 -96,412 -4%
Bank of America
2
Bank of America
North Carolina
$109M 585,852 -2,779 -0.5%
Invesco
3
Invesco
Georgia
$108M 579,612 -11,075 -2%
WA
4
Waverly Advisors
Alabama
$48.3M 263,505 +7,157 +3%
Morgan Stanley
5
Morgan Stanley
New York
$42.3M 226,166 -8,989 -4%
RJA
6
Raymond James & Associates
Florida
$40.5M 216,731 -19,687 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$26.9M 143,019 +710 +0.5%
AIA
8
Arbor Investment Advisors
North Carolina
$23.9M 128,161 +2,458 +2%
Wells Fargo
9
Wells Fargo
California
$22.3M 119,600 +11,659 +11%
LPL Financial
10
LPL Financial
California
$21.5M 115,143 -12,711 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$18.9M 101,393 -1,666 -2%
Mariner
12
Mariner
Kansas
$17.7M 94,586 -10,161 -10%
CAN
13
Cetera Advisor Networks
California
$17.3M 92,737 +1,443 +2%
MWM
14
Merriman Wealth Management
Washington
$16.1M 86,033 -1,463 -2%
UBS Group
15
UBS Group
Switzerland
$13.7M 73,260 -451 -0.6%
Ameriprise
16
Ameriprise
Minnesota
$13.6M 73,089 +4,150 +6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$12.7M 67,939 +918 +1%
CFA
18
Carroll Financial Associates
North Carolina
$12.5M 66,790 +1,092 +2%
AFA
19
Arlington Financial Advisors
California
$7.74M 41,443 -2,399 -5%
SFS
20
Solitude Financial Services
Virginia
$5.93M 31,710 +106 +0.3%
CST
21
Charles Schwab Trust
Nevada
$5.9M 31,577 -2,360 -7%
CPO
22
Cerity Partners OCIO
New York
$4.93M 26,385 -731 -3%
AAS
23
Avantax Advisory Services
Texas
$4.71M 25,177 +332 +1%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.41M 23,588 -666 -3%
LPT
25
Legacy Private Trust
Wisconsin
$4.38M 23,445 -505 -2%
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