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

195 hedge funds and large institutions have $1.12B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 15 closing their positions.

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
27
Increased
59
Reduced
52
Closed
15
Calls
$230K
Puts
–
Net Calls
+$230K
Net Calls Change
+$226K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$462M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$6.86M
3
WA
3
Waverly Advisors
Alabama
$51.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.13M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.32M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.11M
2
CAN
2
Cetera Advisor Networks
California
$10.8M
3
CST
3
Charles Schwab Trust
Nevada
$374K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bessemer Group
5
Bessemer Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$462M 2,407,720 +78,551 +3%
Bank of America
2
Bank of America
North Carolina
$113M 588,833 +995 +0.2%
WA
3
Waverly Advisors
Alabama
$51.8M 288,875 +13,757 +5%
RJA
4
Raymond James & Associates
Florida
$43.7M 228,015 +2,597 +1%
Morgan Stanley
5
Morgan Stanley
New York
$43.4M 226,382 +2,872 +1%
AIA
6
Arbor Investment Advisors
North Carolina
$26.1M 136,015 +2,915 +2%
WA
7
Waddell & Associates
Tennessee
$23.8M 124,048 +2,555 +2%
Wells Fargo
8
Wells Fargo
California
$22.3M 116,555 -366 -0.3%
LPL Financial
9
LPL Financial
California
$21.4M 111,509 -2,744 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$20.9M 108,505 +734 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.3M 100,711 -909 -0.9%
Mariner
12
Mariner
Kansas
$17.6M 91,620 -298 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$14.7M 76,616 +3,485 +5%
UBS Group
14
UBS Group
Switzerland
$14.1M 73,638 -1,445 -2%
CFA
15
Carroll Financial Associates
North Carolina
$13.9M 72,460 -421 -0.6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.8M 72,129 +1,186 +2%
CAN
17
Cetera Advisor Networks
California
$10.8M 56,152 -38,008 -40%
AFA
18
Arlington Financial Advisors
California
$7.9M 41,222 -154 -0.4%
Invesco
19
Invesco
Georgia
$7.11M 37,067 -524,971 -93%
SFS
20
Solitude Financial Services
Virginia
$6.96M 36,284 +4,068 +13%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$6.86M 38,496 +21,505 +127%
CC
22
Callan Capital
California
$5.84M 30,468 +8,259 +37%
AAS
23
Avantax Advisory Services
Texas
$5.17M 26,961 +388 +1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.13M 26,753 +12,377 +86%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$4.54M 23,691 +160 +0.7%
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