Arrow Investment Advisors, Llc
- Regulatory AUM
- $377M
- Discretionary
- $377M
- Clients
- 2
- Avg AUM / client
- $189M
- Accounts
- 2
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 59 positions, $93,906,814)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Arrow Invts Tr | RESV CAP ETF | $40,925,862 | 409,003 | 43.6% | 10.8% |
| 2 | Ishares Tr | MSCI USA VALUE | $4,620,606 | 32,496 | 4.92% | 1.22% |
| 3 | Ishares Tr | MSCI EMG MKT ETF | $4,559,158 | 80,281 | 4.86% | 1.21% |
| 4 | Select Sector Spdr Tr | STATE STREET IND | $4,439,489 | 27,450 | 4.73% | 1.18% |
| 5 | Ishares Inc | MSCI EURZONE ETF | $4,362,563 | 69,645 | 4.65% | 1.16% |
| 6 | Ishares Tr | S&P 500 GRWT ETF | $4,170,592 | 36,872 | 4.44% | 1.11% |
| 7 | Ishares Tr | EUROPE ETF | $3,850,364 | 56,673 | 4.1% | 1.02% |
| 8 | Ishares Tr | MSCI USA MMENTM | $3,529,053 | 14,705 | 3.76% | 0.94% |
| 9 | Arrow Invts Tr | VALTORO ETF | $2,899,275 | 155,000 | 3.09% | 0.77% |
| 10 | Invesco Db Commdy Indx Trck | UNIT | $1,363,169 | 47,087 | 1.45% | 0.36% |
| 11 | Ishares Tr | TIPS BD ETF | $1,283,597 | 11,631 | 1.37% | 0.34% |
| 12 | Ishares Tr | 20 YR TR BD ETF | $1,254,751 | 14,474 | 1.34% | 0.33% |
| 13 | Ishares Tr | IBOXX INV CP ETF | $1,183,631 | 10,860 | 1.26% | 0.31% |
| 14 | Spdr Series Trust | STATE STREET SPD | $1,109,497 | 12,123 | 1.18% | 0.29% |
| 15 | Ishares Tr | IBOXX HI YD ETF | $1,044,623 | 13,130 | 1.11% | 0.28% |
| 16 | Ishares Tr | 1 3 YR TREAS BD | $975,234 | 11,811 | 1.04% | 0.26% |
| 17 | Vanguard Index Fds | VALUE ETF | $685,719 | 3,495 | 0.73% | 0.18% |
| 18 | Vanguard Index Fds | SML CP GRW ETF | $682,178 | 2,257 | 0.73% | 0.18% |
| 19 | Global X Fds | GLBX MSCI COLUM | $554,196 | 14,009 | 0.59% | 0.15% |
| 20 | Ishares Inc | MSCI ISRAEL ETF | $521,716 | 4,496 | 0.56% | 0.14% |
| 21 | Ishares Inc | MSCI STH KOR ETF | $460,672 | 3,745 | 0.49% | 0.12% |
| 22 | Ishares Inc | MSCI SINGPOR ETF | $430,186 | 15,244 | 0.46% | 0.11% |
| 23 | Ishares Tr | MSCI POLAND ETF | $427,490 | 11,741 | 0.46% | 0.11% |
| 24 | Ishares Tr | MSCI PERU AND GL | $425,180 | 5,268 | 0.45% | 0.11% |
| 25 | Ishares Inc | MSCI SPAIN ETF | $423,890 | 7,805 | 0.45% | 0.11% |
Top 25 of 59 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $377M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Serrapere, John, Ralph | Managing Member, Director Of Research | Feb 2007 (20y) | Less than 5% | |
| Barrato, Joseph, John | Managing Member, Chief Executive Officer, President | Dec 2007 (19y) | 75% or more | |
| Lewis, Christopher, Hardy | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗