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

166 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.7%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
52
Reduced
49
Closed
18
Calls
$307K
Puts
–
Net Calls
+$307K
Net Calls Change
-$49K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$264M
2
CCP
2
Cardan Capital Partners
Colorado
$15.8M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.3M
5
AI
5
Accredited Investors
Minnesota
$7.31M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
EC
2
Estate Counselors
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$55.1M
4
RCA
4
Rowland Carmichael Advisors
Arizona
$2.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$648K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$7.31M +$6.71M +295,140 +1,118%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$6.41M -$746K -29,935 -10%
CC
28
Callan Capital
California
$5.77M -$93.3K -4,105 -2%
MAM
29
Marquette Asset Management
Minnesota
$5.01M -$558K -24,560 -10%
CFA
30
Carroll Financial Associates
North Carolina
$4.68M +$623K +26,295 +15%
AFA
31
Arlington Financial Advisors
California
$4.49M -$422K -18,550 -9%
PO
32
Private Ocean
California
$4.46M +$3.52M +154,640 +372%
Jane Street
33
Jane Street
New York
$4.43M -$2.62M -115,185 -37%
JWA
34
JFS Wealth Advisors
Pennsylvania
$4.07M -$159K -6,985 -4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$3.8M +$3.53M +155,185 +1,284%
AIA
36
Arbor Investment Advisors
North Carolina
$3.67M -$348K -15,295 -9%
RPG
37
Resource Planning Group
Georgia
$3.48M +$700K +30,795 +25%
US Bancorp
38
US Bancorp
Minnesota
$3.42M -$66.6K -2,930 -2%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M -$5.34K -235 -0.2%
HK
40
Horizon Kinetics
New York
$3.1M +$3.1M +136,500 New
PWAG
41
Polaris Wealth Advisory Group
California
$3.09M -$57.1K -2,510 -2%
RCA
42
Rowland Carmichael Advisors
Arizona
$2.8M -$8.26M -363,150 -75%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.63M +$335K +14,760 +15%
TWA
44
Tillar-Wenstrup Advisors
Ohio
$2.62M -$101K -4,455 -4%
AFG
45
Albion Financial Group
Utah
$2.61M – – –
Citadel Advisors
46
Citadel Advisors
Florida
$2.57M +$2.05M +90,195 +392%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.43M +$2.05M +90,020 +530%
AG
48
Advisor Group
Arizona
$2.3M +$1.2M +52,670 +109%
RFM
49
Royal Fund Management
Florida
$2.14M +$113K +4,960 +6%
LA
50
LVW Advisors
New York
$1.86M +$85.5K +3,760 +5%
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