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

163 hedge funds and large institutions have $1.25B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
53
Reduced
54
Closed
18
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$537K

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$65.4M
2
WA
2
Waddell & Associates
Tennessee
$35M
3
CSIA
3
Charles Schwab Investment Advisory
California
$300M
4
PI
4
PFS Investments
Georgia
$15.6M
5
PAG
5
Private Advisor Group
New Jersey
$3.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.1M
3
Invesco
3
Invesco
Georgia
$103M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.25M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$8.33M +$123K +4,830 +2%
CC
27
Callan Capital
California
$6.18M -$296K -11,610 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$5.59M +$2.7M +105,840 +93%
AFA
29
Arlington Financial Advisors
California
$5.33M +$289K +11,330 +6%
MAM
30
Marquette Asset Management
Minnesota
$4.95M -$679K -26,600 -12%
CFA
31
Carroll Financial Associates
North Carolina
$4.9M -$141K -5,540 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.5M +$1.77M +69,255 +65%
AIA
33
Arbor Investment Advisors
North Carolina
$4.35M +$232K +9,095 +6%
US Bancorp
34
US Bancorp
Minnesota
$4.02M +$182K +7,145 +5%
PO
35
Private Ocean
California
$3.75M -$1.26M -49,265 -25%
JWA
36
JFS Wealth Advisors
Pennsylvania
$3.74M -$828K -32,430 -18%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.53M -$225K -8,820 -6%
PWAG
38
Polaris Wealth Advisory Group
California
$3.53M +$16.7K +645 +0.5%
RPG
39
Resource Planning Group
Georgia
$3.46M -$447K -17,515 -11%
RCA
40
Rowland Carmichael Advisors
Arizona
$3.28M +$133K +5,200 +4%
HighTower Advisors
41
HighTower Advisors
Illinois
$3.27M +$314K +12,295 +11%
PAG
42
Private Advisor Group
New Jersey
$3.02M +$3.02M +118,445 New
AFG
43
Albion Financial Group
Utah
$2.93M – – –
TWA
44
Tillar-Wenstrup Advisors
Ohio
$2.76M -$188K -7,385 -6%
RFM
45
Royal Fund Management
Florida
$2.67M +$265K +10,380 +11%
AG
46
Advisor Group
Arizona
$2.62M +$32.4K +1,270 +1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$2.25M -$4.55M -171,880 -67%
LA
48
LVW Advisors
New York
$2.16M +$76.9K +3,015 +4%
TRCT
49
Tower Research Capital (TRC)
New York
$1.89M +$1.84M +72,270 +4,004%
WCM
50
WealthBridge Capital Management
Ohio
$1.86M +$49.3K +1,895 +3%
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