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

160 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
15
Increased
28
Reduced
67
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$17.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$318M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.47M
4
CPO
4
Cerity Partners OCIO
New York
$75.4M
5
WA
5
Waverly Advisors
Alabama
$27.5M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
BPB
2
Badgley, Phelps & Bell
Washington
$572K
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
Invesco
4
Invesco
Georgia
$91.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$5.72M 225,285 -4,885 -2%
AFA
27
Arlington Financial Advisors
California
$5.24M 206,455 -1,170 -0.6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.86M 191,370 +3,275 +2%
MAM
29
Marquette Asset Management
Minnesota
$4.84M 190,520 +55 +0%
CST
30
Charles Schwab Trust
Nevada
$4.48M 179,435 +179,435 New
AIA
31
Arbor Investment Advisors
North Carolina
$4.47M 176,230 +3,610 +2%
US Bancorp
32
US Bancorp
Minnesota
$3.83M 150,895 -3,480 -2%
JWA
33
JFS Wealth Advisors
Pennsylvania
$3.4M 134,095 -4,865 -4%
PO
34
Private Ocean
California
$3.37M 132,705 -5,740 -4%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M 131,845 -4,340 -3%
RCA
36
Rowland Carmichael Advisors
Arizona
$3.24M 127,590 -335 -0.3%
RPG
37
Resource Planning Group
Georgia
$3.14M 123,505 -1,505 -1%
PWAG
38
Polaris Wealth Advisory Group
California
$3.12M 126,415 -8,690 -6%
AFG
39
Albion Financial Group
Utah
$2.92M 114,825 – –
OC
40
Oppenheimer & Co
New York
$2.9M 114,235 +11,705 +11%
AG
41
Advisor Group
Arizona
$2.79M 109,845 +3,270 +3%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$2.64M 104,145 -2,125 -2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.28M 89,835 -65,825 -42%
LA
44
LVW Advisors
New York
$2.05M 80,610 -290 -0.4%
Cerity Partners
45
Cerity Partners
New York
$2M 78,625 -62,490 -44%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.97M 78,020 -4,300 -5%
WCM
47
WealthBridge Capital Management
Ohio
$1.8M 70,815 +1,275 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.78M 70,230 +260 +0.4%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$1.59M 62,460 -4,205 -6%
CFA
50
Carroll Financial Associates
North Carolina
$1.5M 58,940 -93,575 -61%
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