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Invesco FTSE RAFI US 1500 Small-Mid ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$60M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 162160 (-2)

1.5% less ownership

Funds ownership: 309.16%307.65% (-1.5%)

58% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 67

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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$5.72M -$123K -4,885 -2%
AFA
27
Arlington Financial Advisors
California
$5.24M -$29.5K -1,170 -0.6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.86M +$82.6K +3,275 +2%
MAM
29
Marquette Asset Management
Minnesota
$4.84M +$1.39K +55 +0%
CST
30
Charles Schwab Trust
Nevada
$4.47M +$4.53M +179,435 New
AIA
31
Arbor Investment Advisors
North Carolina
$4.47M +$91K +3,610 +2%
US Bancorp
32
US Bancorp
Minnesota
$3.83M -$87.8K -3,480 -2%
JWA
33
JFS Wealth Advisors
Pennsylvania
$3.4M -$123K -4,865 -4%
PO
34
Private Ocean
California
$3.37M -$145K -5,740 -4%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M -$109K -4,340 -3%
RCA
36
Rowland Carmichael Advisors
Arizona
$3.24M -$8.45K -335 -0.3%
RPG
37
Resource Planning Group
Georgia
$3.13M -$38K -1,505 -1%
PWAG
38
Polaris Wealth Advisory Group
California
$3.12M -$219K -8,690 -6%
AFG
39
Albion Financial Group
Utah
$2.92M
OC
40
Oppenheimer & Co
New York
$2.9M +$295K +11,705 +11%
AG
41
Advisor Group
Arizona
$2.79M +$82.5K +3,270 +3%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$2.64M -$53.6K -2,125 -2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.28M -$1.66M -65,825 -42%
LA
44
LVW Advisors
New York
$2.05M -$7.31K -290 -0.4%
Cerity Partners
45
Cerity Partners
New York
$2M -$1.58M -62,490 -44%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.97M -$108K -4,300 -5%
WCM
47
WealthBridge Capital Management
Ohio
$1.8M +$32.2K +1,275 +2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.78M +$6.56K +260 +0.4%
NEPWA
49
New England Private Wealth Advisors
Massachusetts
$1.59M -$106K -4,205 -6%
CFA
50
Carroll Financial Associates
North Carolina
$1.5M -$2.36M -93,575 -61%