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

168 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
25
Increased
45
Reduced
58
Closed
14
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
+$100K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$49.4M
2
IAA
2
Independent Advisor Alliance
North Carolina
$7.84M
3
AAS
3
Avantax Advisory Services
Texas
$2.48M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.8M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$7.15M
2
TC
2
Trilogy Capital
California
$344K
3
UBS Group
3
UBS Group
Switzerland
$20.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$335M
5
Citadel Advisors
5
Citadel Advisors
Florida
$837K
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
26
Arlington Financial Advisors
California
$5.56M 203,360 -3,095 -1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.27M 192,680 +1,310 +0.7%
AIA
28
Arbor Investment Advisors
North Carolina
$5.14M 187,855 +11,625 +7%
CST
29
Charles Schwab Trust
Nevada
$4.81M 176,050 -3,385 -2%
MAM
30
Marquette Asset Management
Minnesota
$4.81M 175,995 -14,525 -8%
US Bancorp
31
US Bancorp
Minnesota
$4.29M 156,850 +5,955 +4%
OC
32
Oppenheimer & Co
New York
$3.88M 141,810 +27,575 +24%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.65M 133,350 +1,505 +1%
JWA
34
JFS Wealth Advisors
Pennsylvania
$3.61M 131,950 -2,145 -2%
PO
35
Private Ocean
California
$3.57M 130,490 -2,215 -2%
RPG
36
Resource Planning Group
Georgia
$3.45M 126,170 +2,665 +2%
RCA
37
Resonant Capital Advisors
Wisconsin
$3.39M 124,050 +124,050 New
RCA
38
Rowland Carmichael Advisors
Arizona
$3.27M 119,575 -8,015 -6%
AFG
39
Albion Financial Group
Utah
$3.14M 114,825 – –
AG
40
Advisor Group
Arizona
$2.94M 107,440 -2,405 -2%
TWA
41
Tillar-Wenstrup Advisors
Ohio
$2.77M 101,190 -2,955 -3%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.73M 99,650 +9,815 +11%
AAS
43
Avantax Advisory Services
Texas
$2.48M 90,825 +90,825 New
TRCT
44
Tower Research Capital (TRC)
New York
$2.41M 88,280 +34,995 +66%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$2.19M 80,210 +2,190 +3%
Cerity Partners
46
Cerity Partners
New York
$2.15M 78,625 – –
LA
47
LVW Advisors
New York
$2.15M 78,465 -2,145 -3%
WCM
48
WealthBridge Capital Management
Ohio
$1.97M 71,975 +1,160 +2%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.91M 69,975 -255 -0.4%
NEPWA
50
New England Private Wealth Advisors
Massachusetts
$1.71M 62,525 +65 +0.1%
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