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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.

New
Increased
Maintained
Reduced
Closed
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 %
TA
51
Tiedemann Advisors
New York
$1.71M – – –
SWP
52
Strategic Wealth Partners
Ohio
$1.62M -$44.2K -1,755 -3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.61M +$61.1K +2,685 +4%
PWP
54
Principle Wealth Partners
Connecticut
$1.59M +$1.59M +69,995 New
WCM
55
WealthBridge Capital Management
Ohio
$1.58M +$1.58M +69,540 New
Bessemer Group
56
Bessemer Group
New Jersey
$1.55M +$1.55M +68,080 New
NEPWA
57
New England Private Wealth Advisors
Massachusetts
$1.51M +$2.16K +95 +0.1%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$1.42M -$82.8K -3,645 -6%
SWM
59
Shakespeare Wealth Management
Wisconsin
$1.38M -$184K -8,105 -12%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$1.32M +$79.7K +3,505 +6%
SSWM
61
Sheets Smith Wealth Management
North Carolina
$1.16M +$26.3K +1,155 +2%
Renaissance Technologies
62
Renaissance Technologies
New York
$932K +$625K +27,500 +204%
Brown Advisory
63
Brown Advisory
Maryland
$883K – – –
CCA
64
Clearwater Capital Advisors
Illinois
$865K -$99.4K -4,375 -10%
MHS
65
M Holdings Securities
Oregon
$835K +$137K +6,040 +20%
RJT
66
Raymond James Trust
Florida
$794K – – –
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$794K +$794K +34,920 New
PWM
68
Perigon Wealth Management
California
$751K -$35.1K -1,545 -4%
SC
69
Scotia Capital
Ontario, Canada
$717K -$11.4K -500 -2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$648K -$5.47M -240,345 -89%
PCFFS
71
Pacific Center for Financial Services
California
$639K -$10.3K -455 -2%
OC
72
Oppenheimer & Co
New York
$628K +$628K +27,615 New
Baird Financial Group
73
Baird Financial Group
Wisconsin
$611K +$276K +12,145 +83%
MIH
74
Madison Investment Holdings
Wisconsin
$589K -$3.05M -134,150 -84%
Creative Planning
75
Creative Planning
Kansas
$588K +$13.9K +610 +2%
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