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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 %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$1.78M -$18.2K -715 -1%
PWP
52
Principle Wealth Partners
Connecticut
$1.72M -$63.8K -2,500 -4%
NEPWA
53
New England Private Wealth Advisors
Massachusetts
$1.7M +$2.43K +95 +0.1%
TA
54
Tiedemann Advisors
New York
$1.68M -$235K -9,225 -12%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$1.54M -$52.3K -2,050 -3%
SWM
56
Shakespeare Wealth Management
Wisconsin
$1.52M -$24.1K -945 -2%
OC
57
Oppenheimer & Co
New York
$1.5M +$796K +31,205 +113%
SWP
58
Strategic Wealth Partners
Ohio
$1.41M -$256K -9,880 -15%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.31M +$8.29K +325 +0.6%
EWM
60
Evercore Wealth Management
New York
$1.23M +$614K +24,060 +101%
PWM
61
Perigon Wealth Management
California
$1.18M +$335K +13,100 +40%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.12M -$3.15M -123,265 -74%
Brown Advisory
63
Brown Advisory
Maryland
$1.01M +$17.6K +690 +2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$982K +$297K +11,625 +43%
RJT
65
Raymond James Trust
Florida
$891K – – –
MSWMA
66
Market Street Wealth Management Advisors
Indiana
$859K -$31.6K -1,240 -4%
CCA
67
Clearwater Capital Advisors
Illinois
$848K -$124K -4,840 -13%
BSW
68
Buckingham Strategic Wealth
Missouri
$836K +$836K +32,755 New
MWA
69
MFA Wealth Advisors
Pennsylvania
$833K +$833K +32,865 New
SC
70
Scotia Capital
Ontario, Canada
$803K -$1.91K -75 -0.2%
B
71
Bridgeworth
Alabama
$796K -$85.7K -3,360 -10%
AllianceBernstein
72
AllianceBernstein
Tennessee
$794K +$794K +31,100 New
SPIA
73
Steward Partners Investment Advisory
New York
$784K +$323K +12,675 +70%
CTC
74
Central Trust Company
Missouri
$732K +$135K +5,275 +23%
Creative Planning
75
Creative Planning
Kansas
$716K +$55.2K +2,160 +8%
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3
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