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Invesco FTSE RAFI US 1500 Small-Mid ETF

162 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
14
Increased
41
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$1.72M -$170K -6,655 -9%
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$1.7M +$1.28K +50 +0.1%
WCM
53
WealthBridge Capital Management
Ohio
$1.58M -$43.1K -1,895 -3%
PWP
54
Principle Wealth Partners
Connecticut
$1.54M -$184K -7,215 -11%
FMWA
55
Forvis Mazars Wealth Advisors
Missouri
$1.49M -$50.3K -1,970 -3%
SWM
56
Shakespeare Wealth Management
Wisconsin
$1.47M -$54.4K -2,130 -4%
MHS
57
M Holdings Securities
Oregon
$1.38M +$1.38M +54,180 New
TA
58
Tiedemann Advisors
New York
$1.35M -$336K -13,140 -20%
SSWM
59
Sheets Smith Wealth Management
North Carolina
$1.28M -$31.9K -1,250 -2%
EWM
60
Evercore Wealth Management
New York
$1.23M
SPIA
61
Steward Partners Investment Advisory
New York
$1.15M +$370K +14,480 +47%
PWM
62
Perigon Wealth Management
California
$1.15M -$30.3K -1,185 -3%
RJT
63
Raymond James Trust
Florida
$1.04M +$150K +5,875 +17%
SWP
64
Strategic Wealth Partners
Ohio
$988K -$401K -15,685 -29%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$983K +$128 +5 +0%
PAG
66
Private Advisor Group
New Jersey
$953K -$2.07M -81,140 -69%
VF
67
Virtu Financial
New York
$884K +$884K +34,630 New
MSWMA
68
Market Street Wealth Management Advisors
Indiana
$870K -$4.94K -190 -0.6%
B
69
Bridgeworth
Alabama
$815K +$18.5K +725 +2%
SC
70
Scotia Capital
Ontario, Canada
$797K -$7.66K -300 -1%
BSW
71
Buckingham Strategic Wealth
Missouri
$787K -$49K -1,920 -6%
Creative Planning
72
Creative Planning
Kansas
$782K +$66.2K +2,595 +9%
CCA
73
Clearwater Capital Advisors
Illinois
$775K -$73.6K -2,880 -9%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$757K +$51.6K +2,020 +7%
PCFFS
75
Pacific Center for Financial Services
California
$723K +$9.06K +355 +1%