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

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.

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

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$17.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$318M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.47M
4
CPO
4
Cerity Partners OCIO
New York
$75.4M
5
WA
5
Waverly Advisors
Alabama
$27.5M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
BPB
2
Badgley, Phelps & Bell
Washington
$572K
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
Invesco
4
Invesco
Georgia
$91.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
51
Forvis Mazars Wealth Advisors
Missouri
$1.47M -$7.62K -300 -0.5%
SWM
52
Shakespeare Wealth Management
Wisconsin
$1.44M -$20.7K -815 -1%
TRCT
53
Tower Research Capital (TRC)
New York
$1.35M -$359K -14,135 -21%
SPIA
54
Steward Partners Investment Advisory
New York
$1.31M +$160K +6,295 +14%
PWM
55
Perigon Wealth Management
California
$1.29M +$147K +5,800 +13%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$1.27M -$2.03K -80 -0.2%
PWP
57
Principle Wealth Partners
Connecticut
$1.23M -$300K -11,815 -20%
EWM
58
Evercore Wealth Management
New York
$1.21M -$5.2K -205 -0.4%
RJT
59
Raymond James Trust
Florida
$1.04M +$5.97K +235 +0.6%
Stifel Financial
60
Stifel Financial
Missouri
$910K +$249K +9,800 +38%
UCFA
61
United Capital Financial Advisors
Texas
$834K +$187K +7,350 +29%
PAG
62
Private Advisor Group
New Jersey
$831K -$116K -4,555 -12%
MSWMA
63
Market Street Wealth Management Advisors
Indiana
$822K -$28.6K -1,125 -3%
B
64
Bridgeworth
Alabama
$811K – – –
SC
65
Scotia Capital
Ontario, Canada
$784K -$8.25K -325 -1%
BSW
66
Buckingham Strategic Wealth
Missouri
$783K – – –
Creative Planning
67
Creative Planning
Kansas
$779K +$1.02K +40 +0.1%
CCA
68
Clearwater Capital Advisors
Illinois
$762K -$8.12K -320 -1%
TA
69
Tiedemann Advisors
New York
$740K -$598K -23,575 -45%
MIH
70
Madison Investment Holdings
Wisconsin
$702K – – –
PCFFS
71
Pacific Center for Financial Services
California
$694K -$24.6K -970 -3%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$619K -$21.5K -845 -3%
IFWM
73
Institute for Wealth Management
Colorado
$618K – – –
EPA
74
Element Pointe Advisors
Florida
$617K – – –
CTC
75
Central Trust Company
Missouri
$584K -$122K -4,800 -17%
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3
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