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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 Holding Trade Value Shares
Change 		Shares
Change %
ECG
51
EPIQ Capital Group
California
$1.68M +$1.68M +61,455 New
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$957 +35 +0.1%
SPIA
53
Steward Partners Investment Advisory
New York
$1.56M +$150K +5,475 +11%
MHS
54
M Holdings Securities
Oregon
$1.51M +$1.51M +55,380 New
PWM
55
Perigon Wealth Management
California
$1.5M +$114K +4,180 +8%
EWM
56
Evercore Wealth Management
New York
$1.4M +$93.4K +3,415 +7%
SWM
57
Shakespeare Wealth Management
Wisconsin
$1.36M -$192K -7,015 -12%
CFA
58
Carroll Financial Associates
North Carolina
$1.15M -$465K -16,990 -29%
RJT
59
Raymond James Trust
Florida
$1.14M +$22K +805 +2%
PWP
60
Principle Wealth Partners
Connecticut
$1.07M -$256K -9,350 -19%
Goldman Sachs
61
Goldman Sachs
New York
$1.02M +$1.02M +37,395 New
MAM
62
Madison Asset Management
Wisconsin
$911K +$911K +33,315 New
Creative Planning
63
Creative Planning
Kansas
$909K +$70.5K +2,580 +8%
PAG
64
Private Advisor Group
New Jersey
$896K +$957 +35 +0.1%
AC
65
AlphaCore Capital
California
$879K +$879K +32,135 New
UCFA
66
United Capital Financial Advisors
Texas
$863K -$35.1K -1,285 -4%
B
67
Bridgeworth
Alabama
$860K -$12.8K -470 -1%
MSWMA
68
Market Street Wealth Management Advisors
Indiana
$839K -$46.2K -1,690 -5%
Citadel Advisors
69
Citadel Advisors
Florida
$837K -$5.32M -194,670 -86%
SC
70
Scotia Capital
Ontario, Canada
$818K -$28.1K -1,025 -3%
BSW
71
Buckingham Strategic Wealth
Missouri
$801K -$42.4K -1,550 -5%
TA
72
Tiedemann Advisors
New York
$797K – – –
CCA
73
Clearwater Capital Advisors
Illinois
$786K -$34.6K -1,265 -4%
PCFFS
74
Pacific Center for Financial Services
California
$748K +$410 +15 +0.1%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$687K +$20.9K +765 +3%
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3
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