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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.

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 %
WCF
76
West Coast Financial
California
$584K -$34.6K -1,520 -6%
IFWM
77
Institute for Wealth Management
Colorado
$554K +$554K +24,360 New
EWM
78
Evercore Wealth Management
New York
$544K – – –
EPA
79
Element Pointe Advisors
Florida
$544K +$544K +23,910 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$538K +$5.57K +245 +1%
CTC
81
Central Trust Company
Missouri
$532K +$28.4K +1,250 +6%
ACP
82
Aviance Capital Partners
Florida
$527K +$30.7K +1,350 +6%
LYV
83
Live Your Vision
Pennsylvania
$501K +$79.7K +3,270 +19%
FAIM
84
Financial Advocates Investment Management
Washington
$497K -$137K -6,015 -22%
MML Investors Services
85
MML Investors Services
Massachusetts
$485K +$166K +7,295 +52%
SWP
86
Stratos Wealth Partners
Ohio
$476K -$17.7K -780 -4%
CGL
87
Clarius Group LLC
Washington
$463K – – –
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$421K +$421K +18,535 New
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$413K +$413K +18,170 New
UCFA
90
United Capital Financial Advisors
Texas
$410K -$455 -20 -0.1%
SPIA
91
Steward Partners Investment Advisory
New York
$410K +$324K +14,265 +376%
SWM
92
SVA Wealth Management
Wisconsin
$406K – – –
B
93
Bridgeworth
Alabama
$391K -$56.2K -4,965 -13%
DADC
94
D.A. Davidson & Co
Montana
$390K +$3.53K +155 +0.9%
HCA
95
Harbour Capital Advisors
Virginia
$369K -$557K -24,475 -60%
WG
96
Welch Group
Alabama
$359K +$37.3K +1,640 +12%
HB
97
Homrich & Berg
Georgia
$357K – – –
N
98
Natixis
France
$352K +$341 +15 +0.1%
BSWM
99
Boston Standard Wealth Management
Massachusetts
$345K +$35K +1,540 +11%
BJL
100
Brighton Jones LLC
Washington
$338K +$3.52K +155 +1%
2 3
4
5 6