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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 %
PCFFS
76
Pacific Center for Financial Services
California
$714K -$3.7K -145 -0.5%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$706K -$21.2K -830 -3%
MIH
78
Madison Investment Holdings
Wisconsin
$706K +$45.2K +1,770 +7%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$705K +$101K +3,940 +17%
WCF
80
West Coast Financial
California
$634K -$21.7K -850 -3%
IFWM
81
Institute for Wealth Management
Colorado
$622K – – –
EPA
82
Element Pointe Advisors
Florida
$620K +$10.3K +405 +2%
LYV
83
Live Your Vision
Pennsylvania
$563K +$19.7K +745 +4%
FAIM
84
Financial Advocates Investment Management
Washington
$545K -$12.8K -500 -2%
SWP
85
Stratos Wealth Partners
Ohio
$525K -$9.7K -380 -2%
CGL
86
Clarius Group LLC
Washington
$519K – – –
N
87
Natixis
France
$499K +$105K +4,100 +27%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$473K – – –
DADC
89
D.A. Davidson & Co
Montana
$465K +$28.2K +1,105 +6%
UCFA
90
United Capital Financial Advisors
Texas
$463K +$3.19K +125 +0.7%
RWM
91
Ritholtz Wealth Management
New York
$433K +$74.7K +2,925 +21%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$427K -$1.05M -41,225 -71%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$427K -$36.3K -1,425 -8%
SWM
94
SVA Wealth Management
Wisconsin
$422K -$34.2K -1,340 -7%
HCA
95
Harbour Capital Advisors
Virginia
$414K – – –
UB
96
UMB Bank
Missouri
$402K – – –
HB
97
Homrich & Berg
Georgia
$401K – – –
WG
98
Welch Group
Alabama
$398K -$4.84K -190 -1%
Stifel Financial
99
Stifel Financial
Missouri
$393K +$83.2K +3,260 +27%
HA
100
Harborview Advisors
Maine
$390K +$390K +15,265 New
2 3
4
5 6