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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 %
BPB
76
Badgley, Phelps & Bell
Washington
$572K -$12.5M -490,325 -96%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$554K -$424K -16,675 -43%
WCF
78
West Coast Financial
California
$549K -$10K -395 -2%
CGL
79
Clarius Group LLC
Washington
$517K – – –
FAIM
80
Financial Advocates Investment Management
Washington
$473K -$20.9K -825 -4%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$470K – – –
N
82
Natixis
France
$467K -$30.1K -1,185 -6%
DADC
83
D.A. Davidson & Co
Montana
$457K -$6.22K -245 -1%
HCA
84
Harbour Capital Advisors
Virginia
$406K – – –
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$406K +$9.51K +375 +2%
HB
86
Homrich & Berg
Georgia
$399K – – –
SWM
87
SVA Wealth Management
Wisconsin
$394K – – –
ACP
88
Aviance Capital Partners
Florida
$394K +$394K +15,505 New
SWP
89
Stratos Wealth Partners
Ohio
$393K -$108K -4,270 -22%
HA
90
Harborview Advisors
Maine
$368K -$6.34K -250 -2%
BJL
91
Brighton Jones LLC
Washington
$363K -$15K -590 -4%
Bank of Nova Scotia
92
Bank of Nova Scotia
Ontario, Canada
$356K -$25.9K -1,020 -7%
CAM
93
Cidel Asset Management
Ontario, Canada
$345K +$345K +13,580 New
SBL
94
Sargent Bickham Lagudis
Colorado
$343K – – –
Northern Trust
95
Northern Trust
Illinois
$325K +$8.89K +350 +3%
BSWM
96
Boston Standard Wealth Management
Massachusetts
$319K -$43.6K -1,720 -12%
SG
97
StoneX Group
New York
$314K -$34.1K -1,345 -10%
MWM
98
Mascoma Wealth Management
New Hampshire
$312K – – –
SCA
99
Snowden Capital Advisors
New York
$308K -$1.65K -65 -0.5%
FHB
100
First Hawaiian Bank
Hawaii
$307K – – –
2 3
4
5 6