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Invesco FTSE RAFI US 1500 Small-Mid ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$60M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 162160 (-2)

1.5% less ownership

Funds ownership: 309.16%307.65% (-1.5%)

58% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 67

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
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
76
Badgley, Phelps & Bell
Washington
$572K -$12.4M -490,325 -96%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$554K -$421K -16,675 -43%
WCF
78
West Coast Financial
California
$549K -$9.96K -395 -2%
CGL
79
Clarius Group LLC
Washington
$517K
FAIM
80
Financial Advocates Investment Management
Washington
$473K -$20.8K -825 -4%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$470K
N
82
Natixis
France
$467K -$29.9K -1,185 -6%
DADC
83
D.A. Davidson & Co
Montana
$457K -$6.18K -245 -1%
HCA
84
Harbour Capital Advisors
Virginia
$406K
JMPWA
85
JP Morgan Private Wealth Advisors
California
$406K +$9.46K +375 +2%
HB
86
Homrich & Berg
Georgia
$399K
SWM
87
SVA Wealth Management
Wisconsin
$394K
ACP
88
Aviance Capital Partners
Florida
$394K +$391K +15,505 New
SWP
89
Stratos Wealth Partners
Ohio
$393K -$108K -4,270 -22%
HA
90
Harborview Advisors
Maine
$368K -$6.3K -250 -2%
BJL
91
Brighton Jones LLC
Washington
$363K -$14.9K -590 -4%
Bank of Nova Scotia
92
Bank of Nova Scotia
Ontario, Canada
$356K -$25.7K -1,020 -7%
CAM
93
Cidel Asset Management
Ontario, Canada
$345K +$342K +13,580 New
SBL
94
Sargent Bickham Lagudis
Colorado
$343K
Northern Trust
95
Northern Trust
Illinois
$325K +$8.83K +350 +3%
BSWM
96
Boston Standard Wealth Management
Massachusetts
$319K -$43.4K -1,720 -12%
SG
97
StoneX Group
New York
$314K -$33.9K -1,345 -10%
MWM
98
Mascoma Wealth Management
New Hampshire
$312K
SCA
99
Snowden Capital Advisors
New York
$308K -$1.64K -65 -0.5%
FHB
100
First Hawaiian Bank
Hawaii
$307K