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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 %
IFWM
76
Institute for Wealth Management
Colorado
$666K – – –
EPA
77
Element Pointe Advisors
Florida
$665K – – –
ACP
78
Aviance Capital Partners
Florida
$644K +$220K +8,060 +52%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$596K – – –
CGL
80
Clarius Group LLC
Washington
$559K – – –
WCF
81
West Coast Financial
California
$550K -$41K -1,500 -7%
BPB
82
Badgley, Phelps & Bell
Washington
$543K -$72.9K -2,665 -12%
CTC
83
Central Trust Company
Missouri
$515K -$114K -4,180 -18%
GT
84
Glenmede Trust
Pennsylvania
$511K +$9.01K +330 +2%
FAIM
85
Financial Advocates Investment Management
Washington
$510K – – –
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$507K – – –
N
87
Natixis
France
$501K -$1.78K -65 -0.4%
DADC
88
D.A. Davidson & Co
Montana
$483K -$9.3K -340 -2%
HCA
89
Harbour Capital Advisors
Virginia
$437K – – –
HB
90
Homrich & Berg
Georgia
$430K – – –
BJL
91
Brighton Jones LLC
Washington
$408K +$17.1K +625 +4%
Stifel Financial
92
Stifel Financial
Missouri
$405K -$573K -20,970 -59%
SSWM
93
Sheets Smith Wealth Management
North Carolina
$399K -$968K -35,405 -71%
WG
94
Welch Group
Alabama
$398K +$398K +14,565 New
HA
95
Harborview Advisors
Maine
$396K -$410 -15 -0.1%
SWP
96
Stratos Wealth Partners
Ohio
$384K -$39.2K -1,435 -9%
SBL
97
Sargent Bickham Lagudis
Colorado
$369K – – –
WFA
98
Wade Financial Advisory
California
$368K +$368K +13,465 New
Northern Trust
99
Northern Trust
Illinois
$367K +$16.4K +600 +5%
JPMPWA
100
J.P. Morgan Private Wealth Advisors
California
$365K -$72.3K -2,645 -17%
2 3
4
5 6