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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 %
RWM
101
Ritholtz Wealth Management
New York
$319K +$17.1K +750 +6%
TSS
102
Two Sigma Securities
New York
$313K +$313K +13,780 New
EFS
103
Essex Financial Services
Connecticut
$310K -$774K -34,105 -71%
SCA
104
Snowden Capital Advisors
New York
$307K -$44.1K -1,940 -13%
SBL
105
Sargent Bickham Lagudis
Colorado
$307K – – –
Northern Trust
106
Northern Trust
Illinois
$276K -$3.6M -158,000 -93%
Stifel Financial
107
Stifel Financial
Missouri
$276K -$40.3K -1,775 -13%
FHB
108
First Hawaiian Bank
Hawaii
$275K – – –
SFM
109
Signet Financial Management
New Jersey
$257K +$66.7K +2,930 +35%
CCM
110
Carlson Capital Management
Minnesota
$256K +$24.9K +1,095 +11%
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$254K – – –
CA
112
Cetera Advisors
Colorado
$249K -$142K -6,290 -36%
AIA
113
AIMZ Investment Advisors
California
$239K – – –
RIG
114
Roosevelt Investment Group
New York
$236K – – –
G
115
GenTrust
Florida
$225K -$158K -6,975 -41%
BAC
116
Boys Arnold & Co
North Carolina
$219K -$152K -6,750 -41%
EWA
117
Exencial Wealth Advisors
Oklahoma
$214K – – –
IWM
118
IHT Wealth Management
Illinois
$208K +$208K +9,135 New
Citigroup
119
Citigroup
New York
$178K +$9.2K +405 +5%
ESB
120
Essex Savings Bank
Connecticut
$130K +$130K +5,740 New
RFC
121
Regions Financial Corp
Alabama
$126K – – –
CMBA
122
C.M. Bidwell & Associates
Hawaii
$115K +$29K +1,280 +34%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$109K -$11.4K -500 -9%
AIC
124
Ameritas Investment Company
Nebraska
$73K +$73K +3,215 New
VFA
125
Valeo Financial Advisors
Indiana
$68K – – –
3 4
5
6 7