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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 %
BJL
101
Brighton Jones LLC
Washington
$380K +$255 +10 +0.1%
BSWM
102
Boston Standard Wealth Management
Massachusetts
$374K -$19.2K -740 -5%
SBL
103
Sargent Bickham Lagudis
Colorado
$344K – – –
MML Investors Services
104
MML Investors Services
Massachusetts
$332K -$213K -8,355 -39%
SCA
105
Snowden Capital Advisors
New York
$327K -$17.7K -695 -5%
FHB
106
First Hawaiian Bank
Hawaii
$308K – – –
SFM
107
Signet Financial Management
New Jersey
$304K +$7.49K +285 +3%
Northern Trust
108
Northern Trust
Illinois
$292K -$17.3K -680 -6%
CCM
109
Carlson Capital Management
Minnesota
$287K – – –
Fiera Capital (Canada)
110
Fiera Capital (Canada)
Quebec, Canada
$285K – – –
GLLW
111
Graves Light Lenhart Wealth
Virginia
$275K +$275K +10,780 New
AIA
112
AIMZ Investment Advisors
California
$268K – – –
G
113
GenTrust
Florida
$251K -$2.04K -80 -0.8%
EWA
114
Exencial Wealth Advisors
Oklahoma
$240K – – –
CA
115
Cetera Advisors
Colorado
$231K -$48.5K -1,915 -17%
PFS
116
Prospera Financial Services
Texas
$224K +$224K +8,515 New
LNC
117
Lincoln National Corp
Pennsylvania
$214K +$214K +8,395 New
IWM
118
IHT Wealth Management
Illinois
$212K -$21.2K -830 -9%
Citigroup
119
Citigroup
New York
$195K -$5.37K -210 -3%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$190K +$190K +7,440 +74,400%
ESB
121
Essex Savings Bank
Connecticut
$151K +$4.22K +165 +3%
RFC
122
Regions Financial Corp
Alabama
$141K – – –
CMBA
123
C.M. Bidwell & Associates
Hawaii
$130K – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$122K – – –
BSG
125
Black Swift Group
Colorado
$116K +$116K +4,535 New
3 4
5
6 7