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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 %
CCM
101
Carlson Capital Management
Minnesota
$285K – – –
Fiera Capital (Canada)
102
Fiera Capital (Canada)
Quebec, Canada
$283K – – –
EK
103
Evensky & Katz
Florida
$276K +$276K +10,890 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$267K -$4.58K -180 -2%
AIA
105
AIMZ Investment Advisors
California
$267K – – –
PAS
106
Park Avenue Securities
New York
$267K +$267K +10,500 New
SFM
107
Signet Financial Management
New Jersey
$243K -$39.9K -1,500 -14%
EWA
108
Exencial Wealth Advisors
Oklahoma
$239K – – –
LNC
109
Lincoln National Corp
Pennsylvania
$222K – – –
G
110
GenTrust
Florida
$217K -$1.78K -70 -0.8%
Brown Advisory
111
Brown Advisory
Maryland
$203K – – –
IWM
112
IHT Wealth Management
Illinois
$201K +$201K +7,905 New
CWM
113
Cornerstone Wealth Management
Missouri
$200K +$888 +35 +0.4%
Citigroup
114
Citigroup
New York
$184K -$380 -15 -0.2%
VFA
115
Valeo Financial Advisors
Indiana
$123K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$122K – – –
CMBA
117
C.M. Bidwell & Associates
Hawaii
$96K – – –
LGWM
118
Litman Gregory Wealth Management
California
$68K – – –
PCG
119
Private Capital Group
Connecticut
$64K -$4.86K -190 -7%
WCM
120
Whitener Capital Management
North Carolina
$59K – – –
CWM
121
Cedar Wealth Management
California
$52K – – –
SIAS
122
Shine Investment Advisory Services
Colorado
$52K – – –
ASN
123
Advisory Services Network
Georgia
$44K – – –
FHA
124
Flagship Harbor Advisors
Massachusetts
$43K -$1.9K -75 -4%
MWP
125
MYCIO Wealth Partners
Pennsylvania
$38K – – –
3 4
5
6 7