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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 Market Value Shares Shares
Change 		Shares
Change %
UB
101
UMB Bank
Missouri
$360K 13,160 -2,600 -16%
BSWM
102
Boston Standard Wealth Management
Massachusetts
$345K 12,605 +25 +0.2%
TC
103
Trilogy Capital
California
$344K 12,630 -697,500 -98%
Bank of Nova Scotia
104
Bank of Nova Scotia
Ontario, Canada
$343K 12,565 -1,470 -10%
SWM
105
SVA Wealth Management
Wisconsin
$340K 12,425 -3,080 -20%
WR
106
Watson Rebecca
$336K 12,275 +12,275 New
TAM
107
Townsend Asset Management
North Carolina
$334K 12,220 +12,220 New
FHB
108
First Hawaiian Bank
Hawaii
$330K 12,090 – –
SCA
109
Snowden Capital Advisors
New York
$327K 11,950 -170 -1%
CCM
110
Carlson Capital Management
Minnesota
$307K 11,245 – –
Fiera Capital (Canada)
111
Fiera Capital (Canada)
Quebec, Canada
$305K 11,155 – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$298K 10,900 +395 +4%
PAS
113
Park Avenue Securities
New York
$288K 10,535 +35 +0.3%
AIA
114
AIMZ Investment Advisors
California
$287K 10,500 – –
PMFA
115
Plante Moran Financial Advisors
Michigan
$276K 10,105 +10,105 New
QWM
116
QP Wealth Management
New Jersey
$262K 9,790 +9,790 New
IWM
117
IHT Wealth Management
Illinois
$260K 9,525 +1,620 +20%
EWA
118
Exencial Wealth Advisors
Oklahoma
$257K 9,400 – –
CWM
119
Cornerstone Wealth Management
Missouri
$256K 9,345 +1,460 +19%
VFA
120
Valeo Financial Advisors
Indiana
$249K 9,090 +4,225 +87%
SG
121
StoneX Group
New York
$248K 9,080 -3,305 -27%
SFM
122
Signet Financial Management
New Jersey
$244K 8,940 -190 -2%
PCA
123
Personal Capital Advisors
California
$244K 8,935 +8,935 New
LNC
124
Lincoln National Corp
Pennsylvania
$230K 8,410 -350 -4%
G
125
GenTrust
Florida
$223K 8,155 -380 -4%
3 4
5
6 7