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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
$264M
2
CCP
Cardan Capital Partners
Colorado
$15.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.3M
5
AI
Accredited Investors
Minnesota
$7.31M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$13.9M
2
EC
Estate Counselors
Wisconsin
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.1M
4
RCA
Rowland Carmichael Advisors
Arizona
$2.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$648K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$65K +$65K +2,855 New
FNC
127
First National Corp
Massachusetts
$64K +$64K +2,815 New
LGWM
128
Litman Gregory Wealth Management
California
$61K – – –
PCG
129
Private Capital Group
Connecticut
$61K – – –
FHA
130
Flagship Harbor Advisors
Massachusetts
$58K -$68.5K -3,035 -54%
WCM
131
Whitener Capital Management
North Carolina
$52K – – –
SIAS
132
Shine Investment Advisory Services
Colorado
$47K +$47K +2,055 New
TRCT
133
Tower Research Capital (TRC)
New York
$41K -$1.51M -66,485 -97%
ASN
134
Advisory Services Network
Georgia
$39K – – –
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$33K -$248K -10,730 -88%
WTB
136
Washington Trust Bank
Washington
$31K – – –
BCA
137
Bray Capital Advisors
Florida
$31K +$31K +1,365 New
FHA
138
First Horizon Advisors
Tennessee
$30K +$30K +1,340 New
VNA
139
Valley National Advisers
Pennsylvania
$28K – – –
JFA
140
JNBA Financial Advisors
Minnesota
$28K +$28K +1,250 New
ME
141
McIlrath & Eck
Washington
$27K – – –
PCTC
142
Perkins Coie Trust Company
Washington
$25K – – –
AF
143
Advisornet Financial
Minnesota
$20K – – –
GWM
144
Geneos Wealth Management
Colorado
$20K +$16.3K +755 +444%
CCM
145
Covington Capital Management
California
$15K – – –
MAU
146
MRA Associates USA
Arizona
$15K +$15K +665 New
BCM
147
Brasada Capital Management
Texas
$12K – – –
MFW
148
Mosaic Family Wealth
Missouri
$12K +$12K +510 New
TIM
149
Tortoise Investment Management
New York
$10K – – –
CAC
150
Certified Advisory Corp
Florida
$8K – – –
4 5
6
7 8