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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.

New
Increased
Maintained
Reduced
Closed
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 %
SSW
126
Smith Shellnut Wilson
Mississippi
$83K +$83K +3,250 New
FNC
127
First National Corp
Massachusetts
$72K – – –
LGWM
128
Litman Gregory Wealth Management
California
$69K – – –
PCG
129
Private Capital Group
Connecticut
$64K -$4.86K -190 -7%
FHA
130
Flagship Harbor Advisors
Massachusetts
$64K -$1.27K -50 -2%
WCM
131
Whitener Capital Management
North Carolina
$59K – – –
VFA
132
Valeo Financial Advisors
Indiana
$54K -$22.1K -870 -29%
SIAS
133
Shine Investment Advisory Services
Colorado
$52K – – –
ASN
134
Advisory Services Network
Georgia
$44K – – –
RCAG
135
Rehmann Capital Advisory Group
Michigan
$42.6K +$42.6K +1,670 New
Deutsche Bank
136
Deutsche Bank
Germany
$38K +$38K +1,500 New
GWMIA
137
Global Wealth Management Investment Advisory
Florida
$38K +$38K +1,500 New
WTB
138
Washington Trust Bank
Washington
$35K – – –
IA
139
IFP Advisors
Florida
$33K +$25.9K +1,025 +366%
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$32K -$4.17K -165 -12%
VNA
141
Valley National Advisers
Pennsylvania
$32K – – –
JFA
142
JNBA Financial Advisors
Minnesota
$32K – – –
ME
143
McIlrath & Eck
Washington
$31K – – –
PCTC
144
Perkins Coie Trust Company
Washington
$28K – – –
GWM
145
Geneos Wealth Management
Colorado
$23K – – –
AF
146
Advisornet Financial
Minnesota
$22K – – –
MAU
147
MRA Associates USA
Arizona
$18.4K +$1.4K +55 +8%
CCM
148
Covington Capital Management
California
$17K – – –
CAC
149
Certified Advisory Corp
Florida
$13K +$3.86K +150 +42%
MA
150
MUFG Americas
New York
$12K +$12K +480 New
4 5
6
7 8