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Invesco FTSE RAFI US 1500 Small-Mid ETF

162 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
14
Increased
41
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
126
Private Capital Group
Connecticut
$75K +$5.3K +190 +8%
LGWM
127
Litman Gregory Wealth Management
California
$69K
WCM
128
Whitener Capital Management
North Carolina
$59K
SIAS
129
Shine Investment Advisory Services
Colorado
$52K
CWM
130
Cedar Wealth Management
California
$52K +$52K +2,030 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$45K -$19.1K -750 -30%
ASN
132
Advisory Services Network
Georgia
$44K
RCAG
133
Rehmann Capital Advisory Group
Michigan
$42.6K
ACA
134
Atlas Capital Advisors
Wyoming
$41.9K +$41.9K +1,640 New
MWP
135
MYCIO Wealth Partners
Pennsylvania
$38K +$38K +1,480 New
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$32K
VNA
137
Valley National Advisers
Pennsylvania
$32K
ME
138
McIlrath & Eck
Washington
$31K
AWMS
139
Advocacy Wealth Management Services
Georgia
$30K +$30K +1,185 New
PCTC
140
Perkins Coie Trust Company
Washington
$28K
GWM
141
Geneos Wealth Management
Colorado
$23K
HNB
142
Huntington National Bank
Ohio
$22K
AF
143
Advisornet Financial
Minnesota
$22K
MAU
144
MRA Associates USA
Arizona
$18.4K
CCM
145
Covington Capital Management
California
$17K
CAC
146
Certified Advisory Corp
Florida
$13K
MA
147
MUFG Americas
New York
$12K
TIM
148
Tortoise Investment Management
New York
$11K
LF
149
Lee Financial
Texas
$10K
KTC
150
Kistler-Tiffany Companies
Pennsylvania
$9K