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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.

New
Increased
Maintained
Reduced
Closed
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
Ladenburg Thalmann Financial Services
Florida
$17.8M
2
CSIA
Charles Schwab Investment Advisory
California
$318M
3
HighTower Advisors
HighTower Advisors
Illinois
$7.47M
4
CPO
Cerity Partners OCIO
New York
$75.4M
5
WA
Waverly Advisors
Alabama
$27.5M

Top Sellers

1
PI
PFS Investments
Georgia
$0
2
BPB
Badgley, Phelps & Bell
Washington
$572K
3
Ameriprise
Ameriprise
Minnesota
$10.6M
4
Invesco
Invesco
Georgia
$91.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Ameritas Investment Company
Nebraska
$35K +$35K +1,380 New
VNA
127
Valley National Advisers
Pennsylvania
$32K – – –
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$32K +$32K +1,250 New
ME
129
McIlrath & Eck
Washington
$31K – – –
AWMS
130
Advocacy Wealth Management Services
Georgia
$30K – – –
PCTC
131
Perkins Coie Trust Company
Washington
$28K – – –
IA
132
IFP Advisors
Florida
$25K +$25K +1,000 New
GWM
133
Geneos Wealth Management
Colorado
$23K – – –
HNB
134
Huntington National Bank
Ohio
$22K -$22K – –
AF
135
Advisornet Financial
Minnesota
$22K – – –
BlackRock
136
BlackRock
New York
$18K +$15.1K +605 +526%
CCM
137
Covington Capital Management
California
$16K – – –
SFS
138
Sowell Financial Services
Arkansas
$15K +$15K +605 New
CAC
139
Certified Advisory Corp
Florida
$13K – – –
MA
140
MUFG Americas
New York
$12K – – –
TIM
141
Tortoise Investment Management
New York
$11K – – –
LWCFA
142
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11K +430 New
KTC
143
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
EI
144
Ellevest Inc
New York
$9K +$9K +365 New
MAU
145
MRA Associates USA
Arizona
$7.49K -$10.8K -425 -59%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$7K -$24.6K -985 -78%
CIAS
147
Capital Investment Advisory Services
North Carolina
$7K – – –
HS
148
Horan Securities
United States
$7K – – –
FANJ
149
Financial Architects (New Jersey)
New Jersey
$6K – – –
BFEC
150
Benjamin F. Edwards & Company
Missouri
$6K – – –
3 4 5
6
7