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Invesco FTSE RAFI US 1500 Small-Mid ETF

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

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $1.26B → $1.2B (-$60M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 162160 (-2)

1.5% less ownership

Funds ownership: 309.16%307.65% (-1.5%)

58% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 67

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
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
126
Ameritas Investment Company
Nebraska
$35K +$34.8K +1,380 New
VNA
127
Valley National Advisers
Pennsylvania
$32K
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$32K +$31.5K +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 +$25.2K +1,000 New
GWM
133
Geneos Wealth Management
Colorado
$23K
AF
134
Advisornet Financial
Minnesota
$22K
HNB
135
Huntington National Bank
Ohio
$22K
BlackRock
136
BlackRock
New York
$18K +$15.3K +605 +526%
CCM
137
Covington Capital Management
California
$16K
SFS
138
Sowell Financial Services
Arkansas
$15K +$15.3K +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 +$10.8K +430 New
KTC
143
Kistler-Tiffany Companies
Pennsylvania
$9K
EI
144
Ellevest Inc
New York
$9K +$9.21K +365 New
MAU
145
MRA Associates USA
Arizona
$7.49K -$10.7K -425 -59%
JP Morgan Chase
146
JP Morgan Chase
New York
$7K -$24.8K -985 -78%
CIAS
147
Capital Investment Advisory Services
North Carolina
$7K
HS
148
Horan Securities
United States
$7K
ARMC
149
American Research & Management Company
Massachusetts
$6K
BFEC
150
Benjamin F. Edwards & Company
Missouri
$6K