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Invesco FTSE RAFI US 1500 Small-Mid ETF

151 hedge funds and large institutions have $805M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-17
Holders Change %
-10.12%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
19
Increased
34
Reduced
64
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
126
Glassman Wealth Services
Virginia
$24K +$24K +1,360 New
PCTC
127
Perkins Coie Trust Company
Washington
$20K
SMG
128
Spectrum Management Group
Indiana
$17K
AF
129
Advisornet Financial
Minnesota
$16K
GWM
130
Geneos Wealth Management
Colorado
$16K
VNA
131
Valley National Advisers
Pennsylvania
$16K
EWM
132
EPG Wealth Management
Georgia
$15K
CCM
133
Covington Capital Management
California
$12K
SFS
134
Sowell Financial Services
Arkansas
$11K
FANJ
135
Financial Architects (New Jersey)
New Jersey
$11K +$6.97K +380 +173%
William Blair & Company
136
William Blair & Company
Illinois
$10K +$10K +570 New
CAC
137
Certified Advisory Corp
Florida
$9K +$88 +5 +1%
HWA
138
HHM Wealth Advisors
Tennessee
$9K +$9K +530 New
TIM
139
Tortoise Investment Management
New York
$8K
BFEC
140
Benjamin F. Edwards & Company
Missouri
$5K
CIAS
141
Capital Investment Advisory Services
North Carolina
$5K
HS
142
Horan Securities
United States
$5K +$5K +270 New
ARMC
143
American Research & Management Company
Massachusetts
$4K
EW
144
Evoke Wealth
California
$3.76K +$3.76K +210 New
SF
145
Synovus Financial
Georgia
$3K
LDFR
146
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
BlackRock
147
BlackRock
New York
$2K -$10.5K -605 -84%
ME
148
McIlrath & Eck
Washington
$2K
SL
149
Savior LLC
Massachusetts
$1K
WT
150
Whittier Trust
California
$1K