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Invesco FTSE RAFI US 1500 Small-Mid ETF
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Overview Fund Activity

166 hedge funds and large institutions have $1.15B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.7%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
52
Reduced
49
Closed
18
Calls
$307K
Puts
–
Net Calls
+$307K
Net Calls Change
-$49K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$264M
2
CCP
Cardan Capital Partners
Colorado
$15.8M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$15M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$23.3M
5
AI
Accredited Investors
Minnesota
$7.31M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$13.9M
2
EC
Estate Counselors
Wisconsin
$0
3
Morgan Stanley
Morgan Stanley
New York
$55.1M
4
RCA
Rowland Carmichael Advisors
Arizona
$2.8M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$648K
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
151
Kistler-Tiffany Companies
Pennsylvania
$8K +$8K +360 New
HS
152
Horan Securities
United States
$7K – – –
IA
153
IFP Advisors
Florida
$6K -$94.4K -4,405 -94%
ARMC
154
American Research & Management Company
Massachusetts
$6K – – –
IIM
155
Ipswich Investment Management
Massachusetts
$6K +$6K +250 New
CIAS
156
Capital Investment Advisory Services
North Carolina
$6K +$6K +270 New
CAL
157
Capital Advisors Ltd
Ohio
$5K +$5K +200 New
SF
158
Synovus Financial
Georgia
$4K – – –
TWA
159
TCI Wealth Advisors
Arizona
$4K +$4K +165 New
LDFR
160
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$4K +175 New
BlackRock
161
BlackRock
New York
$3K – – –
NWM
162
Northwest Wealth Management
Iowa
$3K – – –
GT
163
Glenmede Trust
Pennsylvania
$1.14K -$75 -3,295 -6%
UB
164
UMB Bank
Missouri
$359 +$62 +2,710 +21%
EC
165
Estate Counselors
Wisconsin
– -$9.95M -349,550 Closed
PAG
166
Private Advisor Group
New Jersey
– -$4.04M -141,855 Closed
CF
167
Copperwynd Financial
Arizona
– -$3.43M -120,505 Closed
Goldman Sachs
168
Goldman Sachs
New York
– -$1.58M -55,500 Closed
MWA
169
MFA Wealth Advisors
Pennsylvania
– -$891K -34,710 Closed
WIA
170
Wealthstreet Investment Advisors
Texas
– -$502K -17,655 Closed
VF
171
Virtu Financial
New York
– -$310K -10,900 Closed
ACM
172
AlphaStar Capital Management
North Carolina
– -$282K -9,920 Closed
LNC
173
Lincoln National Corp
Pennsylvania
– -$253K -8,905 Closed
PFS
174
Prospera Financial Services
Texas
– -$241K -8,645 Closed
AW
175
ACG Wealth
Georgia
– -$227K -7,960 Closed
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