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

163 hedge funds and large institutions have $1.25B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
53
Reduced
54
Closed
18
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$537K

Top Buyers

1
CPO
1
Cerity Partners OCIO
New York
$65.4M
2
WA
2
Waddell & Associates
Tennessee
$35M
3
CSIA
3
Charles Schwab Investment Advisory
California
$300M
4
PI
4
PFS Investments
Georgia
$15.6M
5
PAG
5
Private Advisor Group
New Jersey
$3.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.1M
3
Invesco
3
Invesco
Georgia
$103M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.25M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$11K – – –
LF
152
Lee Financial
Texas
$10K +$10K +390 New
KTC
153
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
CIAS
154
Capital Investment Advisory Services
North Carolina
$7K – – –
HS
155
Horan Securities
United States
$7K – – –
ARMC
156
American Research & Management Company
Massachusetts
$6K – – –
SF
157
Synovus Financial
Georgia
$4K – – –
LDFR
158
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
NWM
159
Northwest Wealth Management
Iowa
$3K – – –
BlackRock
160
BlackRock
New York
$3K – – –
HGWM
161
Harvest Group Wealth Management
Massachusetts
$2K +$2K +80 New
GT
162
Glenmede Trust
Pennsylvania
$1.11K -$168 -6,575 -13%
Jane Street
163
Jane Street
New York
– -$4.43M -194,680 Closed
Bessemer Group
164
Bessemer Group
New Jersey
– -$1.55M -68,080 Closed
Renaissance Technologies
165
Renaissance Technologies
New York
– -$932K -41,000 Closed
MHS
166
M Holdings Securities
Oregon
– -$835K -36,735 Closed
ACP
167
Aviance Capital Partners
Florida
– -$527K -23,210 Closed
TSS
168
Two Sigma Securities
New York
– -$313K -13,780 Closed
EFS
169
Essex Financial Services
Connecticut
– -$310K -13,655 Closed
RIG
170
Roosevelt Investment Group
New York
– -$236K -10,375 Closed
BAC
171
Boys Arnold & Co
North Carolina
– -$219K -9,695 Closed
AIC
172
Ameritas Investment Company
Nebraska
– -$73K -3,215 Closed
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
– -$65K -2,855 Closed
BCA
174
Bray Capital Advisors
Florida
– -$31K -1,365 Closed
FHA
175
First Horizon Advisors
Tennessee
– -$30K -1,340 Closed
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