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

168 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
25
Increased
45
Reduced
58
Closed
14
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
+$100K

Top Buyers

1
RJA
Raymond James & Associates
Florida
$49.4M
2
IAA
Independent Advisor Alliance
North Carolina
$7.84M
3
AAS
Avantax Advisory Services
Texas
$2.48M
4
HighTower Advisors
HighTower Advisors
Illinois
$10.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.8M

Top Sellers

1
CPO
Cerity Partners OCIO
New York
$7.15M
2
TC
Trilogy Capital
California
$344K
3
UBS Group
UBS Group
Switzerland
$20.5M
4
CSIA
Charles Schwab Investment Advisory
California
$335M
5
Citadel Advisors
Citadel Advisors
Florida
$837K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
151
Sowell Financial Services
Arkansas
$17K – – –
HR
152
Howe & Rusling
New York
$17K +$17K +615 New
EK
153
Evensky & Katz
Florida
$14K -$271K -10,355 -95%
CAC
154
Certified Advisory Corp
Florida
$14K – – –
MA
155
MUFG Americas
New York
$13K – – –
TIM
156
Tortoise Investment Management
New York
$11K – – –
EI
157
Ellevest Inc
New York
$10K – – –
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$8K – – –
ARMC
159
American Research & Management Company
Massachusetts
$7K – – –
CIAS
160
Capital Investment Advisory Services
North Carolina
$7K – – –
BFEC
161
Benjamin F. Edwards & Company
Missouri
$7K +$137 +5 +2%
FANJ
162
Financial Architects (New Jersey)
New Jersey
$6K – – –
SF
163
Synovus Financial
Georgia
$5K – – –
LDFR
164
Lehman & Derafelo Financial Resources
Pennsylvania
$5K – – –
ME
165
McIlrath & Eck
Washington
$3K -$35.1K -1,110 -92%
WT
166
Whittier Trust
California
$1K -$2.44K -110 -71%
SL
167
Savior LLC
Massachusetts
$1K +$1K +30 New
SHWM
168
Silicon Hills Wealth Management
Texas
$136 +$136 +25 New
PWAG
169
Polaris Wealth Advisory Group
California
– -$3.12M -126,415 Closed
SWP
170
Strategic Wealth Partners
Ohio
– -$841 -33,755 Closed
CAM
171
Cidel Asset Management
Ontario, Canada
– -$345K -13,580 Closed
WCM
172
Whitener Capital Management
North Carolina
– -$59K -2,330 Closed
AIC
173
Ameritas Investment Company
Nebraska
– -$35K -1,380 Closed
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
– -$32K -1,250 Closed
AWMS
175
Advocacy Wealth Management Services
Georgia
– -$30K -1,185 Closed
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