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Invesco FTSE RAFI US 1500 Small-Mid ETF

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.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.15B → $1.25B (+$101M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 54

2% less funds holding

Funds holding: 166163 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

12.08% less ownership

Funds ownership: 308.44%296.36% (-12%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $230K

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
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Brasada Capital Management
Texas
-$12K -530 Closed
MFW
177
Mosaic Family Wealth
Missouri
-$12K -510 Closed
IIM
178
Ipswich Investment Management
Massachusetts
-$6K -250 Closed
CAL
179
Capital Advisors Ltd
Ohio
-$5K -200 Closed
TWA
180
TCI Wealth Advisors
Arizona
-$4K -165 Closed