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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.

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
1
Charles Schwab Investment Advisory
California
$264M
2
WA
2
Waddell & Associates
Tennessee
$26.4M
3
CCP
3
Cardan Capital Partners
Colorado
$15.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.9M
2
EC
2
Estate Counselors
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$55.1M
4
RCA
4
Rowland Carmichael Advisors
Arizona
$2.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$648K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$264M 2,318,322 +1,852,411 +398%
Bank of America
2
Bank of America
North Carolina
$122M 1,074,594 +38,348 +4%
Invesco
3
Invesco
Georgia
$97.7M 859,244 -34,299 -4%
HT
4
Hefren-Tillotson
Pennsylvania
$67.5M 593,793 +20,451 +4%
Mariner
5
Mariner
Kansas
$59.7M 524,930 -6,351 -1%
Morgan Stanley
6
Morgan Stanley
New York
$55.1M 484,512 -79,781 -14%
CPO
7
Cerity Partners OCIO
New York
$51.6M 453,833 +34,165 +8%
UBS Group
8
UBS Group
Switzerland
$27.4M 240,835 -359 -0.1%
WA
9
Waddell & Associates
Tennessee
$26.4M 231,864 +231,864 New
RJA
10
Raymond James & Associates
Florida
$25M 219,778 +8,760 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.3M 204,962 +101,577 +98%
WA
12
Waverly Advisors
Alabama
$22.6M 199,037 -7,438 -4%
LPT
13
Legacy Private Trust
Wisconsin
$21.3M 187,358 -7,618 -4%
Ameriprise
14
Ameriprise
Minnesota
$20.8M 183,403 +30,150 +20%
TC
15
Trilogy Capital
California
$15.9M 139,756 +1,636 +1%
CCP
16
Cardan Capital Partners
Colorado
$15.8M 138,706 +138,706 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$15M 128,481 +121,909 +1,855%
Wells Fargo
18
Wells Fargo
California
$13.9M 122,421 -117,847 -49%
PI
19
PFS Investments
Georgia
$11.3M 93,929 +8,877 +10%
BPB
20
Badgley, Phelps & Bell
Washington
$10.8M 94,854 +4,287 +5%
CAN
21
Cetera Advisor Networks
California
$9.27M 81,544 +6,603 +9%
LPL Financial
22
LPL Financial
California
$9.17M 80,672 +1,139 +1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.1M 80,070 +5,393 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.89M 69,460 +367 +0.5%
DPA
25
Delphi Private Advisors
California
$7.64M 67,220 -8,520 -11%
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