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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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$300M 2,354,301 +35,979 +2%
Bank of America
2
Bank of America
North Carolina
$136M 1,064,973 -9,621 -0.9%
Invesco
3
Invesco
Georgia
$103M 808,262 -50,982 -6%
HT
4
Hefren-Tillotson
Pennsylvania
$76.7M 601,080 +7,287 +1%
CPO
5
Cerity Partners OCIO
New York
$65.4M 512,617 +58,784 +13%
Mariner
6
Mariner
Kansas
$63.8M 500,157 -24,773 -5%
Morgan Stanley
7
Morgan Stanley
New York
$36.4M 285,523 -198,989 -41%
WA
8
Waddell & Associates
Tennessee
$35M 274,256 +42,392 +18%
UBS Group
9
UBS Group
Switzerland
$30.2M 236,408 -4,427 -2%
RJA
10
Raymond James & Associates
Florida
$28.9M 226,591 +6,813 +3%
WA
11
Waverly Advisors
Alabama
$26M 203,872 +4,835 +2%
Ameriprise
12
Ameriprise
Minnesota
$21M 164,268 -19,135 -10%
LPT
13
Legacy Private Trust
Wisconsin
$20.7M 162,415 -24,943 -13%
CCP
14
Cardan Capital Partners
Colorado
$18.1M 141,911 +3,205 +2%
TC
15
Trilogy Capital
California
$17.7M 138,799 -957 -0.7%
Wells Fargo
16
Wells Fargo
California
$16.2M 127,267 +4,846 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.1M 126,481 -78,481 -38%
PI
18
PFS Investments
Georgia
$15.6M 122,130 +28,201 +30%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$13.9M 107,130 -21,351 -17%
BPB
20
Badgley, Phelps & Bell
Washington
$13M 102,098 +7,244 +8%
CAN
21
Cetera Advisor Networks
California
$10.9M 85,638 +4,094 +5%
LPL Financial
22
LPL Financial
California
$10.5M 82,269 +1,597 +2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$10.2M 79,554 -516 -0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$9.39M 73,632 +4,172 +6%
DPA
25
Delphi Private Advisors
California
$8.44M 66,116 -1,104 -2%
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