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Invesco FTSE RAFI US 1500 Small-Mid ETF

162 hedge funds and large institutions have $1.26B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
-1
Holders Change %
-0.61%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
14
Increased
41
Reduced
65
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$314M 2,455,529 +101,228 +4%
Bank of America
2
Bank of America
North Carolina
$133M 1,038,673 -26,300 -2%
Invesco
3
Invesco
Georgia
$97.8M 765,632 -42,630 -5%
HT
4
Hefren-Tillotson
Pennsylvania
$77.6M 607,692 +6,612 +1%
CPO
5
Cerity Partners OCIO
New York
$71.2M 557,516 +44,899 +9%
Mariner
6
Mariner
Kansas
$59M 462,256 -37,901 -8%
WA
7
Waddell & Associates
Tennessee
$36.1M 282,865 +8,609 +3%
Morgan Stanley
8
Morgan Stanley
New York
$34.6M 270,993 -14,530 -5%
RJA
9
Raymond James & Associates
Florida
$32.4M 253,427 +26,836 +12%
UBS Group
10
UBS Group
Switzerland
$29.7M 232,442 -3,966 -2%
WA
11
Waverly Advisors
Alabama
$26.4M 206,981 +3,109 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.4M 159,615 +33,134 +26%
Ameriprise
13
Ameriprise
Minnesota
$20.1M 157,687 -6,581 -4%
CCP
14
Cardan Capital Partners
Colorado
$19M 149,152 +7,241 +5%
TC
15
Trilogy Capital
California
$18M 141,054 +2,255 +2%
Wells Fargo
16
Wells Fargo
California
$16.5M 129,019 +1,752 +1%
LPT
17
Legacy Private Trust
Wisconsin
$15.7M 123,331 -39,084 -24%
PI
18
PFS Investments
Georgia
$15.6M 121,046 -1,084 -0.9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$15M 117,017 +9,887 +9%
BPB
20
Badgley, Phelps & Bell
Washington
$13.1M 102,568 +470 +0.5%
CAN
21
Cetera Advisor Networks
California
$10.9M 85,223 -415 -0.5%
LPL Financial
22
LPL Financial
California
$10.4M 81,831 -438 -0.5%
AI
23
Accredited Investors
Minnesota
$10.3M 80,292 +15,019 +23%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$10.2M 79,645 +91 +0.1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.48M 74,217 +585 +0.8%