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

160 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
3.51%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
15
Increased
28
Reduced
67
Closed
16
Calls
$228K
Puts
–
Net Calls
+$228K
Net Calls Change
+$228K

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$17.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$318M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$7.47M
4
CPO
4
Cerity Partners OCIO
New York
$75.4M
5
CST
5
Charles Schwab Trust
Nevada
$4.48M

Top Sellers

1
PI
1
PFS Investments
Georgia
$0
2
BPB
2
Badgley, Phelps & Bell
Washington
$572K
3
Ameriprise
3
Ameriprise
Minnesota
$10.6M
4
Invesco
4
Invesco
Georgia
$91.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$318M 2,504,754 +49,225 +2%
Bank of America
2
Bank of America
North Carolina
$129M 1,016,033 -22,640 -2%
Invesco
3
Invesco
Georgia
$91.9M 723,958 -41,674 -5%
HT
4
Hefren-Tillotson
Pennsylvania
$77.1M 607,524 -168 -0%
CPO
5
Cerity Partners OCIO
New York
$75.4M 593,956 +36,440 +7%
Mariner
6
Mariner
Kansas
$57M 449,255 -13,001 -3%
WA
7
Waddell & Associates
Tennessee
$35.9M 282,499 -366 -0.1%
RJA
8
Raymond James & Associates
Florida
$33.2M 261,720 +8,293 +3%
Morgan Stanley
9
Morgan Stanley
New York
$31.9M 250,957 -20,036 -7%
UBS Group
10
UBS Group
Switzerland
$29.6M 233,185 +743 +0.3%
WA
11
Waverly Advisors
Alabama
$27.5M 216,357 +9,376 +5%
CCP
12
Cardan Capital Partners
Colorado
$19M 149,688 +536 +0.4%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$17.8M 189,785 +72,768 +62%
TC
14
Trilogy Capital
California
$17.8M 142,026 +972 +0.7%
Wells Fargo
15
Wells Fargo
California
$16.7M 131,307 +2,288 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$16.6M 130,474 -29,141 -18%
LPT
17
Legacy Private Trust
Wisconsin
$13.2M 104,071 -19,260 -16%
Ameriprise
18
Ameriprise
Minnesota
$10.6M 83,768 -73,919 -47%
LPL Financial
19
LPL Financial
California
$10.1M 79,445 -2,386 -3%
CAN
20
Cetera Advisor Networks
California
$10.1M 79,221 -6,002 -7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.95M 78,398 -1,247 -2%
AI
22
Accredited Investors
Minnesota
$9.92M 78,164 -2,128 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.43M 74,315 +98 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$7.47M 58,808 +37,700 +179%
CC
25
Callan Capital
California
$5.95M 46,867 -965 -2%
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