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

168 hedge funds and large institutions have $1.2B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
168
Holders Change
+8
Holders Change %
+5%
% of All Funds
3.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
25
Increased
45
Reduced
58
Closed
14
Calls
$328K
Puts
–
Net Calls
+$328K
Net Calls Change
+$100K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$49.4M
2
IAA
2
Independent Advisor Alliance
North Carolina
$7.84M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$3.39M
4
AAS
4
Avantax Advisory Services
Texas
$2.48M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.2M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$7.15M
2
TC
2
Trilogy Capital
California
$344K
3
UBS Group
3
UBS Group
Switzerland
$20.5M
4
CSIA
4
Charles Schwab Investment Advisory
California
$335M
5
Citadel Advisors
5
Citadel Advisors
Florida
$837K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$335M 2,448,903 -55,851 -2%
Bank of America
2
Bank of America
North Carolina
$135M 989,201 -26,832 -3%
Invesco
3
Invesco
Georgia
$95.2M 696,347 -27,611 -4%
HT
4
Hefren-Tillotson
Pennsylvania
$80.8M 591,230 -16,294 -3%
Mariner
5
Mariner
Kansas
$61.9M 452,617 +3,362 +0.7%
RJA
6
Raymond James & Associates
Florida
$49.4M 361,212 +99,492 +38%
WA
7
Waddell & Associates
Tennessee
$37.7M 275,509 -6,990 -2%
Morgan Stanley
8
Morgan Stanley
New York
$34.4M 251,437 +480 +0.2%
WA
9
Waverly Advisors
Alabama
$29.7M 219,192 +2,835 +1%
CCP
10
Cardan Capital Partners
Colorado
$20.9M 152,740 +3,052 +2%
UBS Group
11
UBS Group
Switzerland
$20.5M 149,643 -83,542 -36%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$20.2M 174,297 -15,488 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$19.8M 144,721 +14,247 +11%
Wells Fargo
14
Wells Fargo
California
$18.3M 134,188 +2,881 +2%
LPT
15
Legacy Private Trust
Wisconsin
$12.3M 90,114 -13,957 -13%
Ameriprise
16
Ameriprise
Minnesota
$11.6M 84,528 +760 +0.9%
CAN
17
Cetera Advisor Networks
California
$11.5M 84,434 +5,213 +7%
AI
18
Accredited Investors
Minnesota
$11M 80,693 +2,529 +3%
LPL Financial
19
LPL Financial
California
$10.8M 79,098 -347 -0.4%
HighTower Advisors
20
HighTower Advisors
Illinois
$10.2M 74,909 +16,101 +27%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.89M 72,313 -6,085 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.88M 72,242 -2,073 -3%
IAA
23
Independent Advisor Alliance
North Carolina
$7.84M 57,315 +57,315 New
CPO
24
Cerity Partners OCIO
New York
$7.15M 53,491 -540,465 -91%
CC
25
Callan Capital
California
$5.68M 41,580 -5,287 -11%
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