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

123 hedge funds and large institutions have $666M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
12
Increased
41
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.14M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M
4
Ameriprise
4
Ameriprise
Minnesota
$18.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.9M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.4M
3
Jane Street
3
Jane Street
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$13.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$5.14M 220,890 +220,890 New
US Bancorp
27
US Bancorp
Minnesota
$4.18M 179,465 -1,345 -0.7%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.91M 167,780 -20 -0%
Invesco
29
Invesco
Georgia
$3.9M 167,630 -15,663,395 -99%
MIH
30
Madison Investment Holdings
Wisconsin
$3.8M 163,380 +860 +0.5%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$3.63M 156,010 -8,835 -5%
MFP
32
Mosaic Financial Partners
California
$3.6M 154,560 -7,105 -4%
G
33
GenTrust
Florida
$3.58M 153,555 +24,490 +19%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.09M 132,790 +132,790 New
CFA
35
Carroll Financial Associates
North Carolina
$3.04M 130,685 +65,650 +101%
EC
36
Estate Counselors
Wisconsin
$2.94M 126,100 -24,850 -16%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$2.8M 120,225 +11,115 +10%
AFG
38
Albion Financial Group
Utah
$2.67M 114,825 -1,650 -1%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.67M 114,290 +2,710 +2%
TRCT
40
Tower Research Capital (TRC)
New York
$2.41M 103,310 +33,935 +49%
LA
41
LVW Advisors
New York
$2.24M 96,005 -8,935 -9%
PAG
42
Private Advisor Group
New Jersey
$2.04M 89,390 +2,585 +3%
NEPWA
43
New England Private Wealth Advisors
Massachusetts
$1.79M 77,100 +3,825 +5%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.6M 68,530 -6,630 -9%
AIA
45
Arbor Investment Advisors
North Carolina
$1.25M 53,515 +9,970 +23%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$1.23M 52,670 – –
VKH
47
Virtu KCG Holdings
New York
$1.07M 45,820 +45,820 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$1.01M 43,335 -990 -2%
VC
49
Vicus Capital
Pennsylvania
$958K 41,135 -375 -0.9%
PO
50
Private Ocean
California
$955K 41,035 +125 +0.3%
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