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Invesco FTSE RAFI US 1500 Small-Mid ETF

123 hedge funds and large institutions have $841M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
9
Increased
51
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$6.26M -$14.3K -570 -0.2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.83M -$222K -8,845 -4%
MWM
28
Merriman Wealth Management
Washington
$5.56M +$5.56M +221,670 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.96M +$3.29M +131,210 +197%
MIH
30
Madison Investment Holdings
Wisconsin
$4.08M -$9.15K -365 -0.2%
MFP
31
Mosaic Financial Partners
California
$4.08M -$54.1K -2,160 -1%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.03M -$45.5K -1,815 -1%
CFA
33
Carroll Financial Associates
North Carolina
$3.93M +$157K +6,180 +4%
US Bancorp
34
US Bancorp
Minnesota
$3.68M -$732K -29,205 -17%
TWA
35
Tillar-Wenstrup Advisors
Ohio
$3.03M -$56.8K -2,265 -2%
TA
36
Tiedemann Advisors
New York
$2.96M +$108K +4,325 +4%
AFG
37
Albion Financial Group
Utah
$2.88M
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$2.87M -$398K -15,865 -12%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.62M -$5.77K -230 -0.2%
PAG
40
Private Advisor Group
New Jersey
$2.53M +$101K +3,995 +4%
LA
41
LVW Advisors
New York
$2.31M -$36.8K -1,470 -2%
AIA
42
Arbor Investment Advisors
North Carolina
$2.29M +$839K +33,450 +58%
Goldman Sachs
43
Goldman Sachs
New York
$2.24M -$33.8K -1,350 -1%
Jane Street
44
Jane Street
New York
$1.84M +$1.36M +54,155 +280%
NEPWA
45
New England Private Wealth Advisors
Massachusetts
$1.83M -$103K -4,135 -5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.71M -$1.25K -50 -0.1%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$1.39M +$145K +5,790 +12%
CS
48
Credit Suisse
Switzerland
$1.34M +$1.34M +53,255 New
G
49
GenTrust
Florida
$1.16M -$623K -24,860 -35%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$1.11M +$23.9K +955 +2%