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

137 hedge funds and large institutions have $939M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
26
Increased
44
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$143M
2
WA
2
Waverly Advisors
Alabama
$24.1M
3
CPO
3
Cerity Partners OCIO
New York
$46.1M
4
Mariner
4
Mariner
Kansas
$54M
5
LPT
5
Legacy Private Trust
Wisconsin
$36M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$893K
2
CSIA
2
Charles Schwab Investment Advisory
California
$47.9M
3
Jane Street
3
Jane Street
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.2M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
26
JFS Wealth Advisors
Pennsylvania
$6.69M 257,555 -7,530 -3%
AFA
27
Arlington Financial Advisors
California
$6.63M 244,525 +244,525 New
MAM
28
Marquette Asset Management
Minnesota
$6.46M 248,780 -1,000 -0.4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.05M 232,695 +205 +0.1%
MWM
30
Merriman Wealth Management
Washington
$5.93M 228,360 +6,690 +3%
PI
31
PFS Investments
Georgia
$5.88M 218,335 +218,335 New
MIH
32
Madison Investment Holdings
Wisconsin
$4.2M 161,625 -1,230 -0.8%
MFP
33
Mosaic Financial Partners
California
$4.12M 158,460 -4,105 -3%
CFA
34
Carroll Financial Associates
North Carolina
$4.06M 156,130 +1,710 +1%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.96M 152,460 -8,325 -5%
US Bancorp
36
US Bancorp
Minnesota
$3.78M 145,360 -1,605 -1%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$3.16M 121,800 +860 +0.7%
TA
38
Tiedemann Advisors
New York
$3.07M 118,085 – –
AIA
39
Arbor Investment Advisors
North Carolina
$3.01M 115,785 +24,600 +27%
AFG
40
Albion Financial Group
Utah
$2.98M 114,825 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$2.74M 105,245 +810 +0.8%
FMWA
42
Forvis Mazars Wealth Advisors
Missouri
$2.6M 99,980 -14,445 -13%
LA
43
LVW Advisors
New York
$2.2M 84,825 -7,490 -8%
Goldman Sachs
44
Goldman Sachs
New York
$2.02M 77,915 -11,235 -13%
SWM
45
Shakespeare Wealth Management
Wisconsin
$1.92M 74,010 +74,010 New
NEPWA
46
New England Private Wealth Advisors
Massachusetts
$1.86M 71,500 -1,525 -2%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.81M 69,570 +1,355 +2%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$1.41M 54,215 -1,045 -2%
TRCT
49
Tower Research Capital (TRC)
New York
$1.38M 53,060 +47,860 +920%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$1.21M 46,615 +2,210 +5%
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