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

138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
18
Increased
54
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
CSIA
2
Charles Schwab Investment Advisory
California
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$28.9M
4
Mariner
4
Mariner
Kansas
$59.2M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
EC
2
Estate Counselors
Wisconsin
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
4
Raymond James & Associates
Florida
$27.5M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Marquette Asset Management
Minnesota
$6.38M 49,522 -234 -0.5%
MWM
27
Merriman Wealth Management
Washington
$6.38M 49,492 +3,820 +8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$6.2M 48,090 +1,551 +3%
AFA
29
Arlington Financial Advisors
California
$6.15M 47,098 -1,807 -4%
JWA
30
JFS Wealth Advisors
Pennsylvania
$5.75M 44,570 -6,941 -13%
CFA
31
Carroll Financial Associates
North Carolina
$4.31M 33,460 +2,234 +7%
MIH
32
Madison Investment Holdings
Wisconsin
$4.16M 32,266 -59 -0.2%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.95M 30,612 +120 +0.4%
MFP
34
Mosaic Financial Partners
California
$3.94M 30,527 -1,165 -4%
AIA
35
Arbor Investment Advisors
North Carolina
$3.8M 29,440 +6,283 +27%
PWAG
36
Polaris Wealth Advisory Group
California
$3.68M 28,559 +28,559 New
US Bancorp
37
US Bancorp
Minnesota
$3.66M 28,346 -726 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.38M 26,263 +19,387 +282%
TA
39
Tiedemann Advisors
New York
$3.3M 25,600 +1,983 +8%
TWA
40
Tillar-Wenstrup Advisors
Ohio
$3M 23,233 -1,127 -5%
AFG
41
Albion Financial Group
Utah
$2.96M 22,965 – –
HighTower Advisors
42
HighTower Advisors
Illinois
$2.69M 20,808 -241 -1%
SWP
43
Strategic Wealth Partners
Ohio
$2.55M 19,747 +19,747 New
CF
44
Copperwynd Financial
Arizona
$2.35M 18,245 +18,245 New
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$2.24M 17,379 -2,617 -13%
LA
46
LVW Advisors
New York
$2.12M 16,475 -490 -3%
Goldman Sachs
47
Goldman Sachs
New York
$2.03M 15,709 +126 +0.8%
PAG
48
Private Advisor Group
New Jersey
$1.99M 15,427 +6,336 +70%
Jane Street
49
Jane Street
New York
$1.84M 14,280 +14,280 New
SWM
50
Shakespeare Wealth Management
Wisconsin
$1.81M 14,029 -773 -5%
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