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

144 hedge funds and large institutions have $964M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
18
Increased
50
Reduced
40
Closed
11
Calls
$278K
Puts
$292K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

1
RCA
1
Rowland Carmichael Advisors
Arizona
$13.5M
2
EC
2
Estate Counselors
Wisconsin
$9.55M
3
Mariner
3
Mariner
Kansas
$68.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.7M
5
PI
5
PFS Investments
Georgia
$11.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.3M
2
FWM
2
Frontier Wealth Management
Missouri
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$27.5M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$68.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Callan Capital
California
$7.32M 52,585 -310 -0.6%
MAM
27
Marquette Asset Management
Minnesota
$7.2M 51,726 +2,204 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$7.02M 50,452 +2,362 +5%
AFA
29
Arlington Financial Advisors
California
$5.92M 41,988 -5,110 -11%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.59M 40,198 +13,935 +53%
JWA
31
JFS Wealth Advisors
Pennsylvania
$5.52M 39,633 -4,937 -11%
CFA
32
Carroll Financial Associates
North Carolina
$4.8M 34,489 +1,029 +3%
AIA
33
Arbor Investment Advisors
North Carolina
$4.52M 32,502 +3,062 +10%
MIH
34
Madison Investment Holdings
Wisconsin
$4.46M 32,071 -195 -0.6%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.24M 30,448 -164 -0.5%
US Bancorp
36
US Bancorp
Minnesota
$4.22M 30,291 +1,945 +7%
MFP
37
Mosaic Financial Partners
California
$3.95M 28,374 -2,153 -7%
PWAG
38
Polaris Wealth Advisory Group
California
$3.68M 28,519 -40 -0.1%
TWA
39
Tillar-Wenstrup Advisors
Ohio
$3.32M 23,867 +634 +3%
AFG
40
Albion Financial Group
Utah
$3.2M 22,965 – –
CF
41
Copperwynd Financial
Arizona
$3.04M 21,850 +3,605 +20%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.81M 20,138 -670 -3%
RFM
43
Royal Fund Management
Florida
$2.38M 17,108 +17,108 New
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$2.22M 15,949 -1,430 -8%
LA
45
LVW Advisors
New York
$2.22M 15,925 -550 -3%
Goldman Sachs
46
Goldman Sachs
New York
$2.17M 15,599 -110 -0.7%
TA
47
Tiedemann Advisors
New York
$2.09M 15,021 -10,579 -41%
TRCT
48
Tower Research Capital (TRC)
New York
$2.07M 14,904 +2,784 +23%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.94M 13,914 – –
SWM
50
Shakespeare Wealth Management
Wisconsin
$1.92M 13,780 -249 -2%
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