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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 Holding Trade Value Shares
Change 		Shares
Change %
IAA
51
Independent Advisor Alliance
North Carolina
$871K +$871K +38,200 New
CTC
52
Central Trust Company
Missouri
$864K -$205K -8,815 -19%
RJT
53
Raymond James Trust
Florida
$848K -$69.6K -2,990 -8%
GT
54
Glenmede Trust
Pennsylvania
$806K +$260K +11,170 +48%
ONB
55
Old National Bancorp
Indiana
$784K – – –
NPC
56
National Planning Corporation
California
$761K -$2.88K -125 -0.4%
Brown Advisory
57
Brown Advisory
Maryland
$753K – – –
SC
58
Scotia Capital
Ontario, Canada
$753K +$1.75K +75 +0.2%
EFS
59
Essex Financial Services
Connecticut
$705K +$204K +8,755 +41%
B
60
Bridgeworth
Alabama
$700K +$58K +2,540 +9%
MHS
61
M Holdings Securities
Oregon
$699K -$254K -10,890 -27%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$693K +$1.63K +70 +0.2%
WCF
63
West Coast Financial
California
$655K +$12.2K +525 +2%
Goldman Sachs
64
Goldman Sachs
New York
$648K – – –
EWM
65
Evercore Wealth Management
New York
$608K -$11.6K -500 -2%
CWM
66
Concert Wealth Management
California
$601K – – –
UCFA
67
United Capital Financial Advisors
Texas
$596K +$12.7K +545 +2%
CCA
68
Clearwater Capital Advisors
Illinois
$537K +$128K +5,595 +31%
SWM
69
SVA Wealth Management
Wisconsin
$524K -$220K -9,435 -30%
M&T Bank
70
M&T Bank
New York
$501K -$49.6K -2,130 -9%
HCA
71
Harbour Capital Advisors
Virginia
$477K – – –
CGL
72
Clarius Group LLC
Washington
$474K – – –
PCFFS
73
Pacific Center for Financial Services
California
$461K +$931 +40 +0.2%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$450K -$3.38K -145 -0.7%
AI
75
Accredited Investors
Minnesota
$449K -$37.1K -1,595 -8%
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3
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