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

128 hedge funds and large institutions have $772M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
16
Increased
40
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$114M
2
Mariner
2
Mariner
Kansas
$43M
3
TA
3
Tiedemann Advisors
New York
$2.69M
4
CPO
4
Cerity Partners OCIO
New York
$36.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
LPT
2
Legacy Private Trust
Wisconsin
$32.8M
3
Bank of America
3
Bank of America
North Carolina
$112M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$862K – – –
CTC
52
Central Trust Company
Missouri
$831K -$47.2K -1,995 -5%
GT
53
Glenmede Trust
Pennsylvania
$806K – – –
ONB
54
Old National Bancorp
Indiana
$797K – – –
NPC
55
National Planning Corporation
California
$794K +$5.37K +225 +0.7%
SC
56
Scotia Capital
Ontario, Canada
$777K +$13.6K +575 +2%
Brown Advisory
57
Brown Advisory
Maryland
$765K – – –
CCA
58
Clearwater Capital Advisors
Illinois
$764K +$210K +8,915 +38%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$704K – – –
MHS
60
M Holdings Securities
Oregon
$701K -$9.71K -410 -1%
WCF
61
West Coast Financial
California
$666K – – –
BJL
62
Brighton Jones LLC
Washington
$646K +$646K +27,280 New
UCFA
63
United Capital Financial Advisors
Texas
$626K +$20.3K +860 +3%
EWM
64
Evercore Wealth Management
New York
$618K – – –
IFWM
65
Institute for Wealth Management
Colorado
$577K +$577K +24,360 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$556K +$362K +15,310 +186%
VKH
67
Virtu KCG Holdings
New York
$507K -$578K -24,400 -53%
PCFFS
68
Pacific Center for Financial Services
California
$501K +$32.5K +1,375 +7%
AI
69
Accredited Investors
Minnesota
$486K +$29.5K +1,245 +6%
HCA
70
Harbour Capital Advisors
Virginia
$485K – – –
CGL
71
Clarius Group LLC
Washington
$482K – – –
SWM
72
SVA Wealth Management
Wisconsin
$479K -$54.1K -2,285 -10%
Jane Street
73
Jane Street
New York
$458K +$458K +19,340 New
CIBC World Market
74
CIBC World Market
Ontario, Canada
$443K -$14.2K -600 -3%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$432K +$41.4K +1,750 +11%
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