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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 $841M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
9
Increased
51
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
Estate Counselors
Wisconsin
$10.4M
2
WA
2
Waverly Advisors
Alabama
$9.64M
3
MWM
3
Merriman Wealth Management
Washington
$5.56M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.5M
5
Mariner
5
Mariner
Kansas
$49.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.6M
4
UBS Group
4
UBS Group
Switzerland
$33.9M
5
US Bancorp
5
US Bancorp
Minnesota
$3.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
51
Clearwater Capital Advisors
Illinois
$1.06M +$239K +9,430 +29%
GT
52
Glenmede Trust
Pennsylvania
$1.04M +$174K +6,930 +20%
PO
53
Private Ocean
California
$1.03M +$1.25K +50 +0.1%
RJT
54
Raymond James Trust
Florida
$913K – – –
ONB
55
Old National Bancorp
Indiana
$856K +$10.8K +430 +1%
SC
56
Scotia Capital
Ontario, Canada
$829K +$6.89K +275 +0.8%
NPC
57
National Planning Corporation
California
$819K -$15.2K -605 -2%
Brown Advisory
58
Brown Advisory
Maryland
$811K – – –
MHS
59
M Holdings Securities
Oregon
$792K +$49.4K +1,970 +7%
CTC
60
Central Trust Company
Missouri
$771K -$109K -4,365 -12%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$751K +$4.76K +190 +0.6%
WCF
62
West Coast Financial
California
$745K +$39.9K +1,590 +6%
EFS
63
Essex Financial Services
Connecticut
$701K -$723K -28,855 -51%
BJL
64
Brighton Jones LLC
Washington
$685K +$1.25K +50 +0.2%
UCFA
65
United Capital Financial Advisors
Texas
$652K -$11.2K -445 -2%
EWM
66
Evercore Wealth Management
New York
$612K -$43K -1,715 -7%
PCFFS
67
Pacific Center for Financial Services
California
$579K +$47.9K +1,910 +9%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$568K +$110K +4,400 +24%
SWM
69
SVA Wealth Management
Wisconsin
$550K +$43.3K +1,730 +9%
CL
70
CPWM LLC
Washington
$536K +$268K +11,000 +100%
AI
71
Accredited Investors
Minnesota
$529K +$14.1K +560 +3%
B
72
Bridgeworth
Alabama
$524K -$622K -24,820 -54%
HCA
73
Harbour Capital Advisors
Virginia
$513K – – –
CGL
74
Clarius Group LLC
Washington
$510K – – –
Creative Planning
75
Creative Planning
Kansas
$468K +$108K +4,325 +30%
1 2
3
4 5