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

137 hedge funds and large institutions have $939M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
26
Increased
44
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$143M
2
WA
2
Waverly Advisors
Alabama
$24.1M
3
TC
3
Trilogy Capital
California
$13.9M
4
AFA
4
Arlington Financial Advisors
California
$6.63M
5
PI
5
PFS Investments
Georgia
$5.88M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$893K
2
CSIA
2
Charles Schwab Investment Advisory
California
$47.9M
3
Jane Street
3
Jane Street
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.2M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.2M 9,091 -10,896 -55%
CCA
52
Clearwater Capital Advisors
Illinois
$1.14M 8,779 +403 +5%
G
53
GenTrust
Florida
$1.13M 8,724 -491 -5%
GT
54
Glenmede Trust
Pennsylvania
$1.1M 8,491 +174 +2%
PO
55
Private Ocean
California
$1.08M 8,283 +82 +1%
B
56
Bridgeworth
Alabama
$1M 7,731 +3,551 +85%
MWA
57
MFA Wealth Advisors
Pennsylvania
$978K 7,320 +7,320 New
RJT
58
Raymond James Trust
Florida
$946K 7,281 – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$893K 6,876 -32,664 -83%
EFS
60
Essex Financial Services
Connecticut
$848K 6,529 +937 +17%
Brown Advisory
61
Brown Advisory
Maryland
$840K 6,466 – –
SC
62
Scotia Capital
Ontario, Canada
$826K 6,360 -260 -4%
MHS
63
M Holdings Securities
Oregon
$814K 6,266 -50 -0.8%
WCF
64
West Coast Financial
California
$746K 5,746 -198 -3%
BJL
65
Brighton Jones LLC
Washington
$676K 5,205 -261 -5%
CTC
66
Central Trust Company
Missouri
$650K 5,005 -1,145 -19%
PCFFS
67
Pacific Center for Financial Services
California
$639K 4,918 +300 +6%
EWM
68
Evercore Wealth Management
New York
$632K 4,867 -15 -0.3%
IFWM
69
Institute for Wealth Management
Colorado
$632K 4,872 +4,872 New
FAIM
70
Financial Advocates Investment Management
Washington
$602K 4,632 +4,632 New
SWM
71
SVA Wealth Management
Wisconsin
$550K 4,233 -158 -4%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$541K 4,156 -1,837 -31%
HCA
73
Harbour Capital Advisors
Virginia
$532K 4,095 – –
AI
74
Accredited Investors
Minnesota
$529K 4,072 -145 -3%
CGL
75
Clarius Group LLC
Washington
$529K 4,070 – –
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3
4 5