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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 %
SWP
51
Strategic Wealth Partners
Ohio
$1.85M 13,326 -6,421 -33%
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$1.85M 13,266 -687 -5%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$1.53M 11,019 +1 +0%
SSWM
54
Sheets Smith Wealth Management
North Carolina
$1.45M 10,384 +1,287 +14%
GT
55
Glenmede Trust
Pennsylvania
$1.44M 10,350 +1,859 +22%
PAG
56
Private Advisor Group
New Jersey
$1.4M 9,980 -5,447 -35%
CA
57
Cetera Advisors
Colorado
$1.35M 9,723 +7,604 +359%
EFS
58
Essex Financial Services
Connecticut
$1.35M 9,712 -2,268 -19%
CCA
59
Clearwater Capital Advisors
Illinois
$1.21M 8,661 -459 -5%
PO
60
Private Ocean
California
$1.16M 8,300 +3 +0%
Brown Advisory
61
Brown Advisory
Maryland
$1.08M 7,769 +7,769 New
MWA
62
MFA Wealth Advisors
Pennsylvania
$1.05M 7,438 +94 +1%
RJT
63
Raymond James Trust
Florida
$944K 6,781 – –
MHS
64
M Holdings Securities
Oregon
$866K 6,221 +5 +0.1%
Jane Street
65
Jane Street
New York
$833K 5,983 -8,297 -58%
PCFFS
66
Pacific Center for Financial Services
California
$800K 5,751 +351 +7%
WCF
67
West Coast Financial
California
$761K 5,468 -136 -2%
EWM
68
Evercore Wealth Management
New York
$666K 4,787 – –
Creative Planning
69
Creative Planning
Kansas
$655K 4,704 +1,114 +31%
FAIM
70
Financial Advocates Investment Management
Washington
$648K 4,632 – –
AI
71
Accredited Investors
Minnesota
$633K 4,552 +379 +9%
G
72
GenTrust
Florida
$614K 4,413 -4,071 -48%
SWP
73
Stratos Wealth Partners
Ohio
$614K 4,412 +305 +7%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$603K 4,330 +641 +17%
CWM
75
Cornerstone Wealth Management
Missouri
$602K 84,158 +84,158 New
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3
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