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

153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
20
Increased
55
Reduced
47
Closed
10
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
Jane Street
2
Jane Street
New York
$8.82M
3
Mariner
3
Mariner
Kansas
$75.6M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
Northern Trust
5
Northern Trust
Illinois
$4.84M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$344K
3
CSIA
3
Charles Schwab Investment Advisory
California
$66.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$81.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
51
New England Private Wealth Advisors
Massachusetts
$1.89M 13,285 +19 +0.1%
SWP
52
Strategic Wealth Partners
Ohio
$1.88M 13,202 -124 -0.9%
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$1.88M 13,191 -2,758 -17%
Goldman Sachs
54
Goldman Sachs
New York
$1.58M 11,100 -4,499 -29%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$1.55M 10,889 -130 -1%
GT
56
Glenmede Trust
Pennsylvania
$1.52M 10,703 +353 +3%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$1.42M 9,971 -413 -4%
AG
58
Advisor Group
Arizona
$1.38M 9,707 +6,250 +181%
EFS
59
Essex Financial Services
Connecticut
$1.36M 9,552 -160 -2%
CCA
60
Clearwater Capital Advisors
Illinois
$1.21M 8,487 -174 -2%
PO
61
Private Ocean
California
$1.18M 8,315 +15 +0.2%
Brown Advisory
62
Brown Advisory
Maryland
$1.11M 7,769 – –
RJT
63
Raymond James Trust
Florida
$993K 6,981 +200 +3%
PWM
64
Perigon Wealth Management
California
$984K 6,917 +6,917 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$932K 6,572 +1,992 +43%
SC
66
Scotia Capital
Ontario, Canada
$913K 6,415 +6,415 New
MWA
67
MFA Wealth Advisors
Pennsylvania
$891K 6,942 -496 -7%
MHS
68
M Holdings Securities
Oregon
$873K 6,139 -82 -1%
HCA
69
Harbour Capital Advisors
Virginia
$832K 8,140 +4,895 +151%
PCFFS
70
Pacific Center for Financial Services
California
$813K 5,714 -37 -0.6%
FAIM
71
Financial Advocates Investment Management
Washington
$793K 5,575 +943 +20%
WCF
72
West Coast Financial
California
$774K 5,442 -26 -0.5%
AI
73
Accredited Investors
Minnesota
$751K 5,279 +727 +16%
Creative Planning
74
Creative Planning
Kansas
$719K 5,054 +350 +7%
EWM
75
Evercore Wealth Management
New York
$681K 4,787 – –
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3
4 5