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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
CPO
3
Cerity Partners OCIO
New York
$46.1M
4
Mariner
4
Mariner
Kansas
$54M
5
LPT
5
Legacy Private Trust
Wisconsin
$36M

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 Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$518K +$33.1K +1,275 +7%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$500K -$89K -3,425 -15%
UCFA
78
United Capital Financial Advisors
Texas
$468K -$208K -8,005 -31%
DADC
79
D.A. Davidson & Co
Montana
$461K -$1.69K -65 -0.4%
AG
80
Advisor Group
Arizona
$460K +$40K +1,540 +10%
WIA
81
Wealthstreet Investment Advisors
Texas
$458K +$458K +17,620 New
SCA
82
Snowden Capital Advisors
New York
$441K -$2.73K -105 -0.6%
WG
83
Welch Group
Alabama
$411K – – –
LYV
84
Live Your Vision
Pennsylvania
$399K +$63.2K +2,335 +19%
N
85
Natixis
France
$380K +$1.04K +40 +0.3%
BSWM
86
Boston Standard Wealth Management
Massachusetts
$377K -$36.7K -1,410 -9%
LNC
87
Lincoln National Corp
Pennsylvania
$353K +$353K +13,605 New
UB
88
UMB Bank
Missouri
$339K – – –
FHB
89
First Hawaiian Bank
Hawaii
$314K – – –
IH
90
IFC Holdings
Florida
$292K +$25.8K +985 +10%
CL
91
CPWM LLC
Washington
$286K -$286K -11,000 -50%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$283K +$283K +10,905 New
AIA
93
AIMZ Investment Advisors
California
$273K – – –
Stifel Financial
94
Stifel Financial
Missouri
$273K +$10.4K +400 +4%
CA
95
Cetera Advisors
Colorado
$272K +$390 +15 +0.1%
PWAP
96
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$270K +$31.6K +1,215 +13%
Northern Trust
97
Northern Trust
Illinois
$245K – – –
HB
98
Homrich & Berg
Georgia
$245K +$245K +9,430 New
EWA
99
Exencial Wealth Advisors
Oklahoma
$244K – – –
CCM
100
Carlson Capital Management
Minnesota
$225K -$53.3K -2,050 -19%
2 3
4
5 6