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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 %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$591K 4,580 – –
CGL
77
Clarius Group LLC
Washington
$566K 4,070 – –
B
78
Bridgeworth
Alabama
$562K 4,045 -3,775 -48%
ACP
79
Aviance Capital Partners
Florida
$534K 3,839 +3,839 New
SWM
80
SVA Wealth Management
Wisconsin
$526K 3,783 -608 -14%
WIA
81
Wealthstreet Investment Advisors
Texas
$497K 3,568 +23 +0.6%
AG
82
Advisor Group
Arizona
$481K 3,457 +42 +1%
SCA
83
Snowden Capital Advisors
New York
$477K 3,429 +3,429 New
DADC
84
D.A. Davidson & Co
Montana
$465K 3,343 +80 +2%
LYV
85
Live Your Vision
Pennsylvania
$465K 3,275 +314 +11%
UCFA
86
United Capital Financial Advisors
Texas
$462K 3,317 -93 -3%
BAC
87
Boys Arnold & Co
North Carolina
$458K 3,289 – –
HCA
88
Harbour Capital Advisors
Virginia
$454K 3,245 – –
HB
89
Homrich & Berg
Georgia
$438K 3,145 – –
Renaissance Technologies
90
Renaissance Technologies
New York
$431K 3,100 -1,100 -26%
N
91
Natixis
France
$428K 3,077 +6 +0.2%
BJL
92
Brighton Jones LLC
Washington
$409K 2,938 -1,074 -27%
WG
93
Welch Group
Alabama
$394K 2,833 +2,833 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$388K 2,785 +120 +5%
Stifel Financial
95
Stifel Financial
Missouri
$377K 2,710 +658 +32%
UB
96
UMB Bank
Missouri
$363K 2,610 – –
RWM
97
Ritholtz Wealth Management
New York
$361K 2,594 +240 +10%
FHB
98
First Hawaiian Bank
Hawaii
$336K 2,418 – –
ACM
99
AlphaStar Capital Management
North Carolina
$336K 2,413 +2,413 New
Fiera Capital (Canada)
100
Fiera Capital (Canada)
Quebec, Canada
$310K 2,231 +2,231 New
2 3
4
5 6