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

123 hedge funds and large institutions have $666M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
12
Increased
41
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.14M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M
4
Ameriprise
4
Ameriprise
Minnesota
$18.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.9M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.4M
3
Jane Street
3
Jane Street
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$13.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
101
Live Your Vision
Pennsylvania
$183K -$258K -11,075 -58%
IA
102
IFP Advisors
Florida
$119K +$58.3K +2,500 +96%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$106K -$76.3K -3,265 -42%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$84K – – –
Citigroup
105
Citigroup
New York
$78K +$30.1K +1,285 +63%
OSNBOA
106
Old Second National Bank of Aurora
Illinois
$64K – – –
LGWM
107
Litman Gregory Wealth Management
California
$63K – – –
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.9K +$39.9K +1,715 New
LNB
109
Ledyard National Bank
$38K – – –
PCTC
110
Perkins Coie Trust Company
Washington
$37K – – –
WTB
111
Washington Trust Bank
Washington
$30K – – –
JFA
112
JNBA Financial Advisors
Minnesota
$29K +$29K +1,250 New
TCM
113
TD Capital Management
Tennessee
$21K – – –
SBL
114
Sargent Bickham Lagudis
Colorado
$11K – – –
TIM
115
Tortoise Investment Management
New York
$10K – – –
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$8K -$16.7K -680 -68%
RWA
117
Ropes Wealth Advisors
Massachusetts
$8K +$8K +365 New
HS
118
Horan Securities
United States
$6K +$6K +270 New
SF
119
Synovus Financial
Georgia
$4K +$4K +165 New
BlackRock
120
BlackRock
New York
$3K -$125 -5 -4%
NFG
121
Next Financial Group
Texas
$1K -$1.08K -65 -52%
GRP
122
Global Retirement Partners
California
$1K +$1K +50 New
Jane Street
123
Jane Street
New York
– -$3.12M -135,450 Closed
CS
124
Credit Suisse
Switzerland
– -$1.64M -71,065 Closed
VWA
125
V Wealth Advisors
Kansas
– -$355K -15,470 Closed
2 3 4
5
6