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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 Market Value Shares Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$225K 8,675 -355 -4%
Citadel Advisors
102
Citadel Advisors
Florida
$218K 8,385 +8,385 New
BAC
103
Boys Arnold & Co
North Carolina
$213K 8,195 +8,195 New
AW
104
ACG Wealth
Georgia
$209K 8,045 -900 -10%
TH
105
Timber Hill
Connecticut
$207K 7,980 -4,860 -38%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$199K 7,650 -430 -5%
Citigroup
107
Citigroup
New York
$183K 7,040 +795 +13%
SBL
108
Sargent Bickham Lagudis
Colorado
$175K 6,750 +6,750 New
RFC
109
Regions Financial Corp
Alabama
$170K 6,545 +6,545 New
SP
110
SWS Partners
Ohio
$168K 6,485 +6,485 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$165K 6,335 -1,985 -24%
IA
112
IFP Advisors
Florida
$124K 4,770 – –
IWM
113
IHT Wealth Management
Illinois
$116K 4,360 +3,785 +658%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$101K 3,900 +275 +8%
CMBA
115
C.M. Bidwell & Associates
Hawaii
$99K 3,800 +3,800 New
HNB
116
Huntington National Bank
Ohio
$55K 2,100 +2,100 New
WTB
117
Washington Trust Bank
Washington
$54K 2,075 – –
ASN
118
Advisory Services Network
Georgia
$44K 1,705 – –
LNB
119
Ledyard National Bank
$38K 1,450 -175 -11%
VNA
120
Valley National Advisers
Pennsylvania
$32K 1,250 – –
JFA
121
JNBA Financial Advisors
Minnesota
$32K 1,250 – –
PCTC
122
Perkins Coie Trust Company
Washington
$29K 1,110 -250 -18%
PCA
123
Providence Capital Advisors
North Carolina
$26K 1,000 +1,000 New
VFA
124
Valeo Financial Advisors
Indiana
$21K 800 – –
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$21K 800 +800 New
2 3 4
5
6