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

138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
18
Increased
54
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
CSIA
2
Charles Schwab Investment Advisory
California
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$28.9M
4
Mariner
4
Mariner
Kansas
$59.2M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
EC
2
Estate Counselors
Wisconsin
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
4
Raymond James & Associates
Florida
$27.5M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
101
Prospera Financial Services
Texas
$249K 1,932 +1,932 New
Northern Trust
102
Northern Trust
Illinois
$243K 1,885 – –
EWA
103
Exencial Wealth Advisors
Oklahoma
$242K 1,880 – –
Citigroup
104
Citigroup
New York
$182K 1,408 – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$182K 1,415 +148 +12%
SBL
106
Sargent Bickham Lagudis
Colorado
$174K 1,350 – –
RFC
107
Regions Financial Corp
Alabama
$169K 1,309 – –
SFM
108
Signet Financial Management
New Jersey
$167K 1,293 +1,293 New
SP
109
SWS Partners
Ohio
$164K 1,303 +6 +0.5%
IA
110
IFP Advisors
Florida
$124K 954 – –
IWM
111
IHT Wealth Management
Illinois
$99K 789 -83 -10%
CMBA
112
C.M. Bidwell & Associates
Hawaii
$98K 760 – –
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$93K 725 -55 -7%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77K 598 -932 -61%
LGWM
115
Litman Gregory Wealth Management
California
$69K 539 – –
PCG
116
Private Capital Group
Connecticut
$69K 538 +374 +228%
WTB
117
Washington Trust Bank
Washington
$60K 465 +50 +12%
WCM
118
Whitener Capital Management
North Carolina
$57K 449 +449 New
ASN
119
Advisory Services Network
Georgia
$44K 341 – –
VFA
120
Valeo Financial Advisors
Indiana
$41K 320 +160 +100%
LNB
121
Ledyard National Bank
$32K 250 -40 -14%
VNA
122
Valley National Advisers
Pennsylvania
$32K 250 – –
JFA
123
JNBA Financial Advisors
Minnesota
$32K 250 – –
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$30K 230 +70 +44%
PCTC
125
Perkins Coie Trust Company
Washington
$29K 222 – –
3 4
5
6 7