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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 %
HA
101
Harborview Advisors
Maine
$307K 2,209 +2,209 New
AIA
102
AIMZ Investment Advisors
California
$292K 2,100 – –
Wolverine Trading
103
Wolverine Trading
Illinois
$286K 2,215 – –
CCM
104
Carlson Capital Management
Minnesota
$282K 2,030 – –
PFS
105
Prospera Financial Services
Texas
$264K 1,891 -41 -2%
Northern Trust
106
Northern Trust
Illinois
$262K 1,885 – –
EWA
107
Exencial Wealth Advisors
Oklahoma
$262K 1,880 – –
AW
108
ACG Wealth
Georgia
$221K 1,591 +1,591 New
ONB
109
Old National Bancorp
Indiana
$209K 1,505 +1,505 New
Citigroup
110
Citigroup
New York
$208K 1,493 +85 +6%
VF
111
Virtu Financial
New York
$205K 1,475 -4,686 -76%
SFM
112
Signet Financial Management
New Jersey
$196K 1,410 +117 +9%
SBL
113
Sargent Bickham Lagudis
Colorado
$188K 1,350 – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$185K 1,329 -86 -6%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$125K 901 +176 +24%
FHA
116
Flagship Harbor Advisors
Massachusetts
$110K 795 +795 New
VFA
117
Valeo Financial Advisors
Indiana
$108K 764 +444 +139%
CMBA
118
C.M. Bidwell & Associates
Hawaii
$106K 760 – –
IA
119
IFP Advisors
Florida
$96K 687 -267 -28%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91K 654 +56 +9%
LGWM
121
Litman Gregory Wealth Management
California
$75K 539 – –
PCG
122
Private Capital Group
Connecticut
$74K 538 – –
ASN
123
Advisory Services Network
Georgia
$49K 341 – –
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$37K 266 +266 New
VNA
125
Valley National Advisers
Pennsylvania
$35K 250 – –
3 4
5
6 7