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

153 hedge funds and large institutions have $1.11B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+9
Holders Change %
+6.25%
% of All Funds
3.5%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
20
Increased
55
Reduced
47
Closed
10
Calls
$356K
Puts
–
Net Calls
+$356K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$147M
2
Jane Street
2
Jane Street
New York
$8.82M
3
Mariner
3
Mariner
Kansas
$75.6M
4
Ameriprise
4
Ameriprise
Minnesota
$21.8M
5
Northern Trust
5
Northern Trust
Illinois
$4.84M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$34.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$344K
3
CSIA
3
Charles Schwab Investment Advisory
California
$66.3M
4
HT
4
Hefren-Tillotson
Pennsylvania
$81.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BSWM
101
Boston Standard Wealth Management
Massachusetts
$381K 2,727 +2,727 New
RWM
102
Ritholtz Wealth Management
New York
$378K 2,655 +61 +2%
UB
103
UMB Bank
Missouri
$371K 2,610 – –
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$346K 2,432 +2,432 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$344K 2,418 -37,780 -94%
FHB
106
First Hawaiian Bank
Hawaii
$344K 2,418 – –
Fiera Capital (Canada)
107
Fiera Capital (Canada)
Quebec, Canada
$317K 2,231 – –
VF
108
Virtu Financial
New York
$310K 2,180 +705 +48%
AIA
109
AIMZ Investment Advisors
California
$299K 2,100 – –
RIG
110
Roosevelt Investment Group
New York
$295K 2,075 +2,075 New
CCM
111
Carlson Capital Management
Minnesota
$289K 2,030 – –
ACM
112
AlphaStar Capital Management
North Carolina
$282K 1,984 -429 -18%
EWA
113
Exencial Wealth Advisors
Oklahoma
$267K 1,880 – –
LNC
114
Lincoln National Corp
Pennsylvania
$253K 1,781 +1,781 New
PFS
115
Prospera Financial Services
Texas
$241K 1,729 -162 -9%
SFM
116
Signet Financial Management
New Jersey
$238K 1,672 +262 +19%
AW
117
ACG Wealth
Georgia
$227K 1,592 +1 +0.1%
ONB
118
Old National Bancorp
Indiana
$214K 1,505 – –
Citigroup
119
Citigroup
New York
$211K 1,486 -7 -0.5%
FNBT
120
FineMark National Bank & Trust
Florida
$204K 1,433 +1,433 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$158K 1,121 +326 +41%
RFC
122
Regions Financial Corp
Alabama
$158K 1,109 +1,109 New
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$151K 1,059 -270 -20%
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$142K 1,000 +1,000 New
IA
125
IFP Advisors
Florida
$133K 937 +250 +36%
3 4
5
6 7