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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 %
ME
126
McIlrath & Eck
Washington
$20K 785 +785 New
CCM
127
Covington Capital Management
California
$17K 650 – –
TIM
128
Tortoise Investment Management
New York
$11K 420 – –
CAC
129
Certified Advisory Corp
Florida
$9K 350 +350 New
HS
130
Horan Securities
United States
$7K 270 – –
SFG
131
SevenBridge Financial Group
Pennsylvania
$6K 225 +225 New
BlackRock
132
BlackRock
New York
$3K 115 -5 -4%
TWA
133
TCI Wealth Advisors
Arizona
$3K 120 +120 New
FAAS
134
First Allied Advisory Services
California
$3K 120 +120 New
LGWM
135
Litman Gregory Wealth Management
California
$70 2,695 – –
PCG
136
Private Capital Group
Connecticut
$70 820 +820 New
Jane Street
137
Jane Street
New York
– – -73,495 Closed
CS
138
Credit Suisse
Switzerland
– – -53,255 Closed
ONB
139
Old National Bancorp
Indiana
– – -34,130 Closed
NPC
140
National Planning Corporation
California
– – -32,655 Closed
BTS
141
BB&T Securities
Virginia
– – -17,280 Closed
SPC
142
Sigma Planning Corp
Michigan
– – -11,580 Closed
PFS
143
Prospera Financial Services
Texas
– – -9,955 Closed
VFA
144
Voya Financial Advisors
Connecticut
– – -9,590 Closed
AFNAS
145
American Financial Network Advisory Services
California
– – -360 Closed
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
– – -90 Closed
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
– – -15 Closed
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$0 5 – –
2 3 4 5
6