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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.

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

Top Sellers

1
Invesco
Invesco
Georgia
$117M
2
EC
Estate Counselors
Wisconsin
$0
3
LPT
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
Raymond James & Associates
Florida
$27.5M
5
JWA
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Covington Capital Management
California
$17K – – –
ME
127
McIlrath & Eck
Washington
$16K -$3.94K -155 -20%
BCM
128
Brasada Capital Management
Texas
$14K +$14K +530 New
TIM
129
Tortoise Investment Management
New York
$11K – – –
SEI Investments
130
SEI Investments
Pennsylvania
$10K +$10K +370 New
CAC
131
Certified Advisory Corp
Florida
$9K – – –
HS
132
Horan Securities
United States
$7K – – –
ARMC
133
American Research & Management Company
Massachusetts
$6K +$6K +250 New
SF
134
Synovus Financial
Georgia
$4K +$4K +165 New
BlackRock
135
BlackRock
New York
$3K – – –
NWM
136
Northwest Wealth Management
Iowa
$3K +$3K +115 New
CPA
137
Clear Perspective Advisors
Illinois
$1K +$1K +20 New
EC
138
Estate Counselors
Wisconsin
– -$9.76M -375,850 Closed
Brown Advisory
139
Brown Advisory
Maryland
– -$840K -32,330 Closed
IFWM
140
Institute for Wealth Management
Colorado
– -$632K -24,360 Closed
SCA
141
Snowden Capital Advisors
New York
– -$441K -16,975 Closed
WG
142
Welch Group
Alabama
– -$411K -15,825 Closed
LNC
143
Lincoln National Corp
Pennsylvania
– -$353K -13,605 Closed
IH
144
IFC Holdings
Florida
– -$292K -11,155 Closed
CL
145
CPWM LLC
Washington
– -$286K -11,000 Closed
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
– -$283K -10,905 Closed
Citadel Advisors
147
Citadel Advisors
Florida
– -$218K -8,385 Closed
AW
148
ACG Wealth
Georgia
– -$209K -8,045 Closed
TH
149
Timber Hill
Connecticut
– -$207K -7,980 Closed
HNB
150
Huntington National Bank
Ohio
– -$55K -2,100 Closed
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