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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 %
JFA
126
JNBA Financial Advisors
Minnesota
$35K 250 – –
ME
127
McIlrath & Eck
Washington
$34K 241 +115 +91%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$32K 230 – –
PCTC
129
Perkins Coie Trust Company
Washington
$31K 222 – –
CF
130
Centaurus Financial
California
$28K 198 +198 New
AF
131
Advisornet Financial
Minnesota
$28K 198 +198 New
CCM
132
Covington Capital Management
California
$18K 130 – –
BCM
133
Brasada Capital Management
Texas
$15K 106 – –
CPA
134
Clear Perspective Advisors
Illinois
$13K 92 +88 +2,200%
TIM
135
Tortoise Investment Management
New York
$12K 84 – –
SEI Investments
136
SEI Investments
Pennsylvania
$10K 74 – –
CAC
137
Certified Advisory Corp
Florida
$10K 71 +1 +1%
HS
138
Horan Securities
United States
$8K 54 – –
ARMC
139
American Research & Management Company
Massachusetts
$7K 50 – –
SF
140
Synovus Financial
Georgia
$5K 33 – –
GWM
141
Geneos Wealth Management
Colorado
$4K 34 +34 New
BlackRock
142
BlackRock
New York
$3K 23 – –
NWM
143
Northwest Wealth Management
Iowa
$3K 23 – –
FWM
144
Frontier Wealth Management
Missouri
– – -113,798 Closed
MWM
145
Merriman Wealth Management
Washington
– – -49,492 Closed
SC
146
Scotia Capital
Ontario, Canada
– – -6,250 Closed
CTC
147
Central Trust Company
Missouri
– – -5,004 Closed
PWAP
148
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– – -2,060 Closed
RFC
149
Regions Financial Corp
Alabama
– – -1,309 Closed
SP
150
SWS Partners
Ohio
– – -1,303 Closed
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6
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