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

123 hedge funds and large institutions have $666M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
3.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
12
Increased
41
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.14M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.09M
4
Ameriprise
4
Ameriprise
Minnesota
$18.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.9M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.4M
3
Jane Street
3
Jane Street
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$13.7M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$113M 969,981 +30,498 +3%
HT
2
Hefren-Tillotson
Pennsylvania
$66.2M 568,976 +1,015 +0.2%
CSIA
3
Charles Schwab Investment Advisory
California
$43.2M 371,108 -7,474 -2%
Mariner
4
Mariner
Kansas
$39.3M 337,243 +12,297 +4%
LPT
5
Legacy Private Trust
Wisconsin
$36.4M 312,799 -28,252 -8%
CPO
6
Cerity Partners OCIO
New York
$34.2M 293,970 +18,255 +7%
UBS Group
7
UBS Group
Switzerland
$33.4M 287,123 +2,552 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
$31.8M 273,098 +19,754 +8%
RJA
9
Raymond James & Associates
Florida
$24.7M 211,776 +1,655 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$18.1M 155,579 +22,739 +17%
Wells Fargo
11
Wells Fargo
California
$17.5M 150,703 -10,821 -7%
FWM
12
Frontier Wealth Management
Missouri
$13.7M 117,620 -22,741 -16%
DPA
13
Delphi Private Advisors
California
$10.9M 93,835 -9,417 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.84M 84,479 +2,408 +3%
KL
15
Kinsight LLC
Alabama
$9.67M 83,043 -8,920 -10%
BPB
16
Badgley, Phelps & Bell
Washington
$9.35M 80,272 +3,203 +4%
JWA
17
JFS Wealth Advisors
Pennsylvania
$9.27M 80,364 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.05M 77,717 +4,169 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.92M 67,985 -2,434 -3%
LPL Financial
20
LPL Financial
California
$7.22M 62,689 -730 -1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$6.74M 57,910 +218 +0.4%
CAN
22
Cetera Advisor Networks
California
$6.63M 56,980 +10,687 +23%
CC
23
Callan Capital
California
$6.16M 52,941 -1,985 -4%
MAM
24
Marquette Asset Management
Minnesota
$5.95M 51,070 +197 +0.4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.37M 46,102 +4,718 +11%
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