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

128 hedge funds and large institutions have $772M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
3.2%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
16
Increased
40
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$114M
2
Mariner
2
Mariner
Kansas
$43M
3
TA
3
Tiedemann Advisors
New York
$2.69M
4
CPO
4
Cerity Partners OCIO
New York
$36.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.14M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$13.1M
2
LPT
2
Legacy Private Trust
Wisconsin
$32.8M
3
Bank of America
3
Bank of America
North Carolina
$112M
4
EC
4
Estate Counselors
Wisconsin
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$114M 966,825 +933,299 +2,784%
Bank of America
2
Bank of America
North Carolina
$112M 943,967 -26,014 -3%
HT
3
Hefren-Tillotson
Pennsylvania
$67.8M 572,851 +3,875 +0.7%
CSIA
4
Charles Schwab Investment Advisory
California
$43.8M 369,757 -1,351 -0.4%
Mariner
5
Mariner
Kansas
$43M 363,144 +25,901 +8%
CPO
6
Cerity Partners OCIO
New York
$36.9M 311,476 +17,506 +6%
UBS Group
7
UBS Group
Switzerland
$33M 278,786 -8,337 -3%
LPT
8
Legacy Private Trust
Wisconsin
$32.8M 277,225 -35,574 -11%
Morgan Stanley
9
Morgan Stanley
New York
$32.1M 271,299 -1,799 -0.7%
RJA
10
Raymond James & Associates
Florida
$25.5M 215,821 +4,045 +2%
Wells Fargo
11
Wells Fargo
California
$18.7M 158,042 +7,339 +5%
FWM
12
Frontier Wealth Management
Missouri
$13.9M 117,346 -274 -0.2%
Ameriprise
13
Ameriprise
Minnesota
$13.1M 111,276 -44,303 -28%
DPA
14
Delphi Private Advisors
California
$11.1M 93,403 -432 -0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.9M 91,705 +7,226 +9%
BPB
16
Badgley, Phelps & Bell
Washington
$9.79M 82,760 +2,488 +3%
KL
17
Kinsight LLC
Alabama
$9.25M 78,140 -4,903 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.19M 77,699 -18 -0%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$8.05M 68,062 +77 +0.1%
LPL Financial
20
LPL Financial
California
$7.6M 64,245 +1,556 +2%
CAN
21
Cetera Advisor Networks
California
$7.17M 60,491 +3,511 +6%
JWA
22
JFS Wealth Advisors
Pennsylvania
$6.95M 58,715 -21,649 -27%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$6.79M 57,661 -249 -0.4%
CC
24
Callan Capital
California
$6.11M 51,665 -1,276 -2%
MAM
25
Marquette Asset Management
Minnesota
$5.93M 50,070 -1,000 -2%
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