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Invesco FTSE RAFI US 1500 Small-Mid ETF

123 hedge funds and large institutions have $841M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
3.07%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
9
Increased
51
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$118M 942,252 -1,715 -0.2%
Invesco
2
Invesco
Georgia
$117M 932,721 -34,104 -4%
HT
3
Hefren-Tillotson
Pennsylvania
$73.3M 585,120 +12,269 +2%
Mariner
4
Mariner
Kansas
$49.3M 393,618 +30,474 +8%
CSIA
5
Charles Schwab Investment Advisory
California
$48.1M 383,519 +13,762 +4%
CPO
6
Cerity Partners OCIO
New York
$41M 327,330 +15,854 +5%
Morgan Stanley
7
Morgan Stanley
New York
$38.5M 306,964 +35,665 +13%
UBS Group
8
UBS Group
Switzerland
$33.9M 270,709 -8,077 -3%
LPT
9
Legacy Private Trust
Wisconsin
$32.6M 259,918 -17,307 -6%
RJA
10
Raymond James & Associates
Florida
$27.5M 219,303 +3,482 +2%
Wells Fargo
11
Wells Fargo
California
$21.3M 170,301 +12,259 +8%
FWM
12
Frontier Wealth Management
Missouri
$14.6M 116,356 -990 -0.8%
Ameriprise
13
Ameriprise
Minnesota
$13.8M 110,392 -884 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.9M 95,034 +3,329 +4%
DPA
15
Delphi Private Advisors
California
$11.5M 91,950 -1,453 -2%
BPB
16
Badgley, Phelps & Bell
Washington
$10.6M 84,360 +1,600 +2%
EC
17
Estate Counselors
Wisconsin
$10.4M 82,870 +82,870 New
WA
18
Waverly Advisors
Alabama
$9.64M 76,882 +76,882 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.44M 75,298 -2,401 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.63M 68,829 +767 +1%
LPL Financial
21
LPL Financial
California
$8.29M 66,138 +1,893 +3%
CAN
22
Cetera Advisor Networks
California
$7.71M 61,435 +944 +2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$7.4M 58,213 +552 +1%
JWA
24
JFS Wealth Advisors
Pennsylvania
$6.65M 53,017 -5,698 -10%
CC
25
Callan Capital
California
$6.55M 52,282 +617 +1%