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

137 hedge funds and large institutions have $939M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
3.11%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
26
Increased
44
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$143M
2
WA
2
Waverly Advisors
Alabama
$24.1M
3
TC
3
Trilogy Capital
California
$13.9M
4
AFA
4
Arlington Financial Advisors
California
$6.63M
5
PI
5
PFS Investments
Georgia
$5.88M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$893K
2
CSIA
2
Charles Schwab Investment Advisory
California
$47.9M
3
Jane Street
3
Jane Street
New York
$0
4
PAG
4
Private Advisor Group
New Jersey
$1.2M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$143M 1,104,549 +171,828 +18%
Bank of America
2
Bank of America
North Carolina
$123M 944,817 +2,565 +0.3%
HT
3
Hefren-Tillotson
Pennsylvania
$75.7M 582,523 -2,597 -0.4%
Mariner
4
Mariner
Kansas
$54M 415,768 +22,150 +6%
CSIA
5
Charles Schwab Investment Advisory
California
$47.9M 368,662 -14,857 -4%
CPO
6
Cerity Partners OCIO
New York
$46.1M 355,211 +27,881 +9%
Morgan Stanley
7
Morgan Stanley
New York
$41.1M 316,591 +9,627 +3%
UBS Group
8
UBS Group
Switzerland
$36.6M 281,794 +11,085 +4%
LPT
9
Legacy Private Trust
Wisconsin
$36M 277,089 +17,171 +7%
RJA
10
Raymond James & Associates
Florida
$28.7M 220,905 +1,602 +0.7%
WA
11
Waverly Advisors
Alabama
$24.1M 185,469 +108,587 +141%
Wells Fargo
12
Wells Fargo
California
$22.8M 175,809 +5,508 +3%
Ameriprise
13
Ameriprise
Minnesota
$15.3M 117,979 +7,587 +7%
FWM
14
Frontier Wealth Management
Missouri
$14M 107,496 -8,860 -8%
TC
15
Trilogy Capital
California
$13.9M 106,733 +106,733 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.5M 96,492 +1,458 +2%
DPA
17
Delphi Private Advisors
California
$11.5M 88,348 -3,602 -4%
BPB
18
Badgley, Phelps & Bell
Washington
$11.1M 85,567 +1,207 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.77M 75,209 -89 -0.1%
EC
20
Estate Counselors
Wisconsin
$9.76M 75,170 -7,700 -9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$9.69M 74,587 +5,758 +8%
LPL Financial
22
LPL Financial
California
$8.64M 66,540 +402 +0.6%
CAN
23
Cetera Advisor Networks
California
$8.06M 62,106 +671 +1%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$7.91M 58,681 +468 +0.8%
CC
25
Callan Capital
California
$6.83M 52,603 +321 +0.6%
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