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

138 hedge funds and large institutions have $985M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
18
Increased
54
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
CSIA
2
Charles Schwab Investment Advisory
California
$67.6M
3
Wells Fargo
3
Wells Fargo
California
$28.9M
4
Mariner
4
Mariner
Kansas
$59.2M
5
PWAG
5
Polaris Wealth Advisory Group
California
$3.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
EC
2
Estate Counselors
Wisconsin
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$32.1M
4
RJA
4
Raymond James & Associates
Florida
$27.5M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$123M 950,811 +5,994 +0.6%
Invesco
2
Invesco
Georgia
$117M 905,603 -198,946 -18%
HT
3
Hefren-Tillotson
Pennsylvania
$75.6M 586,329 +3,806 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$72M 558,389 +241,798 +76%
CSIA
5
Charles Schwab Investment Advisory
California
$67.6M 524,003 +155,341 +42%
Mariner
6
Mariner
Kansas
$59.2M 459,495 +43,727 +11%
CPO
7
Cerity Partners OCIO
New York
$48.6M 376,935 +21,724 +6%
UBS Group
8
UBS Group
Switzerland
$38.9M 301,940 +20,146 +7%
LPT
9
Legacy Private Trust
Wisconsin
$32.1M 249,265 -27,824 -10%
Wells Fargo
10
Wells Fargo
California
$28.9M 224,284 +48,475 +28%
RJA
11
Raymond James & Associates
Florida
$27.5M 213,580 -7,325 -3%
WA
12
Waverly Advisors
Alabama
$25.8M 199,886 +14,417 +8%
Ameriprise
13
Ameriprise
Minnesota
$16.5M 127,698 +9,719 +8%
TC
14
Trilogy Capital
California
$16.4M 127,094 +20,361 +19%
FWM
15
Frontier Wealth Management
Missouri
$14.7M 113,798 +6,302 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$12.4M 96,518 +26 +0%
BPB
17
Badgley, Phelps & Bell
Washington
$11.4M 88,269 +2,702 +3%
DPA
18
Delphi Private Advisors
California
$11M 85,188 -3,160 -4%
LPL Financial
19
LPL Financial
California
$9.86M 76,475 +9,935 +15%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$9.62M 74,643 +56 +0.1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.36M 72,631 -2,578 -3%
PI
22
PFS Investments
Georgia
$8.26M 62,882 +19,215 +44%
CAN
23
Cetera Advisor Networks
California
$8.05M 62,430 +324 +0.5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$7.72M 58,889 +208 +0.4%
CC
25
Callan Capital
California
$6.82M 52,895 +292 +0.6%
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