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

144 hedge funds and large institutions have $964M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.23%
New
18
Increased
50
Reduced
40
Closed
11
Calls
$278K
Puts
$292K
Net Calls
-$14K
Net Calls Change
-$14K

Top Buyers

1
RCA
1
Rowland Carmichael Advisors
Arizona
$13.5M
2
EC
2
Estate Counselors
Wisconsin
$9.55M
3
Mariner
3
Mariner
Kansas
$68.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.7M
5
PI
5
PFS Investments
Georgia
$11.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.3M
2
FWM
2
Frontier Wealth Management
Missouri
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$27.5M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
CSIA
5
Charles Schwab Investment Advisory
California
$68.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$126M 902,285 -3,318 -0.4%
HT
2
Hefren-Tillotson
Pennsylvania
$82.6M 593,398 +7,069 +1%
Morgan Stanley
3
Morgan Stanley
New York
$80.7M 579,965 +21,576 +4%
Mariner
4
Mariner
Kansas
$68.3M 490,844 +31,349 +7%
CSIA
5
Charles Schwab Investment Advisory
California
$68.3M 490,502 -33,501 -6%
CPO
6
Cerity Partners OCIO
New York
$54.6M 392,316 +15,381 +4%
UBS Group
7
UBS Group
Switzerland
$41.7M 299,797 -2,143 -0.7%
Wells Fargo
8
Wells Fargo
California
$31.9M 229,280 +4,996 +2%
RJA
9
Raymond James & Associates
Florida
$30.9M 221,956 +8,376 +4%
Bank of America
10
Bank of America
North Carolina
$29.3M 210,268 -740,543 -78%
WA
11
Waverly Advisors
Alabama
$28.5M 204,442 +4,556 +2%
LPT
12
Legacy Private Trust
Wisconsin
$27.5M 197,398 -51,867 -21%
TC
13
Trilogy Capital
California
$18.8M 135,057 +7,963 +6%
Ameriprise
14
Ameriprise
Minnesota
$15.7M 112,849 -14,849 -12%
RCA
15
Rowland Carmichael Advisors
Arizona
$13.5M 96,872 +96,872 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.5M 96,653 +135 +0.1%
BPB
17
Badgley, Phelps & Bell
Washington
$12.6M 90,313 +2,044 +2%
PI
18
PFS Investments
Georgia
$11.8M 82,048 +19,166 +30%
DPA
19
Delphi Private Advisors
California
$11M 78,874 -6,314 -7%
LPL Financial
20
LPL Financial
California
$10.9M 78,399 +1,924 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$10.5M 75,324 +681 +0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.87M 70,941 -1,690 -2%
EC
23
Estate Counselors
Wisconsin
$9.55M 68,610 +68,610 New
CAN
24
Cetera Advisor Networks
California
$8.54M 61,365 -1,065 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$8.45M 58,658 -231 -0.4%
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