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Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF

25 hedge funds and large institutions have $30.7M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.4M +$1.1M +38,749 +12%
CIC
2
Cutler Investment Counsel
Oregon
$5.35M +$88.5K +3,132 +2%
JWA
3
JFS Wealth Advisors
Pennsylvania
$2.97M +$355K +12,564 +14%
U
4
UBS
Switzerland
$1.69M -$80.5K -2,848 -5%
Bank of America
5
Bank of America
North Carolina
$1.6M -$267K -9,438 -14%
Jane Street
6
Jane Street
New York
$1.53M -$521K -18,443 -25%
Morgan Stanley
7
Morgan Stanley
New York
$1.24M +$468K +16,567 +61%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.07M +$71.2K +2,528 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1M +$823K +29,127 +455%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$837K +$60.1K +2,126 +8%
RJA
11
Raymond James & Associates
Florida
$604K -$286K -10,123 -32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$594K +$242K +8,561 +69%
BOTW
13
Bank of the West
California
$441K +$441K +15,621 New
MHS
14
M Holdings Securities
Oregon
$366K +$46.1K +1,631 +14%
Goldman Sachs
15
Goldman Sachs
New York
$366K +$366K +12,943 New
HighTower Advisors
16
HighTower Advisors
Illinois
$270K -$19.1K -678 -7%
LPL Financial
17
LPL Financial
California
$249K +$29.6K +1,049 +14%
GT
18
Glenmede Trust
Pennsylvania
$41K
Ameriprise
19
Ameriprise
Minnesota
$37K +$8.74K +305 +31%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$21K +$28 +1 +0.1%
MA
21
MUFG Americas
New York
$8K +$8K +300 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$6K
Citigroup
23
Citigroup
New York
$3K
1IC
24
1919 Investment Counsel
Maryland
$3K
MFS
25
MSI Financial Services
Massachusetts
$1K -$5.07K -142 -84%