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

28 hedge funds and large institutions have $32.4M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$10.6M +$307K +11,124 +3%
CIC
2
Cutler Investment Counsel
Oregon
$5.45M +$63.9K +2,314 +1%
Bank of America
3
Bank of America
North Carolina
$3.38M +$978K +35,429 +41%
JWA
4
JFS Wealth Advisors
Pennsylvania
$3.15M +$184K +6,666 +6%
U
5
UBS
Switzerland
$2.29M +$265K +9,604 +13%
Morgan Stanley
6
Morgan Stanley
New York
$1.2M +$186K +6,736 +18%
BOTW
7
Bank of the West
California
$1.01M +$45K +1,628 +5%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$753K +$30.5K +1,104 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$742K +$23K +833 +3%
RJA
10
Raymond James & Associates
Florida
$626K +$24.3K +881 +4%
MHS
11
M Holdings Securities
Oregon
$518K +$52.3K +1,894 +11%
UCFA
12
United Capital Financial Advisors
Texas
$422K +$143K +5,185 +51%
CAN
13
Cetera Advisor Networks
California
$404K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$365K +$110K +3,969 +43%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$322K -$29.7K -1,074 -8%
LPL Financial
16
LPL Financial
California
$253K +$9.63K +353 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$228K -$53.2K -1,928 -19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$224K +$44.2K +1,601 +25%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$209K -$1.36M -49,280 -87%
Ameriprise
20
Ameriprise
Minnesota
$120K +$56.4K +2,038 +89%
GT
21
Glenmede Trust
Pennsylvania
$40K
Invesco
22
Invesco
Georgia
$34K +$34K +1,246 New
Creative Planning
23
Creative Planning
Kansas
$32K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$21K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$6K