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

30 hedge funds and large institutions have $32.2M invested in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.94M -$51.6K -1,983 -0.5%
BOTW
2
Bank of the West
California
$3.52M +$2.57M +98,965 +272%
JWA
3
JFS Wealth Advisors
Pennsylvania
$3.18M +$211K +8,112 +7%
Bank of America
4
Bank of America
North Carolina
$2.64M -$543K -20,891 -17%
CIC
5
Cutler Investment Counsel
Oregon
$2.47M -$2.67M -102,563 -52%
UBS Group
6
UBS Group
Switzerland
$2.12M +$2.12M +81,473 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.1M +$1.9M +73,125 +965%
Morgan Stanley
8
Morgan Stanley
New York
$1.26M +$129K +4,976 +11%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$692K -$17.2K -661 -2%
MHS
10
M Holdings Securities
Oregon
$512K +$24.4K +939 +5%
UCFA
11
United Capital Financial Advisors
Texas
$506K +$109K +4,182 +27%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$428K +$125K +4,792 +41%
Goldman Sachs
13
Goldman Sachs
New York
$382K +$382K +14,681 New
CAN
14
Cetera Advisor Networks
California
$337K -$43.5K -1,671 -11%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$337K -$6.16K -237 -2%
Invesco
16
Invesco
Georgia
$307K +$275K +10,577 +849%
SPC
17
Sigma Planning Corp
Michigan
$275K +$275K +10,573 New
KA
18
Klingman & Associates
New York
$260K +$260K +10,000 New
LPL Financial
19
LPL Financial
California
$238K -$2.6K -100 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$223K +$12.2K +470 +6%
Jane Street
21
Jane Street
New York
$207K +$207K +7,980 New
GWA
22
Genesis Wealth Advisors
Massachusetts
$137K +$137K +4,956 New
GT
23
Glenmede Trust
Pennsylvania
$38K
Creative Planning
24
Creative Planning
Kansas
$30K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$19K +$127 +5 +0.7%