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

66 hedge funds and large institutions have $308M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
29
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$7.87M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$7.52M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.12M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.95M
5
Bank of America
5
Bank of America
North Carolina
$82.8M

Top Sellers

1
CEMP
1
Compass Efficient Model Portfolios
Tennessee
$55K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.84M
3
TH
3
Timber Hill
Connecticut
$0
4
NYLIM
4
New York Life Investment Management
New York
$6.49M
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
26
Mosaic Financial Partners
California
$2.13M -$118K -6,600 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.84M +$63.1K +3,525 +4%
AIG
28
American International Group
New York
$1.7M +$1.61M +90,115 +1,800%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M – – –
Ameriprise
30
Ameriprise
Minnesota
$1.49M +$189K +10,565 +15%
PI
31
Placemark Investments
Illinois
$957K +$14.9K +830 +2%
AIA
32
Arbor Investment Advisors
North Carolina
$815K -$2.6K -145 -0.3%
CA
33
Cetera Advisors
Colorado
$685K -$12.1K -675 -2%
Brown Advisory
34
Brown Advisory
Maryland
$579K – – –
TT
35
Tower Trust
Indiana
$570K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$538K +$63.7K +3,555 +13%
CPO
37
Cerity Partners OCIO
New York
$501K +$81K +4,520 +19%
US Bancorp
38
US Bancorp
Minnesota
$499K – – –
MCC
39
Mid Continent Capital
Illinois
$482K -$22.4K -1,250 -4%
CWM
40
Concert Wealth Management
California
$447K -$6.24K -350 -1%
EWM
41
Evercore Wealth Management
New York
$432K – – –
CWA
42
Convergent Wealth Advisors
Maryland
$412K +$412K +23,000 New
MFS
43
MSI Financial Services
Massachusetts
$391K +$3.22K +180 +0.8%
WG
44
Welch Group
Alabama
$373K -$26.9K -1,500 -7%
LPT
45
Legacy Private Trust
Wisconsin
$370K – – –
HCA
46
Harbour Capital Advisors
Virginia
$367K – – –
RP
47
Reinhart Partners
Wisconsin
$329K -$141K -7,890 -30%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$323K +$984 +55 +0.3%
Mariner
49
Mariner
Kansas
$287K – – –
FHB
50
First Hawaiian Bank
Hawaii
$281K – – –
1
2
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