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Invesco FTSE RAFI US 1500 Small-Mid ETF

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.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $242M → $308M (+$66.1M)

8% more funds holding

Funds holding: 6166 (+5)

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
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
26
Mosaic Financial Partners
California
$2.13M -$114K -6,600 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.84M +$61.1K +3,525 +4%
AIG
28
American International Group
New York
$1.7M +$1.56M +90,115 +1,800%
PWAP
29
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M
Ameriprise
30
Ameriprise
Minnesota
$1.49M +$183K +10,565 +15%
PI
31
Placemark Investments
Illinois
$957K +$14.4K +830 +2%
AIA
32
Arbor Investment Advisors
North Carolina
$815K -$2.52K -145 -0.3%
CA
33
Cetera Advisors
Colorado
$685K -$11.7K -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 +$61.7K +3,555 +13%
CPO
37
Cerity Partners OCIO
New York
$501K +$78.4K +4,520 +19%
US Bancorp
38
US Bancorp
Minnesota
$499K
MCC
39
Mid Continent Capital
Illinois
$482K -$21.7K -1,250 -4%
CWM
40
Concert Wealth Management
California
$447K -$6.07K -350 -1%
EWM
41
Evercore Wealth Management
New York
$432K
CWA
42
Convergent Wealth Advisors
Maryland
$412K +$399K +23,000 New
MFS
43
MSI Financial Services
Massachusetts
$391K +$3.12K +180 +0.8%
WG
44
Welch Group
Alabama
$373K -$26K -1,500 -7%
LPT
45
Legacy Private Trust
Wisconsin
$370K
HCA
46
Harbour Capital Advisors
Virginia
$367K
RP
47
Reinhart Partners
Wisconsin
$329K -$137K -7,890 -30%
SSWM
48
Sheets Smith Wealth Management
North Carolina
$323K +$954 +55 +0.3%
Mariner
49
Mariner
Kansas
$287K
FHB
50
First Hawaiian Bank
Hawaii
$281K