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

96 hedge funds and large institutions have $487M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
22
Increased
36
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
KL
2
Kinsight LLC
Alabama
$10.1M
3
CPO
3
Cerity Partners OCIO
New York
$5.93M
4
Mariner
4
Mariner
Kansas
$22.5M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$20.7M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$16.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.94M
3
Jane Street
3
Jane Street
New York
$0
4
EWM
4
Evercore Wealth Management
New York
$0
5
LPL Financial
5
LPL Financial
California
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.64M -$409K -20,305 -10%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$3.61M -$159K -7,920 -4%
MIH
28
Madison Investment Holdings
Wisconsin
$3.28M -$399K -19,820 -11%
Ameriprise
29
Ameriprise
Minnesota
$3.03M -$193K -9,540 -6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.7M -$220K -10,920 -8%
MFP
31
Mosaic Financial Partners
California
$2.62M +$296K +14,705 +13%
LA
32
LVW Advisors
New York
$2.58M +$2.58M +127,880 New
AFG
33
Albion Financial Group
Utah
$2.4M – – –
SI
34
SII Investments
Wisconsin
$2.27M +$274K +13,650 +14%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.21M +$52K +2,580 +2%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.2M +$1.55M +76,980 +240%
NPC
37
National Planning Corporation
California
$1.97M -$97K -4,950 -5%
PWAP
38
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.78M – – –
Barclays
39
Barclays
United Kingdom
$1.64M +$232K +11,595 +17%
Citadel Advisors
40
Citadel Advisors
Florida
$1.48M +$1.48M +73,315 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.29M +$129K +6,400 +11%
CTC
42
Central Trust Company
Missouri
$1.14M +$1.03M +51,235 +960%
LNB
43
Ledyard National Bank
$1.11M +$372K +18,475 +50%
PO
44
Private Ocean
California
$941K -$35.9K -1,780 -4%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$799K +$36.7K +1,820 +5%
MHS
46
M Holdings Securities
Oregon
$760K +$51.4K +2,550 +7%
AIA
47
Arbor Investment Advisors
North Carolina
$735K +$31.2K +1,550 +4%
HT
48
Hefren-Tillotson
Pennsylvania
$728K +$281K +13,945 +63%
ONB
49
Old National Bancorp
Indiana
$709K +$17.3K +860 +3%
Invesco
50
Invesco
Georgia
$697K +$620K +30,755 +806%
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