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

97 hedge funds and large institutions have $511M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
10
Increased
36
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$15.9M
2
CPO
2
Cerity Partners OCIO
New York
$15.2M
3
Mariner
3
Mariner
Kansas
$31.3M
4
Jane Street
4
Jane Street
New York
$4.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
BPB
1
Badgley, Phelps & Bell
Washington
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$17.8M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$4.57M +$4.57M +219,850 New
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$3.74M +$2.71K +130 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$3.67M +$547K +26,270 +18%
MIH
29
Madison Investment Holdings
Wisconsin
$3.27M -$121K -5,820 -4%
UCFA
30
United Capital Financial Advisors
Texas
$2.71M -$1.03M -49,875 -28%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.7M -$89K -4,280 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.64M +$356K +17,130 +16%
LA
33
LVW Advisors
New York
$2.63M -$34.4K -1,655 -1%
MFP
34
Mosaic Financial Partners
California
$2.58M -$130K -6,255 -5%
AFG
35
Albion Financial Group
Utah
$2.48M – – –
SSWM
36
Sheets Smith Wealth Management
North Carolina
$2.44M +$170K +8,160 +7%
SI
37
SII Investments
Wisconsin
$2.15M -$202K -9,700 -9%
Barclays
38
Barclays
United Kingdom
$1.79M +$82.4K +3,960 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.5M -$3.35M -161,210 -69%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.48M +$1.43M +68,565 +2,493%
CTC
41
Central Trust Company
Missouri
$1.37M +$195K +9,385 +17%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.33M -$6.14K -295 -0.5%
Invesco
43
Invesco
Georgia
$1.28M +$563K +27,060 +78%
HT
44
Hefren-Tillotson
Pennsylvania
$1M +$248K +11,945 +33%
PO
45
Private Ocean
California
$974K +$2.7K +130 +0.3%
NPC
46
National Planning Corporation
California
$871K -$1.2M -58,230 -58%
MHS
47
M Holdings Securities
Oregon
$844K +$59.1K +2,840 +8%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$827K +$2.18K +105 +0.3%
PWAP
49
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$816K -$1.02M -49,250 -56%
AIG
50
American International Group
New York
$803K +$195K +9,370 +32%
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