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

103 hedge funds and large institutions have $512M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.22%
New
11
Increased
34
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$49.1M
2
LPT
2
Legacy Private Trust
Wisconsin
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$22.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.26M
5
Invesco
5
Invesco
Georgia
$6.97M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.8M
2
LPL Financial
2
LPL Financial
California
$9.06M
3
BPB
3
Badgley, Phelps & Bell
Washington
$6.32M
4
SSWM
4
Sheets Smith Wealth Management
North Carolina
$873K
5
Morgan Stanley
5
Morgan Stanley
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$4.2M -$123K -6,745 -3%
Ameriprise
27
Ameriprise
Minnesota
$4.09M +$719K +39,335 +21%
AW
28
ACG Wealth
Georgia
$3.73M -$1.4M -76,410 -27%
BSWM
29
Boston Standard Wealth Management
Massachusetts
$3.72M -$519K -28,720 -12%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$3.3M +$5.3K +290 +0.2%
MIH
31
Madison Investment Holdings
Wisconsin
$2.62M -$378K -20,660 -13%
Citadel Advisors
32
Citadel Advisors
Florida
$2.55M +$920K +50,345 +56%
LA
33
LVW Advisors
New York
$2.54M -$13.2K -720 -0.5%
MFP
34
Mosaic Financial Partners
California
$2.46M +$274K +14,980 +13%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.26M +$2.26M +123,560 New
AFG
36
Albion Financial Group
Utah
$2.13M -$48K -2,625 -2%
SI
37
SII Investments
Wisconsin
$2M +$1.19K +65 +0.1%
Jane Street
38
Jane Street
New York
$1.83M -$838K -45,790 -31%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.4M +$254K +13,870 +22%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.29M +$359K +19,600 +38%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.27M -$35.6K -1,945 -3%
CTC
42
Central Trust Company
Missouri
$1.16M -$35.7K -1,950 -3%
HT
43
Hefren-Tillotson
Pennsylvania
$1.09M +$98K +5,360 +10%
VKH
44
Virtu KCG Holdings
New York
$903K +$903K +49,385 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$873K -$5.57M -304,375 -86%
PO
46
Private Ocean
California
$859K +$1.1K +60 +0.1%
AIG
47
American International Group
New York
$823K -$118K -6,475 -13%
Barclays
48
Barclays
United Kingdom
$821K -$928K -50,925 -53%
PWAP
49
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$793K +$75.4K +4,125 +11%
MHS
50
M Holdings Securities
Oregon
$758K -$7.87K -430 -1%
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