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

110 hedge funds and large institutions have $914M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
4
Increased
47
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$338M
2
CPO
2
Cerity Partners OCIO
New York
$28.2M
3
CAN
3
Cetera Advisor Networks
California
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
RJA
5
Raymond James & Associates
Florida
$22.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.2M
2
Bank of America
2
Bank of America
North Carolina
$94.4M
3
LPT
3
Legacy Private Trust
Wisconsin
$31.3M
4
AW
4
ACG Wealth
Georgia
$680K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.33M +$375K +17,785 +9%
US Bancorp
27
US Bancorp
Minnesota
$3.77M -$293K -13,900 -7%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.68M -$423K -20,070 -10%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$3.57M -$386K -18,320 -10%
MFP
30
Mosaic Financial Partners
California
$3.44M +$117K +5,545 +4%
MIH
31
Madison Investment Holdings
Wisconsin
$3.34M +$60K +2,845 +2%
AFG
32
Albion Financial Group
Utah
$2.46M – – –
Jane Street
33
Jane Street
New York
$2.38M -$1.94M -91,965 -45%
TWA
34
Tillar-Wenstrup Advisors
Ohio
$2.33M -$90.3K -4,285 -4%
LA
35
LVW Advisors
New York
$2.3M -$161K -7,625 -7%
HighTower Advisors
36
HighTower Advisors
Illinois
$2.22M +$868K +41,310 +64%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.59M +$140K +6,630 +10%
CS
38
Credit Suisse
Switzerland
$1.57M +$272K +12,910 +21%
NEPWA
39
New England Private Wealth Advisors
Massachusetts
$1.53M +$950 +45 +0.1%
TH
40
Timber Hill
Connecticut
$1.36M +$369K +17,500 +37%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.21M +$220K +10,450 +22%
Citadel Advisors
42
Citadel Advisors
Florida
$1.18M +$182K +8,635 +18%
PAG
43
Private Advisor Group
New Jersey
$1.12M +$673K +32,215 +151%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$1.11M +$44.8K +2,125 +4%
TRCT
45
Tower Research Capital (TRC)
New York
$1.1M -$1.63M -77,560 -60%
SSWM
46
Sheets Smith Wealth Management
North Carolina
$1.08M +$20.2K +960 +2%
CTC
47
Central Trust Company
Missouri
$1.08M -$75.3K -3,575 -7%
PWAP
48
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$951K +$10.6K +505 +1%
MHS
49
M Holdings Securities
Oregon
$902K +$20.7K +980 +2%
PO
50
Private Ocean
California
$870K +$1.27K +60 +0.1%
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