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

121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
18
Increased
43
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$39.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
EC
3
Estate Counselors
Wisconsin
$3.48M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
Mariner
5
Mariner
Kansas
$37.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.46M
2
Invesco
2
Invesco
Georgia
$365M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
UBS Group
4
UBS Group
Switzerland
$32.8M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$9.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.77M +$30.6K +1,325 +0.6%
US Bancorp
27
US Bancorp
Minnesota
$4.17M +$45K +1,950 +1%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.87M -$160K -6,950 -4%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$3.8M -$103K -4,460 -3%
MIH
30
Madison Investment Holdings
Wisconsin
$3.75M +$96.6K +4,190 +3%
MFP
31
Mosaic Financial Partners
California
$3.73M -$34K -1,475 -0.9%
EC
32
Estate Counselors
Wisconsin
$3.48M +$3.48M +150,950 New
Jane Street
33
Jane Street
New York
$3.12M +$521K +22,585 +20%
G
34
GenTrust
Florida
$2.98M +$2.98M +129,065 New
AFG
35
Albion Financial Group
Utah
$2.69M – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$2.58M +$134K +5,810 +5%
TWA
37
Tillar-Wenstrup Advisors
Ohio
$2.52M -$34.8K -1,510 -1%
LA
38
LVW Advisors
New York
$2.42M -$94.5K -4,100 -4%
PAG
39
Private Advisor Group
New Jersey
$2.03M +$777K +33,295 +62%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.73M – – –
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.69M +$23.1K +1,000 +1%
CS
42
Credit Suisse
Switzerland
$1.64M -$72.9K -3,160 -4%
TRCT
43
Tower Research Capital (TRC)
New York
$1.6M +$396K +17,155 +33%
CFA
44
Carroll Financial Associates
North Carolina
$1.5M +$1.1M +47,940 +280%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.22M – – –
CTC
46
Central Trust Company
Missouri
$1.06M -$119K -5,180 -10%
PWAP
47
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.04M – – –
SSWM
48
Sheets Smith Wealth Management
North Carolina
$1.02M -$160K -6,955 -14%
AIA
49
Arbor Investment Advisors
North Carolina
$1M +$63.2K +2,740 +7%
VC
50
Vicus Capital
Pennsylvania
$957K +$957K +41,510 New
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