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Invesco FTSE RAFI US 1500 Small-Mid ETF

66 hedge funds and large institutions have $308M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $242M → $308M (+$66.1M)

8% more funds holding

Funds holding: 6166 (+5)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
29
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$253K +$245K +14,135 New
Citigroup
52
Citigroup
New York
$237K -$59.2K -3,415 -21%
PTC
53
Private Trust Company
Ohio
$216K -$34.4K -1,985 -14%
1GA
54
1st Global Advisors
Texas
$205K +$199K +11,475 New
CFA
55
Carroll Financial Associates
North Carolina
$170K +$165K +9,500 New
GT
56
Glenmede Trust
Pennsylvania
$154K
Barclays
57
Barclays
United Kingdom
$133K +$22.8K +1,315 +21%
LNB
58
Ledyard National Bank
$110K +$106K +6,125 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$108K +$52.3K +3,015 +99%
CEMP
60
Compass Efficient Model Portfolios
Tennessee
$55K -$2.87M -165,305 -98%
CAW
61
Cornerstone Advisors (Washington)
Washington
$55K +$53.3K +3,075 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$54K +$52.3K +3,015 New
NES
63
New England Securities
New York
$32K +$10.4K +600 +50%
CTC
64
Central Trust Company
Missouri
$24K -$73.4K -4,230 -76%
RIA
65
Regal Investment Advisors
Michigan
$10K
FWM
66
Focused Wealth Management
New York
$7K +$7.02K +405 New
TH
67
Timber Hill
Connecticut
-$789K -48,675 Closed
Macquarie Group
68
Macquarie Group
Australia
-$313K -19,300 Closed
CG
69
Colony Group
Massachusetts
-$270K -16,700 Closed
Comerica Bank
70
Comerica Bank
Texas
-$250K -15,400 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
-$201K -12,415 Closed
WA
72
WFG Advisors
Texas
-$5K -310 Closed