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

84 hedge funds and large institutions have $377M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
2.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
21
Increased
35
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
Wells Fargo
2
Wells Fargo
California
$31.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.4M
4
Mariner
4
Mariner
Kansas
$7.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.2M
3
OC
3
Oppenheimer & Co
New York
$0
4
Citigroup
4
Citigroup
New York
$74K
5
PI
5
Placemark Investments
Illinois
$880K
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
51
Welch Group
Alabama
$407K – – –
LPT
52
Legacy Private Trust
Wisconsin
$404K – – –
HCA
53
Harbour Capital Advisors
Virginia
$400K – – –
Barclays
54
Barclays
United Kingdom
$400K +$255K +13,180 +176%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$397K +$43.7K +2,235 +12%
RP
56
Reinhart Partners
Wisconsin
$349K -$9.57K -490 -3%
SWM
57
SVA Wealth Management
Wisconsin
$341K +$341K +17,460 New
BJL
58
Brighton Jones LLC
Washington
$307K +$307K +15,700 New
CFA
59
Carroll Financial Associates
North Carolina
$273K +$87.8K +4,500 +47%
FHB
60
First Hawaiian Bank
Hawaii
$265K -$42.7K -2,180 -14%
Northern Trust
61
Northern Trust
Illinois
$253K -$23.3K -1,190 -8%
1GA
62
1st Global Advisors
Texas
$222K -$2.25K -115 -1%
LNB
63
Ledyard National Bank
$215K +$95.3K +4,875 +80%
HT
64
Hefren-Tillotson
Pennsylvania
$194K +$194K +9,975 New
PTC
65
Private Trust Company
Ohio
$189K -$46.8K -2,400 -20%
GT
66
Glenmede Trust
Pennsylvania
$169K +$975 +50 +0.6%
CG
67
Colony Group
Massachusetts
$157K +$157K +8,050 New
CTC
68
Central Trust Company
Missouri
$134K +$108K +5,520 +409%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$107K -$11K -565 -9%
WEC
70
Winslow Evans & Crocker
Massachusetts
$94K +$94K +4,800 New
LGWM
71
Litman Gregory Wealth Management
California
$89K +$89K +4,550 New
PSI
72
Pinnacle Summer Investments
Virginia
$81K +$81K +4,140 New
Citigroup
73
Citigroup
New York
$74K -$184K -9,430 -71%
CAW
74
Cornerstone Advisors (Washington)
Washington
$60K – – –
NES
75
New England Securities
New York
$39K +$3.9K +200 +11%
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