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

83 hedge funds and large institutions have $424M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
10
Increased
34
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$17.4M
2
RJA
2
Raymond James & Associates
Florida
$19.4M
3
U
3
UBS
Switzerland
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.8M
5
Bank of America
5
Bank of America
North Carolina
$97.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.57M
2
AW
2
ACG Wealth
Georgia
$7.94M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$14.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
PI
5
Placemark Investments
Illinois
$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$480K – – –
LPT
52
Legacy Private Trust
Wisconsin
$410K – – –
HCA
53
Harbour Capital Advisors
Virginia
$406K – – –
MFS
54
MSI Financial Services
Massachusetts
$356K -$358K -18,030 -50%
BJL
55
Brighton Jones LLC
Washington
$343K +$31.5K +1,585 +10%
FAAS
56
First Allied Advisory Services
California
$284K +$284K +14,265 New
CFA
57
Carroll Financial Associates
North Carolina
$278K – – –
FHB
58
First Hawaiian Bank
Hawaii
$269K – – –
HT
59
Hefren-Tillotson
Pennsylvania
$269K +$71.6K +3,620 +36%
VFS
60
VSR Financial Services
Kansas
$261K +$261K +13,170 New
CWM
61
Confluence Wealth Management
Oregon
$240K +$240K +12,075 New
PI
62
Placemark Investments
Illinois
$231K -$660K -33,310 -74%
1GA
63
1st Global Advisors
Texas
$225K – – –
Creative Planning
64
Creative Planning
Kansas
$213K +$203K +10,255 +2,051%
PTC
65
Private Trust Company
Ohio
$178K -$14.3K -720 -7%
GT
66
Glenmede Trust
Pennsylvania
$171K – – –
LNB
67
Ledyard National Bank
$135K -$83.1K -4,190 -38%
WTB
68
Washington Trust Bank
Washington
$119K +$119K +6,000 New
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$109K -$99 -5 -0.1%
WEC
70
Winslow Evans & Crocker
Massachusetts
$95.3K – – –
LGWM
71
Litman Gregory Wealth Management
California
$90K – – –
PSI
72
Pinnacle Summer Investments
Virginia
$80K – – –
Citigroup
73
Citigroup
New York
$79K +$3.76K +190 +5%
BBHC
74
Brown Brothers Harriman & Co
New York
$52K +$52K +2,625 New
CTC
75
Central Trust Company
Missouri
$40K -$97.4K -4,870 -71%
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