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

82 hedge funds and large institutions have $427M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
2.36%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
8
Increased
32
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$4.77M
2
Bank of America
2
Bank of America
North Carolina
$102M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$15.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.1M
5
U
5
UBS
Switzerland
$16.7M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$882K
2
TWA
2
Tillar-Wenstrup Advisors
Ohio
$0
3
Wells Fargo
3
Wells Fargo
California
$31.6M
4
AW
4
ACG Wealth
Georgia
$5.47M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
51
Brighton Jones LLC
Washington
$391K +$42.1K +2,085 +12%
WG
52
Welch Group
Alabama
$342K +$342K +16,970 New
HT
53
Hefren-Tillotson
Pennsylvania
$295K +$21.5K +1,070 +8%
CFA
54
Carroll Financial Associates
North Carolina
$282K – – –
FHB
55
First Hawaiian Bank
Hawaii
$273K – – –
PI
56
Placemark Investments
Illinois
$260K +$25K +1,240 +11%
CWM
57
Confluence Wealth Management
Oregon
$244K – – –
LNB
58
Ledyard National Bank
$242K +$105K +5,200 +76%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$234K +$234K +11,625 New
MFS
60
MSI Financial Services
Massachusetts
$231K -$131K -6,480 -36%
1GA
61
1st Global Advisors
Texas
$227K -$2.63K -130 -1%
Creative Planning
62
Creative Planning
Kansas
$217K -$101 -5 -0%
GT
63
Glenmede Trust
Pennsylvania
$205K +$31K +1,545 +18%
PTC
64
Private Trust Company
Ohio
$181K – – –
WTB
65
Washington Trust Bank
Washington
$121K – – –
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$111K +$504 +25 +0.5%
BRWA
67
B. Riley Wealth Advisors
Florida
$109K +$109K +5,410 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$96.8K – – –
Citigroup
69
Citigroup
New York
$85K +$3.96K +195 +5%
PSI
70
Pinnacle Summer Investments
Virginia
$81K – – –
LGWM
71
Litman Gregory Wealth Management
California
$70K -$21.9K -1,085 -24%
CTC
72
Central Trust Company
Missouri
$61K +$20.3K +1,000 +50%
DADC
73
D.A. Davidson & Co
Montana
$54K +$54K +2,700 New
BBHC
74
Brown Brothers Harriman & Co
New York
$53K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$50K +$50K +2,500 New
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