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Invesco FTSE RAFI US 1500 Small-Mid ETF

96 hedge funds and large institutions have $487M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
22
Increased
36
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
51
Cambria Investment Management
California
$665K +$665K +33,005 New
VFS
52
VSR Financial Services
Kansas
$661K +$120K +5,950 +22%
Brown Advisory
53
Brown Advisory
Maryland
$651K
SPC
54
Sigma Planning Corp
Michigan
$608K +$608K +30,160 New
AIG
55
American International Group
New York
$589K +$41K +2,035 +7%
PAG
56
Private Advisor Group
New Jersey
$578K -$27.7K -1,375 -5%
CWM
57
Concert Wealth Management
California
$527K +$36.4K +1,800 +7%
MCC
58
Mid Continent Capital
Illinois
$478K -$107K -5,300 -18%
HCA
59
Harbour Capital Advisors
Virginia
$413K
WG
60
Welch Group
Alabama
$386K
CIBC World Market
61
CIBC World Market
Ontario, Canada
$341K +$3.83K +190 +1%
CA
62
Cetera Advisors
Colorado
$311K -$332K -16,525 -52%
GLRA
63
Gerald L. Ray & Associates
Texas
$309K +$309K +15,325 New
PI
64
Placemark Investments
Illinois
$291K +$15.7K +780 +6%
FHB
65
First Hawaiian Bank
Hawaii
$273K
M&T Bank
66
M&T Bank
New York
$262K
AIA
67
AIMZ Investment Advisors
California
$238K +$238K +11,800 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$234K
1GA
69
1st Global Advisors
Texas
$226K
EFS
70
Essex Financial Services
Connecticut
$206K +$206K +10,235 New
PFS
71
Prospera Financial Services
Texas
$204K +$204K +10,115 New
MFS
72
MSI Financial Services
Massachusetts
$203K -$32.8K -1,630 -14%
GT
73
Glenmede Trust
Pennsylvania
$200K
CFA
74
Carroll Financial Associates
North Carolina
$159K -$89.4K -4,500 -36%
KA
75
Klingman & Associates
New York
$151K +$151K +7,525 New