We are live on ! Find out more
PRFZ icon

Invesco FTSE RAFI US 1500 Small-Mid ETF

103 hedge funds and large institutions have $537M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

6% more funds holding

Funds holding: 97103 (+6)

5% more capital invested

Capital invested by funds: $511M → $537M (+$25.8M)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.38%
New
16
Increased
37
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Arbor Investment Advisors
North Carolina
$752K -$12.9K -615 -2%
ONB
52
Old National Bancorp
Indiana
$730K
CIM
53
Cambria Investment Management
California
$685K
Brown Advisory
54
Brown Advisory
Maryland
$634K -$37.8K -1,800 -6%
VFS
55
VSR Financial Services
Kansas
$599K -$65.5K -3,115 -10%
PAG
56
Private Advisor Group
New Jersey
$588K -$50.3K -2,395 -8%
MCC
57
Mid Continent Capital
Illinois
$580K -$15.8K -750 -3%
EWM
58
Evercore Wealth Management
New York
$559K
DIP
59
DT Investment Partners
Pennsylvania
$536K +$543K +25,825 New
SPC
60
Sigma Planning Corp
Michigan
$534K -$68.4K -3,255 -11%
CWM
61
Concert Wealth Management
California
$526K -$13.7K -650 -2%
Northern Trust
62
Northern Trust
Illinois
$475K +$481K +22,895 New
HCA
63
Harbour Capital Advisors
Virginia
$425K
GT
64
Glenmede Trust
Pennsylvania
$381K +$70.5K +3,355 +22%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$378K +$420 +20 +0.1%
WG
66
Welch Group
Alabama
$370K
GLRA
67
Gerald L. Ray & Associates
Texas
$323K -$1.58K -75 -0.5%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$316K -$2.35M -111,760 -88%
VF
69
Virtu Financial
New York
$299K +$303K +14,410 New
BIM
70
BlackRock Investment Management
Delaware
$289K +$292K +13,905 New
AI
71
Accredited Investors
Minnesota
$264K +$267K +12,715 New
CSIA
72
Charles Schwab Investment Advisory
California
$263K +$267K +12,690 New
FHB
73
First Hawaiian Bank
Hawaii
$260K +$55.9K +2,660 +27%
SC
74
Scotia Capital
Ontario, Canada
$251K +$257K +12,250 New
AIA
75
AIMZ Investment Advisors
California
$245K