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

110 hedge funds and large institutions have $914M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
4
Increased
47
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$338M
2
CPO
2
Cerity Partners OCIO
New York
$28.2M
3
CAN
3
Cetera Advisor Networks
California
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
RJA
5
Raymond James & Associates
Florida
$22.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.2M
2
Bank of America
2
Bank of America
North Carolina
$94.4M
3
LPT
3
Legacy Private Trust
Wisconsin
$31.3M
4
AW
4
ACG Wealth
Georgia
$680K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Arbor Investment Advisors
North Carolina
$860K -$203K -9,625 -19%
MML Investors Services
52
MML Investors Services
Massachusetts
$800K -$667K -31,615 -45%
WCF
53
West Coast Financial
California
$785K -$390K -18,510 -33%
ONB
54
Old National Bancorp
Indiana
$711K – – –
Goldman Sachs
55
Goldman Sachs
New York
$682K -$85.9K -4,075 -11%
Brown Advisory
56
Brown Advisory
Maryland
$681K – – –
UCFA
57
United Capital Financial Advisors
Texas
$681K +$33.5K +1,590 +5%
AW
58
ACG Wealth
Georgia
$680K -$3.73M -176,865 -85%
SWM
59
SVA Wealth Management
Wisconsin
$673K +$4K +190 +0.6%
NPC
60
National Planning Corporation
California
$636K +$17.4K +855 +3%
SC
61
Scotia Capital
Ontario, Canada
$615K +$3.69K +175 +0.6%
VKH
62
Virtu KCG Holdings
New York
$606K +$379K +17,985 +167%
EWM
63
Evercore Wealth Management
New York
$561K – – –
CWM
64
Concert Wealth Management
California
$545K – – –
BSWM
65
Boston Standard Wealth Management
Massachusetts
$510K -$351K -16,615 -41%
AI
66
Accredited Investors
Minnesota
$446K +$116K +5,510 +35%
HCA
67
Harbour Capital Advisors
Virginia
$432K – – –
M&T Bank
68
M&T Bank
New York
$420K -$20K -950 -5%
RJT
69
Raymond James Trust
Florida
$418K +$38.5K +1,825 +10%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$403K +$29K +1,375 +8%
DADC
71
D.A. Davidson & Co
Montana
$383K -$52.1K -2,475 -12%
CCA
72
Clearwater Capital Advisors
Illinois
$378K +$23.8K +1,140 +7%
WG
73
Welch Group
Alabama
$370K -$6.01K -285 -2%
BTS
74
BB&T Securities
Virginia
$366K +$36.3K +1,725 +11%
GLRA
75
Gerald L. Ray & Associates
Texas
$363K +$47.2K +2,240 +15%
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