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

121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
18
Increased
43
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$39.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
EC
3
Estate Counselors
Wisconsin
$3.48M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
Mariner
5
Mariner
Kansas
$37.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.46M
2
Invesco
2
Invesco
Georgia
$365M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
UBS Group
4
UBS Group
Switzerland
$32.8M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$9.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
51
M Holdings Securities
Oregon
$943K -$43.3K -1,880 -4%
PO
52
Private Ocean
California
$943K -$7.95K -345 -0.8%
RJT
53
Raymond James Trust
Florida
$908K +$451K +19,555 +99%
ONB
54
Old National Bancorp
Indiana
$778K – – –
NPC
55
National Planning Corporation
California
$766K +$43.8K +1,895 +6%
Brown Advisory
56
Brown Advisory
Maryland
$746K – – –
SC
57
Scotia Capital
Ontario, Canada
$744K +$68.8K +2,975 +10%
SWM
58
SVA Wealth Management
Wisconsin
$737K – – –
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$685K +$290K +12,590 +74%
B
60
Bridgeworth
Alabama
$656K +$656K +28,120 New
Goldman Sachs
61
Goldman Sachs
New York
$642K -$104K -4,500 -14%
WCF
62
West Coast Financial
California
$637K -$222K -9,615 -26%
EWM
63
Evercore Wealth Management
New York
$614K – – –
CWM
64
Concert Wealth Management
California
$601K – – –
UCFA
65
United Capital Financial Advisors
Texas
$578K -$167K -7,235 -22%
AW
66
ACG Wealth
Georgia
$568K -$176K -7,625 -24%
M&T Bank
67
M&T Bank
New York
$545K +$84.8K +3,680 +18%
GT
68
Glenmede Trust
Pennsylvania
$541K +$153K +6,645 +39%
EFS
69
Essex Financial Services
Connecticut
$496K +$496K +21,520 New
AI
70
Accredited Investors
Minnesota
$481K -$6.11K -265 -1%
HCA
71
Harbour Capital Advisors
Virginia
$472K – – –
CGL
72
Clarius Group LLC
Washington
$469K – – –
PCFFS
73
Pacific Center for Financial Services
California
$456K +$456K +19,765 New
CIBC World Market
74
CIBC World Market
Ontario, Canada
$449K +$8.19K +355 +2%
LYV
75
Live Your Vision
Pennsylvania
$437K +$90.9K +3,940 +26%
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3
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