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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 %
GWA
76
Genesis Wealth Advisors
Massachusetts
$142K +$142K +6,875 New
WTB
77
Washington Trust Bank
Washington
$121K
PSI
78
Pinnacle Summer Investments
Virginia
$80K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$55K -$27.9K -1,395 -34%
OSNBOA
80
Old Second National Bank of Aurora
Illinois
$55K +$55K +2,750 New
BBHC
81
Brown Brothers Harriman & Co
New York
$53K
Citigroup
82
Citigroup
New York
$53K
HNB
83
Huntington National Bank
Ohio
$44K +$44K +2,160 New
RC
84
RegentAtlantic Capital
New Jersey
$39.3K +$39.3K +1,950 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$30K
ASN
86
Advisory Services Network
Georgia
$29K +$29K +1,500 New
Creative Planning
87
Creative Planning
Kansas
$28K -$195K -9,560 -87%
Deutsche Bank
88
Deutsche Bank
Germany
$15K -$29K -1,500 -66%
TRCT
89
Tower Research Capital (TRC)
New York
$14K +$14K +685 New
FWM
90
Focused Wealth Management
New York
$8K
NES
91
New England Securities
New York
$8K
DADC
92
D.A. Davidson & Co
Montana
$4K -$47.4K -2,490 -92%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84 +$84 +4,155 New
BRWA
94
B. Riley Wealth Advisors
Florida
$25 +$25 +1,250 New
Jane Street
95
Jane Street
New York
-$525K -27,900 Closed
EWM
96
Evercore Wealth Management
New York
-$454K -24,130 Closed
SG Americas Securities
97
SG Americas Securities
New York
-$176K -9,335 Closed
PTC
98
Private Trust Company
Ohio
-$169K -8,965 Closed
WEC
99
Winslow Evans & Crocker
Massachusetts
-$47K -2,500 Closed
JFGIW
100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$42K -2,240 Closed