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

97 hedge funds and large institutions have $511M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
10
Increased
36
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$15.9M
2
CPO
2
Cerity Partners OCIO
New York
$15.2M
3
Mariner
3
Mariner
Kansas
$31.3M
4
Jane Street
4
Jane Street
New York
$4.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
BPB
1
Badgley, Phelps & Bell
Washington
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$17.8M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
76
Klingman & Associates
New York
$141K 6,775 -750 -10%
PSI
77
Pinnacle Summer Investments
Virginia
$86K 4,140 – –
IP
78
Investment Partners
Ohio
$64K 3,060 +3,060 New
WTB
79
Washington Trust Bank
Washington
$62K 2,975 -3,025 -50%
Citigroup
80
Citigroup
New York
$61K 2,965 +350 +13%
LNB
81
Ledyard National Bank
$59K 2,825 -52,435 -95%
OSNBOA
82
Old Second National Bank of Aurora
Illinois
$57K 2,750 – –
BBHC
83
Brown Brothers Harriman & Co
New York
$55K 2,625 – –
HNB
84
Huntington National Bank
Ohio
$45K 2,160 – –
ASN
85
Advisory Services Network
Georgia
$32K 1,500 – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$31K 1,475 – –
Creative Planning
87
Creative Planning
Kansas
$28K 1,370 – –
MFS
88
MSI Financial Services
Massachusetts
$26K 1,250 -8,830 -88%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$25K 1,225 +1,225 New
DADC
90
D.A. Davidson & Co
Montana
$14K 720 +510 +243%
FWM
91
Focused Wealth Management
New York
$8K 405 – –
BCMIO
92
Beacon Capital Management Inc (Ohio)
Ohio
$1K 65 +65 New
CIM
93
Cambria Investment Management
California
$687 33,005 – –
WG
94
Welch Group
Alabama
$371 17,845 -1,315 -7%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87 4,160 +5 +0.1%
Citadel Advisors
96
Citadel Advisors
Florida
– – -73,315 Closed
CA
97
Cetera Advisors
Colorado
– – -15,485 Closed
EFS
98
Essex Financial Services
Connecticut
– – -10,235 Closed
RC
99
RegentAtlantic Capital
New Jersey
– – -1,950 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
– – -1,250 Closed
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4
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