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

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.

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
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.9M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$7.31M
4
Invesco
4
Invesco
Georgia
$5.88M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$10.6M

Top Sellers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$316K
4
Jane Street
4
Jane Street
New York
$3.02M
5
LPL Financial
5
LPL Financial
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$244K -$10.6K -510 -4%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$241K – – –
CFA
78
Carroll Financial Associates
North Carolina
$218K +$62.3K +3,000 +40%
VFA
79
Voya Financial Advisors
Connecticut
$217K -$233K -11,250 -52%
EFS
80
Essex Financial Services
Connecticut
$209K +$209K +10,065 New
BJL
81
Brighton Jones LLC
Washington
$207K +$207K +9,980 New
RCM
82
RNC Capital Management
California
$201K – – –
GWA
83
Genesis Wealth Advisors
Massachusetts
$141K -$1.66K -80 -1%
PSI
84
Pinnacle Summer Investments
Virginia
$108K +$21.9K +1,050 +25%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$96K +$70.7K +3,425 +280%
Citigroup
86
Citigroup
New York
$82K +$20.8K +1,005 +34%
WTB
87
Washington Trust Bank
Washington
$62K – – –
LNB
88
Ledyard National Bank
$59K – – –
OSNBOA
89
Old Second National Bank of Aurora
Illinois
$57K – – –
TCM
90
TD Capital Management
Tennessee
$42K +$42K +2,035 New
TRCT
91
Tower Research Capital (TRC)
New York
$33K +$33K +1,600 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$31K – – –
ASN
93
Advisory Services Network
Georgia
$31K – – –
KA
94
Klingman & Associates
New York
$26K -$112K -5,500 -81%
MFS
95
MSI Financial Services
Massachusetts
$26K – – –
DADC
96
D.A. Davidson & Co
Montana
$14K – – –
MAA
97
Managed Account Advisors
New Jersey
$13K +$13K +615 New
FWM
98
Focused Wealth Management
New York
$8K – – –
1GA
99
1st Global Advisors
Texas
$223 -$10 -495 -4%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87 – +10 +0.2%
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