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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 $512M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.22%
New
11
Increased
34
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$49.1M
2
LPT
2
Legacy Private Trust
Wisconsin
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$22.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.26M
5
Invesco
5
Invesco
Georgia
$6.97M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.8M
2
LPL Financial
2
LPL Financial
California
$9.06M
3
BPB
3
Badgley, Phelps & Bell
Washington
$6.32M
4
SSWM
4
Sheets Smith Wealth Management
North Carolina
$873K
5
Morgan Stanley
5
Morgan Stanley
New York
$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
76
Brighton Jones LLC
Washington
$279K +$96.2K +5,250 +53%
AI
77
Accredited Investors
Minnesota
$266K +$32.8K +1,790 +14%
CNB
78
City National Bank
California
$249K +$249K +13,635 New
VFA
79
Voya Financial Advisors
Connecticut
$241K +$51.8K +2,870 +27%
RFC
80
Regions Financial Corp
Alabama
$233K +$233K +12,720 New
CFA
81
Carroll Financial Associates
North Carolina
$230K +$29.2K +1,525 +15%
FHB
82
First Hawaiian Bank
Hawaii
$229K – – –
AIA
83
AIMZ Investment Advisors
California
$216K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$213K – – –
Baird Financial Group
85
Baird Financial Group
Wisconsin
$203K +$203K +11,105 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$178K -$101K -5,520 -36%
TRCT
87
Tower Research Capital (TRC)
New York
$116K +$86.6K +4,720 +295%
Citigroup
88
Citigroup
New York
$93K +$20.6K +1,130 +28%
PSI
89
Pinnacle Summer Investments
Virginia
$77K -$19.5K -1,050 -20%
LNB
90
Ledyard National Bank
$52K – – –
OSNBOA
91
Old Second National Bank of Aurora
Illinois
$50K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$33K -$52.7K -2,860 -62%
ASN
93
Advisory Services Network
Georgia
$27K – – –
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$27K – – –
Creative Planning
95
Creative Planning
Kansas
$25K +$25K +1,370 New
WTB
96
Washington Trust Bank
Washington
$23K -$30.7K -1,700 -57%
TCM
97
TD Capital Management
Tennessee
$23K -$14.4K -785 -39%
KA
98
Klingman & Associates
New York
$23K – – –
MFS
99
MSI Financial Services
Massachusetts
$23K – – –
NFG
100
Next Financial Group
Texas
$1K +$1K +60 New
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4
5