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

110 hedge funds and large institutions have $569M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
9
Increased
42
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.8M
2
Wells Fargo
2
Wells Fargo
California
$29.2M
3
RJA
3
Raymond James & Associates
Florida
$18.4M
4
CPO
4
Cerity Partners OCIO
New York
$18M
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$2.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.13M
4
CCA
4
Cobblestone Capital Advisors
New York
$0
5
LPL Financial
5
LPL Financial
California
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$297K +$85.9K +4,550 +41%
AI
77
Accredited Investors
Minnesota
$295K +$20.3K +1,075 +7%
GLRA
78
Gerald L. Ray & Associates
Texas
$282K -$2.36K -125 -0.8%
LYV
79
Live Your Vision
Pennsylvania
$280K -$18.7K -990 -6%
SPC
80
Sigma Planning Corp
Michigan
$256K +$94 +5 +0%
SCA
81
Snowden Capital Advisors
New York
$240K +$240K +12,720 New
FHB
82
First Hawaiian Bank
Hawaii
$236K – – –
CFA
83
Carroll Financial Associates
North Carolina
$235K +$8.48K +450 +4%
VF
84
Virtu Financial
New York
$230K -$9.06K -480 -4%
BJL
85
Brighton Jones LLC
Washington
$221K +$566 +30 +0.3%
VFA
86
Voya Financial Advisors
Connecticut
$208K -$247K -13,145 -54%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$207K -$378 -20 -0.2%
PFS
88
Prospera Financial Services
Texas
$205K +$205K +10,850 New
1GA
89
1st Global Advisors
Texas
$203K – – –
Northern Trust
90
Northern Trust
Illinois
$200K -$1.42K -75 -0.7%
GWM
91
Gupta Wealth Management
California
$161K +$10.2K +540 +7%
MFS
92
MSI Financial Services
Massachusetts
$103K -$51.5K -2,740 -33%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81K +$30.2K +1,610 +59%
Citigroup
94
Citigroup
New York
$70K -$4.18K -220 -6%
OSNBOA
95
Old Second National Bank of Aurora
Illinois
$52K – – –
KA
96
Klingman & Associates
New York
$51K +$27.1K +1,450 +114%
LGWM
97
Litman Gregory Wealth Management
California
$51K +$51K +2,695 New
IWM
98
Integrated Wealth Management
California
$49K +$49K +2,575 New
LNB
99
Ledyard National Bank
$45K – – –
HNB
100
Huntington National Bank
Ohio
$45K +$45K +2,160 New
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