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Invesco FTSE RAFI US 1500 Small-Mid ETF

114 hedge funds and large institutions have $572M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
12
Increased
37
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$329K +$329K +16,935 New
GT
77
Glenmede Trust
Pennsylvania
$327K -$41.3K -2,125 -11%
UB
78
UMB Bank
Missouri
$320K
AI
79
Accredited Investors
Minnesota
$304K +$389 +20 +0.1%
BTS
80
BB&T Securities
Virginia
$304K +$304K +15,655 New
GLRA
81
Gerald L. Ray & Associates
Texas
$292K +$876 +45 +0.3%
LYV
82
Live Your Vision
Pennsylvania
$289K -$292 -15 -0.1%
CFA
83
Carroll Financial Associates
North Carolina
$267K +$25.1K +1,295 +10%
SPC
84
Sigma Planning Corp
Michigan
$251K -$13.5K -690 -5%
SCA
85
Snowden Capital Advisors
New York
$249K +$1.95K +100 +0.8%
FHB
86
First Hawaiian Bank
Hawaii
$244K
Baird Financial Group
87
Baird Financial Group
Wisconsin
$241K -$64.6K -3,325 -21%
BJL
88
Brighton Jones LLC
Washington
$228K +$291 +15 +0.1%
VWA
89
V Wealth Advisors
Kansas
$224K -$545K -28,045 -71%
VFA
90
Voya Financial Advisors
Connecticut
$223K +$11.7K +610 +6%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$213K -$97 -5 -0%
VKH
92
Virtu KCG Holdings
New York
$209K -$616K -31,740 -75%
1GA
93
1st Global Advisors
Texas
$209K
Northern Trust
94
Northern Trust
Illinois
$205K -$972 -50 -0.5%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144K +$59.8K +3,065 +71%
MFS
96
MSI Financial Services
Massachusetts
$119K +$12.5K +645 +12%
MWP
97
MYCIO Wealth Partners
Pennsylvania
$76K +$76K +3,900 New
OSNBOA
98
Old Second National Bank of Aurora
Illinois
$54K
KA
99
Klingman & Associates
New York
$53K
LGWM
100
Litman Gregory Wealth Management
California
$52K