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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 $914M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
4
Increased
47
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$338M
2
CPO
2
Cerity Partners OCIO
New York
$28.2M
3
CAN
3
Cetera Advisor Networks
California
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
RJA
5
Raymond James & Associates
Florida
$22.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.2M
2
Bank of America
2
Bank of America
North Carolina
$94.4M
3
LPT
3
Legacy Private Trust
Wisconsin
$31.3M
4
AW
4
ACG Wealth
Georgia
$680K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$360K -$1.31M -62,195 -78%
CFA
77
Carroll Financial Associates
North Carolina
$360K +$70K +3,325 +24%
GT
78
Glenmede Trust
Pennsylvania
$354K – – –
UB
79
UMB Bank
Missouri
$347K – – –
VWA
80
V Wealth Advisors
Kansas
$329K +$85.1K +4,025 +35%
LYV
81
Live Your Vision
Pennsylvania
$316K +$3.48K +165 +1%
AG
82
Advisor Group
Arizona
$293K -$71.2K -3,370 -20%
SPC
83
Sigma Planning Corp
Michigan
$272K +$211 +10 +0.1%
SCA
84
Snowden Capital Advisors
New York
$270K – – –
FHB
85
First Hawaiian Bank
Hawaii
$264K – – –
VFA
86
Voya Financial Advisors
Connecticut
$251K +$7.61K +365 +3%
BJL
87
Brighton Jones LLC
Washington
$248K +$527 +25 +0.2%
Creative Planning
88
Creative Planning
Kansas
$247K +$218K +10,370 +757%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$243K -$18.7K -885 -7%
1GA
90
1st Global Advisors
Texas
$226K – – –
Northern Trust
91
Northern Trust
Illinois
$222K – – –
AIA
92
AIMZ Investment Advisors
California
$211K +$211K +10,000 New
SWP
93
Stratos Wealth Partners
Ohio
$205K +$205K +9,740 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163K +$7.58K +360 +5%
CGL
95
Clarius Group LLC
Washington
$129K – – –
MFS
96
MSI Financial Services
Massachusetts
$114K -$15K -710 -12%
MWP
97
MYCIO Wealth Partners
Pennsylvania
$82K – – –
OSNBOA
98
Old Second National Bank of Aurora
Illinois
$58K – – –
LGWM
99
Litman Gregory Wealth Management
California
$57K – – –
Citigroup
100
Citigroup
New York
$48K +$6.69K +320 +16%
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4
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