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

121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
18
Increased
43
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$39.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
EC
3
Estate Counselors
Wisconsin
$3.48M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
Mariner
5
Mariner
Kansas
$37.5M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.46M
2
Invesco
2
Invesco
Georgia
$365M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
UBS Group
4
UBS Group
Switzerland
$32.8M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$9.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$433K +$14.4K +625 +3%
CCA
77
Clearwater Capital Advisors
Illinois
$417K -$3.14K -135 -0.7%
WG
78
Welch Group
Alabama
$405K – – –
GLRA
79
Gerald L. Ray & Associates
Texas
$401K +$3.46K +150 +0.9%
BSWM
80
Boston Standard Wealth Management
Massachusetts
$389K -$168K -7,305 -30%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$381K +$115K +5,000 +43%
BTS
82
BB&T Securities
Virginia
$366K – – –
VWA
83
V Wealth Advisors
Kansas
$355K -$1.95K -85 -0.5%
Creative Planning
84
Creative Planning
Kansas
$335K +$64.1K +2,780 +24%
SCA
85
Snowden Capital Advisors
New York
$329K +$33.9K +1,470 +11%
GAG
86
GM Advisory Group
New York
$308K +$308K +13,350 New
UB
87
UMB Bank
Missouri
$301K -$78.4K -3,400 -21%
AG
88
Advisor Group
Arizona
$294K -$26.5K -1,145 -8%
SPC
89
Sigma Planning Corp
Michigan
$289K -$8.31K -360 -3%
FHB
90
First Hawaiian Bank
Hawaii
$288K – – –
CL
91
CPWM LLC
Washington
$254K +$254K +11,000 New
1GA
92
1st Global Advisors
Texas
$248K – – –
MML Investors Services
93
MML Investors Services
Massachusetts
$244K -$629K -27,340 -72%
AIA
94
AIMZ Investment Advisors
California
$242K +$11.5K +500 +5%
VFA
95
Voya Financial Advisors
Connecticut
$225K -$54.3K -2,340 -19%
SWP
96
Stratos Wealth Partners
Ohio
$225K – – –
Northern Trust
97
Northern Trust
Illinois
$218K -$26K -1,125 -11%
EWA
98
Exencial Wealth Advisors
Oklahoma
$217K +$217K +9,400 New
PFS
99
Prospera Financial Services
Texas
$215K +$215K +9,335 New
RFC
100
Regions Financial Corp
Alabama
$204K +$204K +8,830 New
2 3
4
5 6