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

61 hedge funds and large institutions have $242M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
61
Holders Change
+61
Holders Change %
–
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.1%
New
61
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$72.5M
2
BPB
2
Badgley, Phelps & Bell
Washington
$19.4M
3
Wells Fargo
3
Wells Fargo
California
$18M
4
Morgan Stanley
4
Morgan Stanley
New York
$17M
5
LPL Financial
5
LPL Financial
California
$13.6M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$72.5M 894,688 +894,688 New
BPB
2
Badgley, Phelps & Bell
Washington
$19.4M 239,114 +239,114 New
Wells Fargo
3
Wells Fargo
California
$18M 221,973 +221,973 New
Morgan Stanley
4
Morgan Stanley
New York
$17M 210,020 +210,020 New
LPL Financial
5
LPL Financial
California
$13.6M 167,660 +167,660 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$12.2M 150,659 +150,659 New
MAM
7
Marquette Asset Management
Minnesota
$8.3M 102,413 +102,413 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.93M 97,857 +97,857 New
RJA
9
Raymond James & Associates
Florida
$7.54M 93,073 +93,073 New
U
10
UBS
Switzerland
$6.23M 76,907 +76,907 New
NYLIM
11
New York Life Investment Management
New York
$6.21M 76,580 +76,580 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.02M 61,964 +61,964 New
MWAM
13
Mariner Wealth Advisors (Madison)
Kansas
$4.95M 61,075 +61,075 New
OC
14
Oppenheimer & Co
New York
$3.67M 45,336 +45,336 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.26M 40,225 +40,225 New
CC
16
Callan Capital
California
$3.26M 40,175 +40,175 New
CAN
17
Cetera Advisor Networks
California
$3.24M 39,850 +39,850 New
CEMP
18
Compass Efficient Model Portfolios
Tennessee
$2.73M 33,671 +33,671 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$2.63M 32,512 +32,512 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.27M 28,076 +28,076 New
MFP
21
Mosaic Financial Partners
California
$2.04M 25,138 +25,138 New
AFG
22
Albion Financial Group
Utah
$1.93M 23,820 +23,820 New
MIH
23
Madison Investment Holdings
Wisconsin
$1.85M 22,783 +22,783 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.61M 19,804 +19,804 New
PWAP
25
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M 18,750 +18,750 New
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