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Invesco FTSE RAFI US 1500 Small-Mid ETF
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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.

New
Increased
Maintained
Reduced
Closed
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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.5M +$71.1M +4,473,440 New
BPB
2
Badgley, Phelps & Bell
Washington
$19.4M +$19M +1,195,570 New
Wells Fargo
3
Wells Fargo
California
$18M +$17.6M +1,109,865 New
Morgan Stanley
4
Morgan Stanley
New York
$17M +$16.7M +1,050,100 New
LPL Financial
5
LPL Financial
California
$13.6M +$13.3M +838,300 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$12.2M +$12M +753,295 New
MAM
7
Marquette Asset Management
Minnesota
$8.3M +$8.14M +512,065 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.93M +$7.78M +489,285 New
RJA
9
Raymond James & Associates
Florida
$7.54M +$7.4M +465,365 New
U
10
UBS
Switzerland
$6.23M +$6.11M +384,535 New
NYLIM
11
New York Life Investment Management
New York
$6.21M +$6.09M +382,900 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.02M +$4.92M +309,820 New
MWAM
13
Mariner Wealth Advisors (Madison)
Kansas
$4.95M +$4.85M +305,375 New
OC
14
Oppenheimer & Co
New York
$3.67M +$3.6M +226,680 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.26M +$3.2M +201,125 New
CC
16
Callan Capital
California
$3.25M +$3.19M +200,875 New
CAN
17
Cetera Advisor Networks
California
$3.24M +$3.17M +199,250 New
CEMP
18
Compass Efficient Model Portfolios
Tennessee
$2.73M +$2.68M +168,355 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$2.63M +$2.58M +162,560 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$2.27M +$2.23M +140,380 New
MFP
21
Mosaic Financial Partners
California
$2.04M +$2M +125,690 New
AFG
22
Albion Financial Group
Utah
$1.93M +$1.89M +119,100 New
MIH
23
Madison Investment Holdings
Wisconsin
$1.85M +$1.81M +113,915 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.6M +$1.57M +99,020 New
PWAP
25
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M +$1.49M +93,750 New
1
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