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

66 hedge funds and large institutions have $308M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
11
Increased
29
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$7.87M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$7.52M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.12M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.95M
5
Bank of America
5
Bank of America
North Carolina
$82.8M

Top Sellers

1
CEMP
1
Compass Efficient Model Portfolios
Tennessee
$55K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.84M
3
TH
3
Timber Hill
Connecticut
$0
4
NYLIM
4
New York Life Investment Management
New York
$6.49M
5
Macquarie Group
5
Macquarie Group
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$82.8M 925,087 +30,399 +3%
BPB
2
Badgley, Phelps & Bell
Washington
$22.6M 252,387 +13,273 +6%
Wells Fargo
3
Wells Fargo
California
$22.6M 252,342 +30,369 +14%
Morgan Stanley
4
Morgan Stanley
New York
$20.5M 228,717 +18,697 +9%
LPL Financial
5
LPL Financial
California
$15.8M 173,376 +5,716 +3%
JWA
6
JFS Wealth Advisors
Pennsylvania
$13.9M 154,964 +4,305 +3%
RJA
7
Raymond James & Associates
Florida
$9.73M 108,626 +15,553 +17%
MAM
8
Marquette Asset Management
Minnesota
$9.24M 103,186 +773 +0.8%
AW
9
ACG Wealth
Georgia
$7.87M 87,858 +87,858 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.84M 87,569 -10,288 -11%
U
11
UBS
Switzerland
$7.6M 84,862 +7,955 +10%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$7.52M 83,999 +83,999 New
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.12M 79,484 +79,484 New
NYLIM
14
New York Life Investment Management
New York
$6.49M 72,480 -4,100 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.95M 66,497 +53,688 +419%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.75M 64,170 +2,206 +4%
MWAM
17
Mariner Wealth Advisors (Madison)
Kansas
$5.74M 64,103 +3,028 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.07M 56,611 +16,386 +41%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$4.41M 49,231 +16,719 +51%
CC
20
Callan Capital
California
$4.2M 46,854 +6,679 +17%
OC
21
Oppenheimer & Co
New York
$4.03M 45,034 -302 -0.7%
CAN
22
Cetera Advisor Networks
California
$3.92M 43,708 +3,858 +10%
NEPWA
23
New England Private Wealth Advisors
Massachusetts
$3.11M 34,700 +6,624 +24%
MIH
24
Madison Investment Holdings
Wisconsin
$2.17M 24,269 +1,486 +7%
AFG
25
Albion Financial Group
Utah
$2.13M 23,820 – –
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