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

84 hedge funds and large institutions have $377M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
84
Holders Change
+18
Holders Change %
+27.27%
% of All Funds
2.44%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.23%
New
21
Increased
35
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.4M
2
Wells Fargo
2
Wells Fargo
California
$31.8M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.4M
4
Mariner
4
Mariner
Kansas
$7.1M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.2M
3
OC
3
Oppenheimer & Co
New York
$0
4
Citigroup
4
Citigroup
New York
$74K
5
PI
5
Placemark Investments
Illinois
$880K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$91.6M 937,663 +12,576 +1%
Wells Fargo
2
Wells Fargo
California
$31.8M 325,652 +73,310 +29%
Morgan Stanley
3
Morgan Stanley
New York
$31.4M 321,607 +92,890 +41%
BPB
4
Badgley, Phelps & Bell
Washington
$24.9M 254,438 +2,051 +0.8%
LPL Financial
5
LPL Financial
California
$18.4M 188,453 +15,077 +9%
JWA
6
JFS Wealth Advisors
Pennsylvania
$15.7M 160,412 +5,448 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.4M 136,836 +72,666 +113%
RJA
8
Raymond James & Associates
Florida
$11.7M 119,772 +11,146 +10%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M 115,580 +36,096 +45%
MAM
10
Marquette Asset Management
Minnesota
$10.5M 107,577 +4,391 +4%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$10.1M 103,417 +19,418 +23%
AW
12
ACG Wealth
Georgia
$9.21M 94,243 +6,385 +7%
U
13
UBS
Switzerland
$8.76M 89,628 +4,766 +6%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$8.23M 84,195 +34,964 +71%
Mariner
15
Mariner
Kansas
$7.1M 72,669 +69,464 +2,167%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.09M 72,502 +6,005 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.66M 68,118 +11,507 +20%
CC
18
Callan Capital
California
$5M 51,109 +4,255 +9%
CAN
19
Cetera Advisor Networks
California
$4.61M 47,178 +3,470 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.2M 42,983 -44,586 -51%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.71M 37,988 +3,288 +9%
TWA
22
Tillar-Wenstrup Advisors
Ohio
$3.52M 36,025 +36,025 New
Ameriprise
23
Ameriprise
Minnesota
$3.1M 31,697 +15,072 +91%
AIG
24
American International Group
New York
$2.72M 27,784 +8,760 +46%
MIH
25
Madison Investment Holdings
Wisconsin
$2.42M 24,807 +538 +2%
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