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

83 hedge funds and large institutions have $424M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
2.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
10
Increased
34
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$17.4M
2
RJA
2
Raymond James & Associates
Florida
$19.4M
3
U
3
UBS
Switzerland
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$36.8M
5
Bank of America
5
Bank of America
North Carolina
$97.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.57M
2
AW
2
ACG Wealth
Georgia
$7.94M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$14.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
PI
5
Placemark Investments
Illinois
$231K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$97.3M 980,161 +42,498 +5%
Morgan Stanley
2
Morgan Stanley
New York
$36.8M 370,729 +49,122 +15%
Wells Fargo
3
Wells Fargo
California
$34.5M 347,206 +21,554 +7%
BPB
4
Badgley, Phelps & Bell
Washington
$25.7M 258,635 +4,197 +2%
LPL Financial
5
LPL Financial
California
$20M 201,386 +12,933 +7%
RJA
6
Raymond James & Associates
Florida
$19.4M 195,581 +75,809 +63%
Mariner
7
Mariner
Kansas
$17.4M 175,319 +102,650 +141%
U
8
UBS
Switzerland
$14.8M 149,424 +59,796 +67%
JWA
9
JFS Wealth Advisors
Pennsylvania
$14.6M 147,082 -13,330 -8%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M 128,436 +12,856 +11%
FMWA
11
Forvis Mazars Wealth Advisors
Missouri
$12.1M 122,301 +18,884 +18%
MAM
12
Marquette Asset Management
Minnesota
$10.6M 106,651 -926 -0.9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$8.93M 90,035 +5,840 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.57M 86,331 -50,505 -37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.5M 85,670 +17,552 +26%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.99M 80,536 +8,034 +11%
AW
17
ACG Wealth
Georgia
$7.94M 80,020 -14,223 -15%
CAN
18
Cetera Advisor Networks
California
$5.69M 57,234 +10,056 +21%
CC
19
Callan Capital
California
$5.59M 56,335 +5,226 +10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.09M 41,208 -1,775 -4%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.8M 38,259 +271 +0.7%
TWA
22
Tillar-Wenstrup Advisors
Ohio
$3.7M 37,297 +1,272 +4%
Ameriprise
23
Ameriprise
Minnesota
$3.1M 31,229 -468 -1%
MMLI
24
Massachusetts Mutual Life Insurance
Massachusetts
$2.52M 25,408 +10,286 +68%
UCFA
25
United Capital Financial Advisors
Texas
$2.42M 24,405 +24,405 New
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