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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 $408M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.41%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
8
Increased
30
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KL
1
Kinsight LLC
Alabama
$4.51M
2
Wells Fargo
2
Wells Fargo
California
$32.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.55M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$17M
5
US Bancorp
5
US Bancorp
Minnesota
$2.12M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$176K
2
Bank of America
2
Bank of America
North Carolina
$93.2M
3
AIG
3
American International Group
New York
$511K
4
MAM
4
Marquette Asset Management
Minnesota
$8.04M
5
AIA
5
Arbor Investment Advisors
North Carolina
$657K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$93.2M 990,758 -25,360 -2%
Morgan Stanley
2
Morgan Stanley
New York
$38.2M 406,081 +8,633 +2%
Wells Fargo
3
Wells Fargo
California
$32.1M 341,093 +28,061 +9%
BPB
4
Badgley, Phelps & Bell
Washington
$24.4M 259,831 +3,378 +1%
LPL Financial
5
LPL Financial
California
$20.3M 218,740 +4,047 +2%
RJA
6
Raymond James & Associates
Florida
$20M 212,214 +5,031 +2%
Mariner
7
Mariner
Kansas
$17.4M 185,260 +7,380 +4%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$17M 181,093 +23,555 +15%
U
9
UBS
Switzerland
$15.3M 162,220 -3,274 -2%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.7M 135,233 -604 -0.4%
JWA
11
JFS Wealth Advisors
Pennsylvania
$12.4M 132,050 -784 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.6M 91,404 +2,891 +3%
MAM
13
Marquette Asset Management
Minnesota
$8.04M 85,451 -18,750 -18%
HighTower Advisors
14
HighTower Advisors
Illinois
$7.8M 82,921 -2,419 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.79M 72,155 -3,303 -4%
CAN
16
Cetera Advisor Networks
California
$5.15M 54,849 -247 -0.4%
AW
17
ACG Wealth
Georgia
$4.92M 52,363 -1,920 -4%
KL
18
Kinsight LLC
Alabama
$4.51M 48,006 +48,006 New
CC
19
Callan Capital
California
$4.4M 46,799 -277 -0.6%
UCFA
20
United Capital Financial Advisors
Texas
$3.78M 40,190 +7,047 +21%
NEPWA
21
New England Private Wealth Advisors
Massachusetts
$3.53M 37,537 -721 -2%
MIH
22
Madison Investment Holdings
Wisconsin
$3.44M 36,560 +12,722 +53%
MMLI
23
Massachusetts Mutual Life Insurance
Massachusetts
$3.01M 32,054 +4,727 +17%
Ameriprise
24
Ameriprise
Minnesota
$3M 31,898 +3,727 +13%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.73M 29,001 -2,192 -7%
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