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

96 hedge funds and large institutions have $487M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+13
Holders Change %
+15.66%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
22
Increased
36
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$6M
4
KL
4
Kinsight LLC
Alabama
$10.1M
5
BSWM
5
Boston Standard Wealth Management
Massachusetts
$4.32M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$16.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.94M
3
Jane Street
3
Jane Street
New York
$0
4
EWM
4
Evercore Wealth Management
New York
$0
5
LPL Financial
5
LPL Financial
California
$21.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$108M 1,070,567 +79,809 +8%
Morgan Stanley
2
Morgan Stanley
New York
$41.7M 414,050 +7,969 +2%
Wells Fargo
3
Wells Fargo
California
$35.4M 351,609 +10,516 +3%
BPB
4
Badgley, Phelps & Bell
Washington
$26.6M 263,744 +3,913 +2%
Mariner
5
Mariner
Kansas
$22.5M 223,769 +38,509 +21%
LPL Financial
6
LPL Financial
California
$21.6M 214,392 -4,348 -2%
UBS Group
7
UBS Group
Switzerland
$21.3M 211,268 +211,268 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$20.7M 205,686 +24,593 +14%
RJA
9
Raymond James & Associates
Florida
$16.8M 167,231 -44,983 -21%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$16M 159,255 +24,022 +18%
JWA
11
JFS Wealth Advisors
Pennsylvania
$13.7M 136,092 +4,042 +3%
KL
12
Kinsight LLC
Alabama
$10.1M 100,188 +52,182 +109%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.91M 88,420 -2,984 -3%
MAM
14
Marquette Asset Management
Minnesota
$8.25M 81,883 -3,568 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.77M 77,120 +4,965 +7%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.94M 68,836 -14,085 -17%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$6M 59,515 +59,515 New
CPO
18
Cerity Partners OCIO
New York
$5.93M 58,847 +40,800 +226%
CAN
19
Cetera Advisor Networks
California
$5.53M 54,859 +10 +0%
AW
20
ACG Wealth
Georgia
$5.36M 53,179 +816 +2%
CC
21
Callan Capital
California
$4.77M 47,303 +504 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.7M 46,699 +19,568 +72%
US Bancorp
23
US Bancorp
Minnesota
$4.41M 43,728 +21,160 +94%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$4.32M 44,024 +44,024 New
MMLI
25
Massachusetts Mutual Life Insurance
Massachusetts
$3.97M 39,402 +7,348 +23%
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