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

97 hedge funds and large institutions have $511M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
10
Increased
36
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$15.9M
2
CPO
2
Cerity Partners OCIO
New York
$15.2M
3
Mariner
3
Mariner
Kansas
$31.3M
4
Jane Street
4
Jane Street
New York
$4.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
BPB
1
Badgley, Phelps & Bell
Washington
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.1M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$17.8M
4
LPL Financial
4
LPL Financial
California
$18.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$111M 1,063,421 -7,146 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$38.1M 366,728 -47,322 -11%
Wells Fargo
3
Wells Fargo
California
$36.7M 353,012 +1,403 +0.4%
Mariner
4
Mariner
Kansas
$31.3M 301,071 +77,302 +35%
UBS Group
5
UBS Group
Switzerland
$22.9M 219,916 +8,648 +4%
LPL Financial
6
LPL Financial
California
$18.8M 180,699 -33,693 -16%
FMWA
7
Forvis Mazars Wealth Advisors
Missouri
$17.8M 171,201 -34,485 -17%
RJA
8
Raymond James & Associates
Florida
$17.5M 167,882 +651 +0.4%
FWM
9
Frontier Wealth Management
Missouri
$15.9M 152,436 +152,436 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.7M 150,925 -8,330 -5%
CPO
11
Cerity Partners OCIO
New York
$15.2M 145,966 +87,119 +148%
BPB
12
Badgley, Phelps & Bell
Washington
$14.1M 135,612 -128,132 -49%
JWA
13
JFS Wealth Advisors
Pennsylvania
$13.7M 131,994 -4,098 -3%
KL
14
Kinsight LLC
Alabama
$11M 106,193 +6,005 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.4M 100,454 +23,334 +30%
MAM
16
Marquette Asset Management
Minnesota
$8.3M 79,758 -2,125 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$8.07M 77,581 -10,839 -12%
HighTower Advisors
18
HighTower Advisors
Illinois
$7.75M 74,496 +5,660 +8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$5.81M 55,839 -3,676 -6%
AW
20
ACG Wealth
Georgia
$5.68M 54,640 +1,461 +3%
CC
21
Callan Capital
California
$5.04M 48,489 +1,186 +3%
BSWM
22
Boston Standard Wealth Management
Massachusetts
$4.84M 45,822 +1,798 +4%
MMLI
23
Massachusetts Mutual Life Insurance
Massachusetts
$4.76M 45,727 +6,325 +16%
CAN
24
Cetera Advisor Networks
California
$4.75M 45,695 -9,164 -17%
US Bancorp
25
US Bancorp
Minnesota
$4.64M 44,649 +921 +2%
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