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Invesco FTSE RAFI US 1500 Small-Mid ETF

103 hedge funds and large institutions have $537M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.78%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.38%
New
16
Increased
37
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$111M 1,073,349 +9,928 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$44.9M 432,842 +66,114 +18%
Wells Fargo
3
Wells Fargo
California
$37.1M 357,608 +4,596 +1%
Mariner
4
Mariner
Kansas
$31.3M 301,979 +908 +0.3%
UBS Group
5
UBS Group
Switzerland
$22.1M 213,103 -6,813 -3%
RJA
6
Raymond James & Associates
Florida
$18.3M 175,993 +8,111 +5%
LPL Financial
7
LPL Financial
California
$17.1M 166,474 -14,225 -8%
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$16.7M 161,368 -9,833 -6%
CPO
9
Cerity Partners OCIO
New York
$16.2M 156,144 +10,178 +7%
FWM
10
Frontier Wealth Management
Missouri
$16M 154,468 +2,032 +1%
BPB
11
Badgley, Phelps & Bell
Washington
$14.1M 136,299 +687 +0.5%
JWA
12
JFS Wealth Advisors
Pennsylvania
$13.4M 129,454 -2,540 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.2M 126,968 +26,514 +26%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12.3M 118,924 -32,001 -21%
HighTower Advisors
15
HighTower Advisors
Illinois
$10.6M 102,471 +27,975 +38%
LPT
16
Legacy Private Trust
Wisconsin
$10.5M 101,669 +101,669 New
KL
17
Kinsight LLC
Alabama
$9.98M 96,214 -9,979 -9%
MAM
18
Marquette Asset Management
Minnesota
$7.68M 74,046 -5,712 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.38M 71,097 -6,484 -8%
SSWM
20
Sheets Smith Wealth Management
North Carolina
$7.31M 70,417 +46,973 +200%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$5.95M 57,387 +1,548 +3%
Invesco
22
Invesco
Georgia
$5.88M 56,641 +44,315 +360%
AW
23
ACG Wealth
Georgia
$5.82M 56,049 +1,409 +3%
MML Investors Services
24
MML Investors Services
Massachusetts
$5.15M 49,642 +49,642 New
CC
25
Callan Capital
California
$5.06M 48,771 +282 +0.6%