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Invesco FTSE RAFI US 1500 Small-Mid ETF

103 hedge funds and large institutions have $512M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.22%
New
11
Increased
34
Reduced
41
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
$98.1M 1,072,417 -932 -0.1%
CSIA
2
Charles Schwab Investment Advisory
California
$49.1M 536,531 +533,993 +21,040%
Morgan Stanley
3
Morgan Stanley
New York
$36M 393,110 -39,732 -9%
Mariner
4
Mariner
Kansas
$29M 317,300 +15,321 +5%
LPT
5
Legacy Private Trust
Wisconsin
$27.6M 301,370 +199,701 +196%
Wells Fargo
6
Wells Fargo
California
$25.8M 282,257 -75,351 -21%
UBS Group
7
UBS Group
Switzerland
$22.5M 245,503 +32,400 +15%
RJA
8
Raymond James & Associates
Florida
$15.5M 170,004 -5,989 -3%
FWM
9
Frontier Wealth Management
Missouri
$14.7M 160,560 +6,092 +4%
CPO
10
Cerity Partners OCIO
New York
$14.6M 159,116 +2,972 +2%
JWA
11
JFS Wealth Advisors
Pennsylvania
$12.1M 132,361 +2,907 +2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$11.9M 129,602 -31,766 -20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.4M 114,218 -12,750 -10%
HighTower Advisors
14
HighTower Advisors
Illinois
$9.41M 102,887 +416 +0.4%
LPL Financial
15
LPL Financial
California
$9.06M 95,452 -71,022 -43%
KL
16
Kinsight LLC
Alabama
$8.65M 94,599 -1,615 -2%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.28M 90,494 -28,430 -24%
Invesco
18
Invesco
Georgia
$6.97M 76,219 +19,578 +35%
MAM
19
Marquette Asset Management
Minnesota
$6.75M 73,814 -232 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.66M 72,804 +1,707 +2%
BPB
21
Badgley, Phelps & Bell
Washington
$6.32M 69,118 -67,181 -49%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$5.03M 54,964 -2,423 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.98M 54,398 +4,756 +10%
CAN
24
Cetera Advisor Networks
California
$4.34M 47,372 +1,677 +4%
CC
25
Callan Capital
California
$4.21M 46,037 -2,734 -6%