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Invesco FTSE RAFI US 1500 Small-Mid ETF

111 hedge funds and large institutions have $602M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 3 closing their positions.

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.91%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
13
Increased
40
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$98.9M 1,053,086 -19,331 -2%
HT
2
Hefren-Tillotson
Pennsylvania
$54.2M 576,913 +565,035 +4,757%
CSIA
3
Charles Schwab Investment Advisory
California
$48.6M 517,647 -18,884 -4%
Morgan Stanley
4
Morgan Stanley
New York
$33.9M 360,839 -32,271 -8%
Mariner
5
Mariner
Kansas
$28.9M 308,125 -9,175 -3%
LPT
6
Legacy Private Trust
Wisconsin
$27.4M 291,970 -9,400 -3%
UBS Group
7
UBS Group
Switzerland
$27M 287,158 +41,655 +17%
Wells Fargo
8
Wells Fargo
California
$25.4M 270,558 -11,699 -4%
LPL Financial
9
LPL Financial
California
$16.2M 176,588 +81,136 +85%
CPO
10
Cerity Partners OCIO
New York
$15.6M 166,349 +7,233 +5%
RJA
11
Raymond James & Associates
Florida
$15.6M 165,943 -4,061 -2%
FWM
12
Frontier Wealth Management
Missouri
$13.6M 145,363 -15,197 -9%
JWA
13
JFS Wealth Advisors
Pennsylvania
$12.4M 131,805 -556 -0.4%
KL
14
Kinsight LLC
Alabama
$12.3M 131,447 +36,848 +39%
DPA
15
Delphi Private Advisors
California
$12.3M 130,806 +130,806 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.5M 122,663 +8,445 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
$9.42M 100,270 -2,617 -3%
CCA
18
Cobblestone Capital Advisors
New York
$8.09M 86,190 +86,190 New
Invesco
19
Invesco
Georgia
$7.2M 76,674 +455 +0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.94M 73,926 +1,122 +2%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$6.93M 73,769 -55,833 -43%
MAM
22
Marquette Asset Management
Minnesota
$6.85M 72,998 -816 -1%
BPB
23
Badgley, Phelps & Bell
Washington
$6.55M 69,705 +587 +0.8%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.34M 67,542 -22,952 -25%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.86M 62,385 +37,673 +152%