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

110 hedge funds and large institutions have $569M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
2.94%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
9
Increased
42
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$32.8M
2
Wells Fargo
2
Wells Fargo
California
$29.2M
3
RJA
3
Raymond James & Associates
Florida
$18.4M
4
CPO
4
Cerity Partners OCIO
New York
$18M
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$2.08M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$38M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.13M
4
CCA
4
Cobblestone Capital Advisors
New York
$0
5
LPL Financial
5
LPL Financial
California
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$95.8M 1,015,787 -37,299 -4%
HT
2
Hefren-Tillotson
Pennsylvania
$56.1M 594,562 +17,649 +3%
CSIA
3
Charles Schwab Investment Advisory
California
$38M 402,236 -115,411 -22%
UBS Group
4
UBS Group
Switzerland
$32.8M 347,664 +60,506 +21%
Wells Fargo
5
Wells Fargo
California
$29.2M 309,294 +38,736 +14%
Mariner
6
Mariner
Kansas
$29.1M 308,822 +697 +0.2%
LPT
7
Legacy Private Trust
Wisconsin
$28.7M 304,643 +12,673 +4%
Morgan Stanley
8
Morgan Stanley
New York
$24.1M 255,705 -105,134 -29%
RJA
9
Raymond James & Associates
Florida
$18.4M 194,956 +29,013 +17%
CPO
10
Cerity Partners OCIO
New York
$18M 191,189 +24,840 +15%
FWM
11
Frontier Wealth Management
Missouri
$13.6M 144,253 -1,110 -0.8%
JWA
12
JFS Wealth Advisors
Pennsylvania
$12.4M 131,374 -431 -0.3%
DPA
13
Delphi Private Advisors
California
$12.1M 128,593 -2,213 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.9M 126,122 +3,459 +3%
LPL Financial
15
LPL Financial
California
$9.98M 108,420 -68,168 -39%
KL
16
Kinsight LLC
Alabama
$9.07M 96,136 -35,311 -27%
Invesco
17
Invesco
Georgia
$7.15M 75,759 -915 -1%
BPB
18
Badgley, Phelps & Bell
Washington
$6.96M 73,808 +4,103 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.93M 73,459 +11,074 +18%
Ameriprise
20
Ameriprise
Minnesota
$6.48M 68,659 +12,310 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.47M 68,518 -5,408 -7%
MAM
22
Marquette Asset Management
Minnesota
$6.21M 65,827 -7,171 -10%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.44M 57,649 +2,223 +4%
CC
24
Callan Capital
California
$5.27M 55,835 +4,407 +9%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$4.74M 50,215 -23,554 -32%
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