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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 $914M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
2.94%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
4
Increased
47
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$338M
2
CPO
2
Cerity Partners OCIO
New York
$28.2M
3
CAN
3
Cetera Advisor Networks
California
$7.35M
4
Ameriprise
4
Ameriprise
Minnesota
$10.9M
5
RJA
5
Raymond James & Associates
Florida
$22.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.2M
2
Bank of America
2
Bank of America
North Carolina
$94.4M
3
LPT
3
Legacy Private Trust
Wisconsin
$31.3M
4
AW
4
ACG Wealth
Georgia
$680K
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$338M 3,207,318 +3,119,949 +3,571%
Bank of America
2
Bank of America
North Carolina
$94.4M 896,081 -64,241 -7%
HT
3
Hefren-Tillotson
Pennsylvania
$60.8M 577,222 -13,034 -2%
CSIA
4
Charles Schwab Investment Advisory
California
$39.5M 375,180 -19,489 -5%
UBS Group
5
UBS Group
Switzerland
$32.2M 305,406 -21,274 -7%
Mariner
6
Mariner
Kansas
$31.6M 299,413 -13,530 -4%
LPT
7
Legacy Private Trust
Wisconsin
$31.3M 296,636 -43,547 -13%
CPO
8
Cerity Partners OCIO
New York
$28.2M 267,951 +40,969 +18%
Morgan Stanley
9
Morgan Stanley
New York
$26.2M 248,462 +3,607 +1%
RJA
10
Raymond James & Associates
Florida
$22.2M 210,563 +9,558 +5%
Wells Fargo
11
Wells Fargo
California
$15.2M 144,582 -106,417 -42%
FWM
12
Frontier Wealth Management
Missouri
$15M 142,486 -309 -0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.2M 134,623 -9,931 -7%
Ameriprise
14
Ameriprise
Minnesota
$10.9M 103,594 +16,874 +19%
DPA
15
Delphi Private Advisors
California
$10.9M 103,012 -4,601 -4%
JWA
16
JFS Wealth Advisors
Pennsylvania
$10.5M 99,630 -23,869 -19%
KL
17
Kinsight LLC
Alabama
$9.74M 92,410 -1,988 -2%
BPB
18
Badgley, Phelps & Bell
Washington
$8.04M 76,291 +474 +0.6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.62M 72,295 -500 -0.7%
CAN
20
Cetera Advisor Networks
California
$7.35M 69,716 +25,058 +56%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$6.87M 65,219 -7,029 -10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.19M 58,675 +1,608 +3%
MAM
23
Marquette Asset Management
Minnesota
$5.9M 55,973 -9,009 -14%
CC
24
Callan Capital
California
$5.79M 54,898 -295 -0.5%
LPL Financial
25
LPL Financial
California
$5.24M 50,109 +7 +0%
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