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

121 hedge funds and large institutions have $1.01B invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+11
Holders Change %
+10%
% of All Funds
3.03%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
18
Increased
43
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
1
Legacy Private Trust
Wisconsin
$39.3M
2
Bank of America
2
Bank of America
North Carolina
$108M
3
EC
3
Estate Counselors
Wisconsin
$3.48M
4
Ameriprise
4
Ameriprise
Minnesota
$15.4M
5
G
5
GenTrust
Florida
$2.98M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$9.46M
2
Invesco
2
Invesco
Georgia
$365M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
UBS Group
4
UBS Group
Switzerland
$32.8M
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$9.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$365M 3,166,205 -41,113 -1%
Bank of America
2
Bank of America
North Carolina
$108M 939,483 +43,402 +5%
HT
3
Hefren-Tillotson
Pennsylvania
$65.5M 567,961 -9,261 -2%
CSIA
4
Charles Schwab Investment Advisory
California
$43.6M 378,582 +3,402 +0.9%
LPT
5
Legacy Private Trust
Wisconsin
$39.3M 341,051 +44,415 +15%
Mariner
6
Mariner
Kansas
$37.5M 324,946 +25,533 +9%
UBS Group
7
UBS Group
Switzerland
$32.8M 284,571 -20,835 -7%
CPO
8
Cerity Partners OCIO
New York
$31.8M 275,715 +7,764 +3%
Morgan Stanley
9
Morgan Stanley
New York
$29.2M 253,344 +4,882 +2%
RJA
10
Raymond James & Associates
Florida
$24.2M 210,121 -442 -0.2%
Wells Fargo
11
Wells Fargo
California
$18.6M 161,524 +16,942 +12%
FWM
12
Frontier Wealth Management
Missouri
$16.2M 140,361 -2,125 -1%
Ameriprise
13
Ameriprise
Minnesota
$15.4M 132,840 +29,246 +28%
DPA
14
Delphi Private Advisors
California
$11.9M 103,252 +240 +0.2%
KL
15
Kinsight LLC
Alabama
$10.6M 91,963 -447 -0.5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.46M 82,071 -52,552 -39%
JWA
17
JFS Wealth Advisors
Pennsylvania
$9.27M 80,364 -19,266 -19%
BPB
18
Badgley, Phelps & Bell
Washington
$8.89M 77,069 +778 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$8.48M 73,548 +1,253 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.12M 70,419 +5,200 +8%
LPL Financial
21
LPL Financial
California
$7.37M 63,419 +13,310 +27%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.65M 57,692 -983 -2%
CC
23
Callan Capital
California
$6.33M 54,926 +28 +0.1%
MAM
24
Marquette Asset Management
Minnesota
$5.87M 50,873 -5,100 -9%
CAN
25
Cetera Advisor Networks
California
$5.34M 46,293 -23,423 -34%
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