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Invesco FTSE RAFI US 1000 ETF

179 hedge funds and large institutions have $2.04B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
5%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.81%
New
14
Increased
64
Reduced
63
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WBG
26
Wharton Business Group
Pennsylvania
$21M -$4.88M -294,125 -19%
RCM
27
Rivernorth Capital Management
Florida
$20M
FWM
28
Frontier Wealth Management
Missouri
$19.2M +$428K +25,800 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$15.5M +$339K +20,420 +2%
KA
30
Klingman & Associates
New York
$15.4M +$1.74M +104,650 +13%
W
31
Wealthquest
Ohio
$15.3M +$206K +12,395 +1%
OPCM
32
Osborne Partners Capital Management
California
$15.3M -$77.8K -4,690 -0.5%
HCP
33
Holt Capital Partners
Texas
$15M +$883K +53,275 +6%
JWA
34
JFS Wealth Advisors
Pennsylvania
$14.6M +$875K +52,795 +6%
TCB
35
Texas Capital Bancshares
Texas
$14.5M -$6.2M -374,075 -30%
DIA
36
Denver Investment Advisors
Colorado
$14M
HSBC Holdings
37
HSBC Holdings
United Kingdom
$13.3M -$1.13M -67,950 -8%
SIC
38
Sigma Investment Counselors
Michigan
$12.6M -$455K -27,415 -3%
TWA
39
Tillar-Wenstrup Advisors
Ohio
$12.2M -$268K -16,135 -2%
AIG
40
American International Group
New York
$10.9M -$373K -22,520 -3%
GT
41
Glenmede Trust
Pennsylvania
$10.6M +$704K +42,450 +7%
RJA
42
Raymond James & Associates
Florida
$10.3M -$3.4M -204,775 -25%
AA
43
Ancora Advisors
Ohio
$9.7M -$114K -6,865 -1%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$8.64M +$4.96M +298,940 +134%
FDCC
45
Foster Dykema Cabot & Co
Massachusetts
$8.14M +$95.8K +5,775 +1%
NCM
46
Novare Capital Management
North Carolina
$8M -$171K -10,325 -2%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$7.68M +$719K +43,360 +10%
DADC
48
D.A. Davidson & Co
Montana
$7.06M +$601K +36,240 +9%
SSWM
49
Sheets Smith Wealth Management
North Carolina
$6.78M -$3.04M -183,100 -31%
FHB
50
First Hawaiian Bank
Hawaii
$6.75M