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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

198 hedge funds and large institutions have $2.16B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.74%
New
31
Increased
66
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$225M
2
LPL Financial
2
LPL Financial
California
$56.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.5M
4
CFA
4
Carroll Financial Associates
North Carolina
$54.3M
5
RJT
5
Raymond James Trust
Florida
$10.9M

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$27.3M
2
GA
2
Geller Advisors
New York
$21.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$940K
4
CIA
4
Choate Investment Advisors
Massachusetts
$25.7M
5
Bank of America
5
Bank of America
North Carolina
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
26
Wharton Business Group
Pennsylvania
$22M +$30K +1,725 +0.1%
GA
27
Geller Advisors
New York
$21.2M -$23.4M -1,345,085 -52%
RCM
28
Rivernorth Capital Management
Florida
$20.9M – – –
FWM
29
Frontier Wealth Management
Missouri
$18.2M -$1.88M -108,400 -9%
HCP
30
Holt Capital Partners
Texas
$16M +$289K +16,650 +2%
OPCM
31
Osborne Partners Capital Management
California
$15.9M -$110K -6,360 -0.7%
KA
32
Klingman & Associates
New York
$15.2M -$867K -49,950 -5%
JWA
33
JFS Wealth Advisors
Pennsylvania
$14.7M -$528K -30,425 -3%
DIA
34
Denver Investment Advisors
Colorado
$14.6M – – –
SIC
35
Sigma Investment Counselors
Michigan
$13.2M +$41K +2,360 +0.3%
TWA
36
Tillar-Wenstrup Advisors
Ohio
$13M +$195K +11,215 +2%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$12.7M -$1.25M -72,155 -9%
RJT
38
Raymond James Trust
Florida
$10.9M +$10.9M +626,310 New
TCB
39
Texas Capital Bancshares
Texas
$10.6M -$4.59M -264,165 -30%
GT
40
Glenmede Trust
Pennsylvania
$10.5M -$687K -39,585 -6%
FDCC
41
Foster Dykema Cabot & Co
Massachusetts
$10.3M +$1.73M +99,725 +20%
RJA
42
Raymond James & Associates
Florida
$10.2M -$580K -33,415 -5%
AA
43
Ancora Advisors
Ohio
$10.1M -$16.4K -945 -0.2%
AIG
44
American International Group
New York
$8.39M -$2.99M -172,210 -26%
DADC
45
D.A. Davidson & Co
Montana
$8.22M +$826K +47,560 +11%
NCM
46
Novare Capital Management
North Carolina
$8.13M -$251K -14,450 -3%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$7.82M -$223K -12,845 -3%
RC
48
RegentAtlantic Capital
New Jersey
$7.59M +$1.76M +101,615 +30%
SG Americas Securities
49
SG Americas Securities
New York
$7.56M +$7.32M +421,295 +3,056%
Jane Street
50
Jane Street
New York
$7.2M +$5.36M +308,915 +292%
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