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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.15B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
4.94%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
14
Increased
70
Reduced
70
Closed
25
Calls
–
Puts
$180K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.7M
2
CIA
2
Choate Investment Advisors
Massachusetts
$56.1M
3
RVPG
3
Relative Value Partners Group
$16.2M
4
Ameriprise
4
Ameriprise
Minnesota
$54.5M
5
CFA
5
Carroll Financial Associates
North Carolina
$64.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$156M
2
SMG
2
Spectrum Management Group
Indiana
$2.77M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
RJT
4
Raymond James Trust
Florida
$298K
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Rivernorth Capital Management
Florida
$21.2M – – –
GA
27
Geller Advisors
New York
$20.5M -$1,000K -56,700 -5%
FWM
28
Frontier Wealth Management
Missouri
$18.6M +$94.9K +5,385 +0.5%
HCP
29
Holt Capital Partners
Texas
$17.6M +$1.41M +80,000 +9%
RVPG
30
Relative Value Partners Group
$16.2M +$16.2M +930,185 New
OPCM
31
Osborne Partners Capital Management
California
$15.6M -$493K -27,985 -3%
KA
32
Klingman & Associates
New York
$15.6M +$164K +9,320 +1%
JWA
33
JFS Wealth Advisors
Pennsylvania
$15M +$16.7K +950 +0.1%
DIA
34
Denver Investment Advisors
Colorado
$14.8M – – –
SIC
35
Sigma Investment Counselors
Michigan
$13.6M +$160K +9,065 +1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$11.5M -$1.41M -79,750 -11%
FDCC
37
Foster Dykema Cabot & Co
Massachusetts
$10.6M +$155K +8,805 +1%
GT
38
Glenmede Trust
Pennsylvania
$10.5M -$144K -8,175 -1%
AA
39
Ancora Advisors
Ohio
$10.3M +$48.5K +2,750 +0.5%
DADC
40
D.A. Davidson & Co
Montana
$9.43M +$1.08M +61,445 +13%
SG Americas Securities
41
SG Americas Securities
New York
$9.19M +$1.52M +86,135 +20%
SF
42
Synovus Financial
Georgia
$9.12M +$4.92M +278,835 +117%
NCM
43
Novare Capital Management
North Carolina
$8.34M +$81.1K +4,600 +1%
HFS
44
HL Financial Services
Kentucky
$7.85M +$7.85M +445,210 New
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$7.84M -$92K -5,220 -1%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$7.44M +$5.4M +306,425 +265%
FHB
47
First Hawaiian Bank
Hawaii
$7.1M – – –
JFA
48
JNBA Financial Advisors
Minnesota
$6.83M +$6.44K +365 +0.1%
MFS
49
MSI Financial Services
Massachusetts
$6.82M +$280K +15,865 +4%
MIH
50
Madison Investment Holdings
Wisconsin
$6.6M +$71.1K +4,035 +1%
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