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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

186 hedge funds and large institutions have $2.28B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
19
Increased
60
Reduced
70
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$249M
2
USAA
2
United Services Automobile Association
Texas
$120M
3
CFA
3
Carroll Financial Associates
North Carolina
$77.5M
4
Ameriprise
4
Ameriprise
Minnesota
$65.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.61M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28.7M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$38M
3
Wells Fargo
3
Wells Fargo
California
$39.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$12.9M
5
Bank of America
5
Bank of America
North Carolina
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Geller Advisors
New York
$21.1M +$79.5K +4,390 +0.4%
HCP
27
Holt Capital Partners
Texas
$18.8M +$731K +40,375 +4%
FWM
28
Frontier Wealth Management
Missouri
$18.8M -$267K -14,765 -1%
RVPG
29
Relative Value Partners Group
$16.9M +$54.4K +3,005 +0.3%
KA
30
Klingman & Associates
New York
$16.8M +$725K +40,055 +5%
OPCM
31
Osborne Partners Capital Management
California
$15.9M -$166K -9,175 -1%
DIA
32
Denver Investment Advisors
Colorado
$15.2M – – –
JWA
33
JFS Wealth Advisors
Pennsylvania
$14.5M -$879K -48,530 -6%
SIC
34
Sigma Investment Counselors
Michigan
$14.3M +$364K +20,085 +3%
WBG
35
Wharton Business Group
Pennsylvania
$12.9M -$10M -552,500 -44%
FDCC
36
Foster Dykema Cabot & Co
Massachusetts
$11M +$123K +6,785 +1%
DADC
37
D.A. Davidson & Co
Montana
$10.8M +$1.16M +64,300 +12%
GT
38
Glenmede Trust
Pennsylvania
$10.7M -$61.5K -3,400 -0.6%
AA
39
Ancora Advisors
Ohio
$10.6M +$5.43K +300 +0.1%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$10.4M -$1.4M -77,070 -12%
SF
41
Synovus Financial
Georgia
$9.84M +$476K +26,290 +5%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$9.61M +$7.21M +398,365 +301%
HFS
43
HL Financial Services
Kentucky
$9.42M +$1.36M +75,275 +17%
NCM
44
Novare Capital Management
North Carolina
$8.81M +$255K +14,060 +3%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$8.05M -$9.51K -525 -0.1%
Jane Street
46
Jane Street
New York
$7.73M +$5.57M +307,655 +258%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$7.43M -$207K -11,445 -3%
FHB
48
First Hawaiian Bank
Hawaii
$7.2M -$87.1K -4,810 -1%
JFA
49
JNBA Financial Advisors
Minnesota
$7.02M +$8.24K +455 +0.1%
MIH
50
Madison Investment Holdings
Wisconsin
$6.95M +$177K +9,750 +3%
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