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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

183 hedge funds and large institutions have $2.29B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 65 increasing their positions, 78 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
-3
Holders Change %
-1.61%
% of All Funds
4.89%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.72%
New
9
Increased
65
Reduced
78
Closed
10
Calls
$309K
Puts
$365K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$85.1M
2
CFA
2
Carroll Financial Associates
North Carolina
$91.8M
3
UBS Group
3
UBS Group
Switzerland
$79.1M
4
LPT
4
Legacy Private Trust
Wisconsin
$39M
5
USAA
5
United Services Automobile Association
Texas
$127M

Top Sellers

1
Invesco
1
Invesco
Georgia
$232M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$28.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
JFA
5
JNBA Financial Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Frontier Wealth Management
Missouri
$18.9M -$544K -29,055 -3%
Wells Fargo
27
Wells Fargo
California
$18.7M -$22.5M -1,199,470 -55%
HCP
28
Holt Capital Partners
Texas
$18.4M -$1.07M -56,950 -5%
RVPG
29
Relative Value Partners Group
$18.3M +$796K +42,505 +5%
KA
30
Klingman & Associates
New York
$17.6M +$307K +16,410 +2%
OPCM
31
Osborne Partners Capital Management
California
$15.6M -$804K -42,940 -5%
SIC
32
Sigma Investment Counselors
Michigan
$14.6M -$175K -9,330 -1%
JWA
33
JFS Wealth Advisors
Pennsylvania
$12.7M -$2.27M -121,190 -15%
AA
34
Ancora Advisors
Ohio
$11.5M +$494K +26,410 +4%
FDCC
35
Foster Dykema Cabot & Co
Massachusetts
$11.4M +$89.4K +4,775 +0.8%
DADC
36
D.A. Davidson & Co
Montana
$11M -$228K -12,155 -2%
GT
37
Glenmede Trust
Pennsylvania
$10.9M -$195K -10,440 -2%
DIA
38
Denver Investment Advisors
Colorado
$10.7M -$5.01M -267,785 -32%
SF
39
Synovus Financial
Georgia
$10.6M +$406K +21,695 +4%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$10.4M -$413K -22,060 -4%
HFS
41
HL Financial Services
Kentucky
$9.97M +$221K +11,805 +2%
NCM
42
Novare Capital Management
North Carolina
$9.39M +$274K +14,660 +3%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$8.31M -$9.64K -515 -0.1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$7.64M -$48.6K -2,595 -0.6%
FHB
45
First Hawaiian Bank
Hawaii
$7.38M -$66.8K -3,570 -0.9%
MIH
46
Madison Investment Holdings
Wisconsin
$7.37M +$178K +9,490 +2%
WBG
47
Wharton Business Group
Pennsylvania
$7.28M -$6.05M -323,075 -45%
Mariner
48
Mariner
Kansas
$7.12M +$1.33M +70,985 +23%
CA
49
Cornerstone Advisory
Maryland
$6.71M -$2.34K -125 -0%
RC
50
RegentAtlantic Capital
New Jersey
$6.27M -$410K -21,925 -6%
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