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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

203 hedge funds and large institutions have $2.43B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
5.08%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.7%
New
30
Increased
75
Reduced
55
Closed
8
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$412K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$65.1M
2
Bank of America
2
Bank of America
North Carolina
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$106M
4
JFA
4
JNBA Financial Advisors
Minnesota
$6.8M
5
USAA
5
United Services Automobile Association
Texas
$142M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$55.9M
2
UBS Group
2
UBS Group
Switzerland
$49.6M
3
SMA
3
Simply Money Advisors
Ohio
$39.4M
4
LPT
4
Legacy Private Trust
Wisconsin
$32.9M
5
RCM
5
Rivernorth Capital Management
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$20.2M +$745K +37,410 +4%
FWM
27
Frontier Wealth Management
Missouri
$20.1M +$22K +1,105 +0.1%
HCP
28
Holt Capital Partners
Texas
$19.7M +$169K +8,475 +0.9%
KA
29
Klingman & Associates
New York
$19.4M +$646K +32,460 +3%
FDCC
30
Foster Dykema Cabot & Co
Massachusetts
$17.2M +$5M +251,175 +41%
RCM
31
Rivernorth Capital Management
Florida
$17M -$6.97M -350,000 -29%
OPCM
32
Osborne Partners Capital Management
California
$16.2M -$371K -18,640 -2%
SIC
33
Sigma Investment Counselors
Michigan
$15.4M -$124K -6,220 -0.8%
AA
34
Ancora Advisors
Ohio
$13.8M +$1.55M +77,960 +13%
DADC
35
D.A. Davidson & Co
Montana
$13.3M +$1.64M +82,430 +14%
JWA
36
JFS Wealth Advisors
Pennsylvania
$12.4M -$1.13M -56,615 -8%
NCM
37
Novare Capital Management
North Carolina
$11.5M +$1.52M +76,475 +15%
DIA
38
Denver Investment Advisors
Colorado
$11.4M – – –
GT
39
Glenmede Trust
Pennsylvania
$11.1M -$418K -20,995 -4%
SF
40
Synovus Financial
Georgia
$11.1M -$152K -7,650 -1%
HFS
41
HL Financial Services
Kentucky
$11M +$373K +18,760 +4%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$10.2M -$826K -41,480 -7%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$8.97M +$127K +6,385 +1%
AG
44
Advisor Group
Arizona
$8.66M +$2.17M +109,075 +34%
MIH
45
Madison Investment Holdings
Wisconsin
$7.94M +$98.7K +4,955 +1%
RJA
46
Raymond James & Associates
Florida
$7.91M +$1.68M +84,240 +27%
WBG
47
Wharton Business Group
Pennsylvania
$7.74M – – –
TWA
48
Tillar-Wenstrup Advisors
Ohio
$7.67M +$1.34M +67,280 +21%
HighTower Advisors
49
HighTower Advisors
Illinois
$7.65M +$2.48M +124,760 +48%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$7.52M +$3.4M +170,790 +83%
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