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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

187 hedge funds and large institutions have $2.25B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+12
Holders Change %
+6.86%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.72%
New
20
Increased
76
Reduced
50
Closed
6
Calls
–
Puts
$201K
Net Calls
-$201K
Net Calls Change
-$201K

Top Buyers

1
Invesco
1
Invesco
Georgia
$289M
2
Bank of America
2
Bank of America
North Carolina
$276M
3
FWM
3
Frontier Wealth Management
Missouri
$21.2M
4
SMA
4
Simply Money Advisors
Ohio
$62.6M
5
USAA
5
United Services Automobile Association
Texas
$77M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.47M
4
LPL Financial
4
LPL Financial
California
$20.1M
5
AA
5
Ancora Advisors
Ohio
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
51
RegentAtlantic Capital
New Jersey
$7.07M -$303K -16,575 -4%
MIH
52
Madison Investment Holdings
Wisconsin
$7.01M -$433K -23,720 -6%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$6.22M +$1.61M +88,165 +35%
HFS
54
HL Financial Services
Kentucky
$6.02M +$6.02M +329,365 New
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.77M +$2.41M +131,855 +72%
US Bancorp
56
US Bancorp
Minnesota
$5.7M +$873K +47,815 +18%
1GA
57
1st Global Advisors
Texas
$5.68M -$33.3K -1,825 -0.6%
DADC
58
D.A. Davidson & Co
Montana
$5.66M -$159K -8,720 -3%
Jane Street
59
Jane Street
New York
$5.55M +$4.11M +225,205 +287%
PA
60
Pinnacle Associates
New York
$5.13M +$271K +14,850 +6%
PO
61
Private Ocean
California
$5.09M -$23K -1,260 -0.5%
VFS
62
VSR Financial Services
Kansas
$5.05M +$807K +44,200 +19%
WB
63
Webster Bank
Connecticut
$4.69M +$1.04M +56,880 +28%
HighTower Advisors
64
HighTower Advisors
Illinois
$4.64M +$158K +8,645 +4%
BJ
65
Brouwer & Janachowski
California
$4.62M -$250K -13,685 -5%
Goldman Sachs
66
Goldman Sachs
New York
$4.47M -$16.6M -907,895 -79%
BEAM
67
Baker Ellis Asset Management
Washington
$4.4M +$394K +21,575 +10%
BFG
68
Bouchey Financial Group
New York
$4.27M +$130K +7,125 +3%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$4M +$15.5K +850 +0.4%
HCC
70
Hirtle Callaghan & Co
Pennsylvania
$3.93M +$3.93M +215,000 New
GC
71
Gratus Capital
Georgia
$3.67M +$38.7K +2,120 +1%
MFP
72
Mosaic Financial Partners
California
$3.57M -$76.9K -4,210 -2%
BPB
73
Badgley, Phelps & Bell
Washington
$3.47M +$213K +11,650 +7%
MFS
74
MSI Financial Services
Massachusetts
$3.46M +$1.8M +98,720 +108%
FAAM
75
First Allied Asset Management
California
$3.23M -$136K -7,480 -4%
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3
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