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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 %
RC
51
RegentAtlantic Capital
New Jersey
$6.53M -$1.17M -66,575 -15%
CA
52
Cornerstone Advisory
Maryland
$6.46M -$518K -29,375 -7%
TCB
53
Texas Capital Bancshares
Texas
$6.45M -$4.29M -243,400 -40%
VFS
54
VSR Financial Services
Kansas
$6.18M +$5.73K +325 +0.1%
RJA
55
Raymond James & Associates
Florida
$5.98M -$4.4M -249,850 -42%
PA
56
Pinnacle Associates
New York
$5.64M -$681K -38,625 -11%
AIG
57
American International Group
New York
$5.58M -$2.94M -166,505 -34%
1GA
58
1st Global Advisors
Texas
$5.47M +$81.3K +4,610 +2%
MFP
59
Mosaic Financial Partners
California
$5.39M +$792K +44,930 +17%
TWA
60
Tillar-Wenstrup Advisors
Ohio
$5.38M -$7.76M -441,550 -59%
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$5.35M +$17.6K +1,000 +0.3%
BEAM
62
Baker Ellis Asset Management
Washington
$5.22M -$129K -7,340 -2%
US Bancorp
63
US Bancorp
Minnesota
$5.05M -$1.11M -62,985 -18%
PO
64
Private Ocean
California
$4.79M -$86.5K -4,905 -2%
BPB
65
Badgley, Phelps & Bell
Washington
$4.45M +$425K +24,135 +11%
HighTower Advisors
66
HighTower Advisors
Illinois
$4.43M +$106K +6,040 +2%
BJ
67
Brouwer & Janachowski
California
$3.85M -$16.6K -940 -0.4%
HCC
68
Hirtle Callaghan & Co
Pennsylvania
$3.79M +$3.79M +215,000 New
CA
69
Cetera Advisors
Colorado
$3.56M +$468K +26,500 +15%
SCA
70
Salient Capital Advisors
Texas
$3.4M +$65.2K +3,700 +2%
LC
71
Lubar & Co
Wisconsin
$3.24M -$652K -37,000 -17%
CWM
72
Concert Wealth Management
California
$3.22M +$2.38K +135 +0.1%
CTC
73
Central Trust Company
Missouri
$2.96M +$145K +8,225 +5%
Mariner
74
Mariner
Kansas
$2.91M +$2.91M +165,255 New
GC
75
Gratus Capital
Georgia
$2.91M +$401K +22,730 +16%
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3
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