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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 %
FHB
51
First Hawaiian Bank
Hawaii
$7.49M -$360K -18,095 -5%
Mariner
52
Mariner
Kansas
$7.45M -$122K -6,120 -2%
CA
53
Cornerstone Advisory
Maryland
$7.22M +$88.9K +4,465 +1%
PA
54
Pinnacle Associates
New York
$6.84M +$208K +10,450 +3%
MFP
55
Mosaic Financial Partners
California
$6.82M +$371K +18,650 +6%
JFA
56
JNBA Financial Advisors
Minnesota
$6.8M +$6.8M +341,360 New
PAG
57
Private Advisor Group
New Jersey
$6.57M +$5.38M +266,875 +453%
Goldman Sachs
58
Goldman Sachs
New York
$6.43M -$3.09K -155 -0%
TCB
59
Texas Capital Bancshares
Texas
$6.32M -$339K -17,045 -5%
BEAM
60
Baker Ellis Asset Management
Washington
$6.25M +$91.8K +4,610 +1%
1GA
61
1st Global Advisors
Texas
$6.18M – – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$6.13M +$29.9K +1,500 +0.5%
RC
63
RegentAtlantic Capital
New Jersey
$5.83M -$840K -42,195 -13%
US Bancorp
64
US Bancorp
Minnesota
$5.74M +$160K +8,040 +3%
BPB
65
Badgley, Phelps & Bell
Washington
$5.17M -$50.2K -2,520 -1%
MFS
66
MSI Financial Services
Massachusetts
$4.91M +$1.12M +56,395 +30%
PO
67
Private Ocean
California
$4.78M +$5.28K +265 +0.1%
SB
68
Suntrust Banks
Georgia
$4.48M +$983K +49,380 +28%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$4.12M +$495K +24,840 +14%
SCA
70
Salient Capital Advisors
Texas
$3.78M +$197K +9,870 +5%
Lido Advisors
71
Lido Advisors
California
$3.73M +$390K +19,575 +12%
BJ
72
Brouwer & Janachowski
California
$3.43M -$318K -15,960 -8%
SMG
73
Spectrum Management Group
Indiana
$3.05M – – –
BTS
74
BB&T Securities
Virginia
$3.01M – – –
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.97M +$247K +12,445 +9%
1 2
3
4 5