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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 %
CTC
76
Central Trust Company
Missouri
$3.2M +$310K +16,995 +11%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$3.15M +$316K +17,315 +11%
SIAS
78
Shine Investment Advisory Services
Colorado
$3.03M +$27.2K +1,490 +0.9%
SCA
79
Salient Capital Advisors
Texas
$3.02M -$17.8K -975 -0.6%
STMM
80
South Texas Money Management
Texas
$2.99M +$492K +26,920 +20%
BCI
81
Brinker Capital Investments
Pennsylvania
$2.92M – – –
FA
82
FDx Advisors
Illinois
$2.72M +$60.3K +3,300 +2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.51M -$2.16M -118,185 -46%
CA
84
Cetera Advisors
Colorado
$2.47M +$62.9K +3,445 +3%
SF
85
Synovus Financial
Georgia
$2.37M +$301K +16,465 +15%
EFS
86
Essex Financial Services
Connecticut
$2.34M +$572K +31,325 +32%
LA
87
LVW Advisors
New York
$2.2M +$2.19K +120 +0.1%
BWM
88
Bernicke Wealth Management
Wisconsin
$1.9M -$459K -25,145 -19%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.82M -$2.76M -151,035 -60%
MHS
90
M Holdings Securities
Oregon
$1.79M +$124K +6,805 +7%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$1.55M +$1.55M +84,665 New
SG Americas Securities
92
SG Americas Securities
New York
$1.54M -$1.04M -57,190 -40%
B
93
Baird
Wisconsin
$1.5M +$797K +43,640 +114%
AC
94
Alexandria Capital
Virginia
$1.45M +$41.5K +2,270 +3%
MCC
95
Mid Continent Capital
Illinois
$1.38M +$10.5K +575 +0.8%
CIC
96
Cutler Investment Counsel
Oregon
$1.29M +$154K +8,310 +14%
JPTCCM
97
J.P. Turner & Co Capital Management
Georgia
$1.26M +$299K +16,355 +31%
PWMAG
98
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M +$25.1K +1,375 +2%
MA
99
Montag & Associates
Georgia
$1.09M – – –
TH
100
Timber Hill
Connecticut
$1.09M -$52.6K -2,880 -5%
2 3
4
5 6