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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

184 hedge funds and large institutions have $2.29B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 82 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.96%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.78%
New
14
Increased
82
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Grimes & Company
Massachusetts
$47.1M
2
Invesco
2
Invesco
Georgia
$319M
3
CFA
3
Carroll Financial Associates
North Carolina
$40.6M
4
LPL Financial
4
LPL Financial
California
$35.9M
5
UBS Group
5
UBS Group
Switzerland
$73M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.03M
2
OC
2
Oppenheimer & Co
New York
$264K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$26.7M
4
Jane Street
4
Jane Street
New York
$855K
5
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Concert Wealth Management
California
$3.01M +$814K +44,950 +37%
BTS
77
BB&T Securities
Virginia
$2.97M +$88.8K +4,895 +3%
DIP
78
DT Investment Partners
Pennsylvania
$2.94M +$2.94M +161,815 New
CTC
79
Central Trust Company
Missouri
$2.9M -$277K -15,280 -9%
BCI
80
Brinker Capital Investments
Pennsylvania
$2.9M – – –
FA
81
FDx Advisors
Illinois
$2.85M +$146K +8,040 +5%
SF
82
Synovus Financial
Georgia
$2.71M +$379K +21,105 +16%
CSIA
83
Charles Schwab Investment Advisory
California
$2.64M +$2.17M +119,755 +462%
CA
84
Cetera Advisors
Colorado
$2.6M +$152K +8,390 +6%
Goldman Sachs
85
Goldman Sachs
New York
$2.42M -$2.02M -111,315 -45%
LA
86
LVW Advisors
New York
$2.25M +$58.8K +3,245 +3%
EFS
87
Essex Financial Services
Connecticut
$2.24M -$88.4K -4,875 -4%
Comerica Bank
88
Comerica Bank
Texas
$2.12M +$1.06M +58,500 +100%
MHS
89
M Holdings Securities
Oregon
$1.84M +$56.1K +3,095 +3%
VNA
90
Valley National Advisers
Pennsylvania
$1.69M +$828K +45,660 +97%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M +$387K +21,350 +31%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.61M +$1.61M +88,515 New
UCFA
93
United Capital Financial Advisors
Texas
$1.58M +$674K +37,180 +75%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$1.53M -$958K -52,785 -38%
AC
95
Alexandria Capital
Virginia
$1.44M +$1.27K +70 +0.1%
CIC
96
Cutler Investment Counsel
Oregon
$1.32M +$61.4K +3,385 +5%
CNB
97
City National Bank
California
$1.28M +$418K +23,040 +48%
MAA
98
Managed Account Advisors
New Jersey
$1.24M +$998K +55,050 +416%
BWM
99
Bernicke Wealth Management
Wisconsin
$1.21M -$679K -37,415 -36%
JPTCCM
100
J.P. Turner & Co Capital Management
Georgia
$1.16M -$92K -5,070 -7%
2 3
4
5 6