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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

179 hedge funds and large institutions have $2.04B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-5
Holders Change %
-2.72%
% of All Funds
5%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.81%
New
14
Increased
64
Reduced
63
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$43.8M
2
USAA
2
United Services Automobile Association
Texas
$94.6M
3
Ameriprise
3
Ameriprise
Minnesota
$33.3M
4
UBS Group
4
UBS Group
Switzerland
$73.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.64M

Top Sellers

1
Invesco
1
Invesco
Georgia
$177M
2
SMG
2
Spectrum Management Group
Indiana
$58.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.2M
4
Bank of America
4
Bank of America
North Carolina
$249M
5
HFS
5
HL Financial Services
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
76
First Allied Advisory Services
California
$3.13M -$458K -27,675 -13%
Goldman Sachs
77
Goldman Sachs
New York
$2.73M +$514K +30,975 +23%
CTC
78
Central Trust Company
Missouri
$2.7M +$41.5K +2,500 +2%
GC
79
Gratus Capital
Georgia
$2.67M -$145K -8,755 -5%
SIAS
80
Shine Investment Advisory Services
Colorado
$2.65M +$2.65M +159,700 New
CA
81
Cetera Advisors
Colorado
$2.6M +$213K +12,810 +9%
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$2.4M -$480K -28,965 -17%
BTS
83
BB&T Securities
Virginia
$2.37M -$352K -21,235 -13%
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$2.14M +$647K +39,000 +43%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$2.1M +$699K +42,140 +50%
EFS
86
Essex Financial Services
Connecticut
$2.08M +$39.4K +2,375 +2%
TRCT
87
Tower Research Capital (TRC)
New York
$2.01M -$1.87M -112,605 -48%
LA
88
LVW Advisors
New York
$1.97M -$88.9K -5,360 -4%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.76M +$292K +17,640 +20%
Jane Street
90
Jane Street
New York
$1.75M +$972K +58,595 +124%
MHS
91
M Holdings Securities
Oregon
$1.67M -$7.46K -450 -0.4%
CS
92
Credit Suisse
Switzerland
$1.58M +$1.58M +95,505 New
VNA
93
Valley National Advisers
Pennsylvania
$1.52M -$21.7K -1,310 -1%
TH
94
Timber Hill
Connecticut
$1.47M +$528K +31,815 +56%
CNB
95
City National Bank
California
$1.39M +$212K +12,800 +18%
AC
96
Alexandria Capital
Virginia
$1.36M +$46.3K +2,795 +4%
CIC
97
Cutler Investment Counsel
Oregon
$1.28M +$74.9K +4,520 +6%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.03M +$10.3K +620 +1%
MA
99
Montag & Associates
Georgia
$990K – – –
BWM
100
Bernicke Wealth Management
Wisconsin
$980K -$124K -7,475 -11%
2 3
4
5 6