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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

198 hedge funds and large institutions have $2.16B invested in Invesco FTSE RAFI US 1000 ETF in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+19
Holders Change %
+10.61%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.74%
New
31
Increased
66
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$225M
2
LPL Financial
2
LPL Financial
California
$56.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$29.5M
4
CFA
4
Carroll Financial Associates
North Carolina
$54.3M
5
RJT
5
Raymond James Trust
Florida
$10.9M

Top Sellers

1
SMG
1
Spectrum Management Group
Indiana
$27.3M
2
GA
2
Geller Advisors
New York
$21.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$940K
4
CIA
4
Choate Investment Advisors
Massachusetts
$25.7M
5
Bank of America
5
Bank of America
North Carolina
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
FDx Advisors
Illinois
$2.8M +$2.8M +160,925 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.77M +$2.77M +159,340 New
CTC
78
Central Trust Company
Missouri
$2.77M -$55.1K -3,175 -2%
SIAS
79
Shine Investment Advisory Services
Colorado
$2.74M -$31.9K -1,835 -1%
GC
80
Gratus Capital
Georgia
$2.47M -$319K -18,350 -11%
BTS
81
BB&T Securities
Virginia
$2.24M -$242K -13,915 -10%
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$2.19M -$312K -18,000 -12%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.15M -$4.95M -285,065 -70%
Goldman Sachs
84
Goldman Sachs
New York
$2.14M -$722K -41,595 -25%
EFS
85
Essex Financial Services
Connecticut
$2.02M -$163K -9,410 -7%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$2.01M -$2.18M -125,550 -52%
TRCT
87
Tower Research Capital (TRC)
New York
$1.9M -$209K -12,030 -10%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$1.9M +$52.8K +3,040 +3%
CGL
89
Clarius Group LLC
Washington
$1.86M +$1.86M +107,075 New
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$1.85M -$397K -22,850 -18%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.76M +$1.48M +85,290 +526%
WB
92
Webster Bank
Connecticut
$1.74M -$2.36M -135,930 -58%
MHS
93
M Holdings Securities
Oregon
$1.73M -$19.3K -1,110 -1%
VNA
94
Valley National Advisers
Pennsylvania
$1.69M +$100K +5,755 +6%
RDM
95
Retirement Design & Management
Connecticut
$1.67M +$1.11M +63,740 +198%
CS
96
Credit Suisse
Switzerland
$1.63M -$29.5K -1,700 -2%
GWM
97
Gupta Wealth Management
California
$1.48M +$1.48M +85,355 New
AC
98
Alexandria Capital
Virginia
$1.43M +$2.17K +125 +0.2%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$1.34M +$262K +15,115 +24%
CIC
100
Cutler Investment Counsel
Oregon
$1.33M -$10.9K -630 -0.8%
2 3
4
5 6