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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 %
TH
76
Timber Hill
Connecticut
$2.96M +$2.96M +148,800 New
FA
77
FDx Advisors
Illinois
$2.91M +$227K +11,400 +8%
STMM
78
South Texas Money Management
Texas
$2.87M – – –
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$2.82M -$78.6K -3,950 -3%
GC
80
Gratus Capital
Georgia
$2.82M -$82.9K -4,165 -3%
SIAS
81
Shine Investment Advisory Services
Colorado
$2.72M -$25K -1,255 -0.9%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$2.68M +$2.17M +109,210 +430%
CTC
83
Central Trust Company
Missouri
$2.64M -$247K -12,415 -9%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$2.61M -$5.51M -276,830 -68%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$2.52M -$69.6K -3,495 -3%
NEPWA
86
New England Private Wealth Advisors
Massachusetts
$2.42M +$10.5K +525 +0.4%
CWM
87
Concert Wealth Management
California
$2.37M -$662K -33,360 -22%
WA1
88
Wimmer Associates 1
California
$2.18M +$3.98K +200 +0.2%
VWA
89
V Wealth Advisors
Kansas
$2.14M +$191K +9,595 +10%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$1.94M -$44.9K -2,255 -2%
VNA
91
Valley National Advisers
Pennsylvania
$1.92M +$3.48K +175 +0.2%
EFS
92
Essex Financial Services
Connecticut
$1.9M +$248K +12,480 +15%
SG Americas Securities
93
SG Americas Securities
New York
$1.87M -$109K -5,500 -6%
CIC
94
Cutler Investment Counsel
Oregon
$1.86M +$72.5K +3,640 +4%
MHS
95
M Holdings Securities
Oregon
$1.83M -$138K -6,945 -7%
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$1.8M +$75.6K +3,800 +4%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$1.76M +$223K +11,220 +15%
CCA
98
Clearwater Capital Advisors
Illinois
$1.69M +$26.8K +1,335 +2%
AC
99
Alexandria Capital
Virginia
$1.59M +$61.3K +3,080 +4%
RIL
100
Rothschild Investment LLC
Illinois
$1.57M +$59.7K +3,000 +4%
2 3
4
5 6