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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 %
Comerica Bank
101
Comerica Bank
Texas
$1.07M -$1.07M -58,500 -50%
TRCT
102
Tower Research Capital (TRC)
New York
$1.03M +$1.03M +56,190 New
PG
103
Patten Group
Tennessee
$1.02M -$452K -24,740 -31%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$1.02M -$24.5K -1,340 -2%
LNB
105
Ledyard National Bank
$945K -$1.24M -67,725 -57%
UCFA
106
United Capital Financial Advisors
Texas
$919K -$362K -19,570 -28%
CWM
107
Concert Wealth Management
California
$896K -$38K -5,150 -4%
CNB
108
City National Bank
California
$871K -$34.7K -1,900 -4%
VNA
109
Valley National Advisers
Pennsylvania
$864K +$864K +47,315 New
SI
110
SII Investments
Wisconsin
$857K -$671K -36,850 -44%
SC
111
Scotia Capital
Ontario, Canada
$806K -$276K -15,125 -26%
FAAS
112
First Allied Advisory Services
California
$805K -$818K -44,740 -50%
Northern Trust
113
Northern Trust
Illinois
$784K -$140K -7,690 -15%
M&T Bank
114
M&T Bank
New York
$757K -$2.65K -145 -0.3%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$723K +$283K +15,485 +64%
Barclays
116
Barclays
United Kingdom
$718K +$121K +6,660 +20%
UFA
117
US Financial Advisors
Massachusetts
$684K +$18.4K +1,010 +3%
RDM
118
Retirement Design & Management
Connecticut
$654K -$85.7K -4,685 -12%
Brown Advisory
119
Brown Advisory
Maryland
$647K +$120K +6,600 +23%
SPC
120
Sigma Planning Corp
Michigan
$636K -$174K -9,510 -21%
IH
121
IFC Holdings
Florida
$634K +$2.18K +120 +0.3%
AIA
122
AIMZ Investment Advisors
California
$617K – – –
WAM
123
Weatherly Asset Management
California
$600K – – –
RIL
124
Rothschild Investment LLC
Illinois
$584K – – –
AF
125
Aldebaran Financial
$548K – – –
3 4
5
6 7