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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 %
FAAS
101
First Allied Advisory Services
California
$1.17M -$2.12M -121,950 -64%
Northern Trust
102
Northern Trust
Illinois
$1.06M +$134K +7,700 +14%
MA
103
Montag & Associates
Georgia
$1.04M – – –
BWM
104
Bernicke Wealth Management
Wisconsin
$965K -$61.8K -3,560 -6%
Comerica Bank
105
Comerica Bank
Texas
$956K – – –
RFC
106
Regions Financial Corp
Alabama
$950K -$6.95K -400 -0.7%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$940K -$15.3M -883,310 -94%
Brown Advisory
108
Brown Advisory
Maryland
$912K +$121K +6,950 +15%
SBIA
109
Sheaff Brock Investment Advisors
Indiana
$907K +$907K +52,210 New
WA1
110
Wimmer Associates 1
California
$854K +$854K +49,200 New
WG
111
Welch Group
Alabama
$840K -$5.82K -335 -0.7%
VKH
112
Virtu KCG Holdings
New York
$836K +$533K +30,690 +176%
CCM
113
Colorado Capital Management
Colorado
$760K +$760K +43,785 New
UFA
114
US Financial Advisors
Massachusetts
$642K +$79.6K +4,585 +14%
SI
115
SII Investments
Wisconsin
$608K -$133K -7,660 -18%
AIA
116
AIMZ Investment Advisors
California
$587K – – –
LA
117
LVW Advisors
New York
$577K -$1.48M -85,325 -72%
WAM
118
Weatherly Asset Management
California
$559K -$12.2K -700 -2%
RIL
119
Rothschild Investment LLC
Illinois
$556K – – –
SPC
120
Sigma Planning Corp
Michigan
$545K -$37K -2,130 -6%
KSA
121
Ken Stern & Associates
California
$535K +$535K +30,805 New
EWM
122
Evercore Wealth Management
New York
$528K – – –
M&T Bank
123
M&T Bank
New York
$515K -$2.61K -150 -0.5%
TH
124
Timber Hill
Connecticut
$499K -$1.04M -60,140 -68%
IH
125
IFC Holdings
Florida
$487K -$89.2K -5,145 -15%
3 4
5
6 7