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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

185 hedge funds and large institutions have $2.15B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-13
Holders Change %
-6.57%
% of All Funds
4.94%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
14
Increased
70
Reduced
70
Closed
25
Calls
–
Puts
$180K
Net Calls
-$180K
Net Calls Change
-$180K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$86.7M
2
CIA
2
Choate Investment Advisors
Massachusetts
$56.1M
3
RVPG
3
Relative Value Partners Group
$16.2M
4
Ameriprise
4
Ameriprise
Minnesota
$54.5M
5
CFA
5
Carroll Financial Associates
North Carolina
$64.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$156M
2
SMG
2
Spectrum Management Group
Indiana
$2.77M
3
Bank of America
3
Bank of America
North Carolina
$241M
4
RJT
4
Raymond James Trust
Florida
$298K
5
TWA
5
Tillar-Wenstrup Advisors
Ohio
$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
101
AIMZ Investment Advisors
California
$1.21M +$607K +33,800 +100%
Northern Trust
102
Northern Trust
Illinois
$1.11M +$30K +1,700 +3%
FAAS
103
First Allied Advisory Services
California
$1.06M -$120K -6,830 -10%
IA
104
IFP Advisors
Florida
$1.06M +$774K +34,210 +271%
MA
105
Montag & Associates
Georgia
$1.05M – – –
Comerica Bank
106
Comerica Bank
Texas
$1.05M – – –
RFC
107
Regions Financial Corp
Alabama
$997K +$33.3K +1,890 +3%
Brown Advisory
108
Brown Advisory
Maryland
$995K +$70K +3,975 +8%
BWM
109
Bernicke Wealth Management
Wisconsin
$952K -$27.2K -1,545 -3%
WG
110
Welch Group
Alabama
$948K +$219K +14,560 +30%
Lido Advisors
111
Lido Advisors
California
$851K +$851K +48,255 New
CCM
112
Colorado Capital Management
Colorado
$793K +$21.2K +1,205 +3%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$743K -$1.18M -67,055 -61%
CS
114
Credit Suisse
Switzerland
$622K -$1.03M -58,510 -62%
ACM
115
Argentus Capital Management
Texas
$592K +$564K +32,025 +2,040%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$587K +$312K +17,670 +113%
SPC
117
Sigma Planning Corp
Michigan
$570K +$17.4K +990 +3%
LA
118
LVW Advisors
New York
$568K -$17.5K -995 -3%
WAM
119
Weatherly Asset Management
California
$567K – – –
RIL
120
Rothschild Investment LLC
Illinois
$564K – – –
SC
121
Scotia Capital
Ontario, Canada
$564K +$128K +7,260 +29%
SI
122
SII Investments
Wisconsin
$544K -$70.4K -4,020 -11%
EWM
123
Evercore Wealth Management
New York
$536K – – –
M&T Bank
124
M&T Bank
New York
$527K +$4.67K +265 +0.9%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$526K -$5.45M -308,875 -91%
3 4
5
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