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Invesco FTSE RAFI US 1000 ETF
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Overview Fund Activity

186 hedge funds and large institutions have $2.28B invested in Invesco FTSE RAFI US 1000 ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
4.97%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
19
Increased
60
Reduced
70
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$249M
2
USAA
2
United Services Automobile Association
Texas
$120M
3
CFA
3
Carroll Financial Associates
North Carolina
$77.5M
4
Ameriprise
4
Ameriprise
Minnesota
$65.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.61M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$28.7M
2
FMWA
2
Forvis Mazars Wealth Advisors
Missouri
$38M
3
Wells Fargo
3
Wells Fargo
California
$39.8M
4
WBG
4
Wharton Business Group
Pennsylvania
$12.9M
5
Bank of America
5
Bank of America
North Carolina
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
101
V Wealth Advisors
Kansas
$1.44M -$711K -39,320 -33%
MFS
102
McNamara Financial Services
Massachusetts
$1.43M -$5.34K -295 -0.4%
CCA
103
Clearwater Capital Advisors
Illinois
$1.38M +$1.38M +76,410 New
AC
104
Alexandria Capital
Virginia
$1.37M -$17.5K -965 -1%
WB
105
Webster Bank
Connecticut
$1.35M -$36.1K -1,995 -3%
RDM
106
Retirement Design & Management
Connecticut
$1.24M -$66K -3,645 -5%
MA
107
Montag & Associates
Georgia
$1.08M – – –
Northern Trust
108
Northern Trust
Illinois
$1.03M -$113K -6,225 -10%
Brown Advisory
109
Brown Advisory
Maryland
$1.02M – – –
WG
110
Welch Group
Alabama
$955K -$19K -1,225 -2%
RFC
111
Regions Financial Corp
Alabama
$954K -$70.4K -3,890 -7%
FAAS
112
First Allied Advisory Services
California
$929K -$165K -9,085 -15%
BWM
113
Bernicke Wealth Management
Wisconsin
$882K -$95.6K -5,280 -10%
CCM
114
Colorado Capital Management
Colorado
$819K +$4.98K +275 +0.6%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$762K -$1.27K -70 -0.2%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$660K +$174K +9,610 +36%
ACM
117
Argentus Capital Management
Texas
$658K +$49.6K +2,740 +8%
PAG
118
Private Advisor Group
New Jersey
$657K +$657K +36,495 New
WAM
119
Weatherly Asset Management
California
$597K +$14.4K +795 +2%
SPC
120
Sigma Planning Corp
Michigan
$596K +$10.7K +590 +2%
SI
121
SII Investments
Wisconsin
$581K +$19.6K +1,085 +3%
RIL
122
Rothschild Investment LLC
Illinois
$579K – – –
SC
123
Scotia Capital
Ontario, Canada
$554K -$25.9K -1,430 -4%
EWM
124
Evercore Wealth Management
New York
$550K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$548K -$54.5K -3,010 -9%
3 4
5
6 7