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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 %
MFS
101
McNamara Financial Services
Massachusetts
$1.56M -$1.69K -85 -0.1%
WB
102
Webster Bank
Connecticut
$1.42M -$61.8K -3,105 -4%
MA
103
Montag & Associates
Georgia
$1.21M – – –
Jane Street
104
Jane Street
New York
$1.16M -$2.07M -104,085 -64%
PCFFS
105
Pacific Center for Financial Services
California
$1.16M +$1.16M +58,095 New
RFC
106
Regions Financial Corp
Alabama
$1.16M +$107K +5,355 +10%
Brown Advisory
107
Brown Advisory
Maryland
$1.05M – – –
WCF
108
West Coast Financial
California
$1.03M -$123K -6,200 -11%
WG
109
Welch Group
Alabama
$1.03M – – –
FAAS
110
First Allied Advisory Services
California
$974K -$6.97K -350 -0.7%
BWM
111
Bernicke Wealth Management
Wisconsin
$883K -$40.6K -2,040 -4%
CCM
112
Colorado Capital Management
Colorado
$868K -$18.9K -950 -2%
IA
113
IFP Advisors
Florida
$865K +$625K +31,420 +261%
KSA
114
Ken Stern & Associates
California
$850K – – –
TI
115
Truepoint Inc
Ohio
$777K +$777K +38,595 New
ACP
116
Aveo Capital Partners
Colorado
$721K +$721K +36,220 New
Northern Trust
117
Northern Trust
Illinois
$695K -$474K -23,815 -41%
GLRA
118
Gerald L. Ray & Associates
Texas
$678K +$3.39K +170 +0.5%
EWM
119
Evercore Wealth Management
New York
$665K -$51.9K -2,605 -7%
WAM
120
Weatherly Asset Management
California
$657K – – –
LCC
121
Lincoln Capital Corp
Rhode Island
$623K +$623K +31,410 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$611K -$100 -5 -0%
MRC
123
Millburn Ridgefield Corp
New York
$606K +$606K +30,420 New
CAM
124
Cidel Asset Management
Ontario, Canada
$596K – – –
M&T Bank
125
M&T Bank
New York
$569K +$12.4K +625 +2%
3 4
5
6 7