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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 %
WF
126
WealthTrust Fairport
Ohio
$546K +$2.28K +125 +0.4%
Citadel Advisors
127
Citadel Advisors
Florida
$524K +$524K +28,690 New
RFC
128
Regions Financial Corp
Alabama
$514K +$35.7K +1,955 +7%
GLRA
129
Gerald L. Ray & Associates
Texas
$474K – – –
CSIA
130
Charles Schwab Investment Advisory
California
$473K +$473K +25,925 New
EWM
131
Evercore Wealth Management
New York
$472K +$472K +25,890 New
ICOA
132
Investment Centers of America
North Dakota
$471K -$155K -8,485 -25%
HCA
133
Harbour Capital Advisors
Virginia
$457K – – –
VFA
134
Voya Financial Advisors
Connecticut
$443K +$443K +24,065 New
MCA
135
Mercer Capital Advisers
New Jersey
$425K – – –
SWM
136
SVA Wealth Management
Wisconsin
$410K – – –
FAM
137
Foothills Asset Management
Arizona
$408K – – –
SIG
138
Stanford Investment Group
California
$380K – – –
Creative Planning
139
Creative Planning
Kansas
$380K +$108K +5,940 +40%
IAA
140
Ironsides Asset Advisors
North Carolina
$376K – – –
MAM
141
Marquette Asset Management
Minnesota
$360K – – –
ALA
142
Atherton Lane Advisers
California
$354K -$673K -36,825 -66%
FIM
143
Freedom Investment Management
Connecticut
$334K – – –
ONB
144
Old National Bancorp
Indiana
$295K – – –
NPC
145
National Planning Corporation
California
$286K -$328K -17,725 -53%
EWA
146
EP Wealth Advisors
California
$276K – – –
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$274K – – –
TI
148
Truepoint Inc
Ohio
$258K – – –
PA
149
Paracle Advisors
Washington
$252K – – –
CS
150
Comerica Securities
Michigan
$252K +$252K +13,795 New
4 5
6
7 8