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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
LPL Financial
California
$65.1M
2
Bank of America
Bank of America
North Carolina
$275M
3
CSIA
Charles Schwab Investment Advisory
California
$106M
4
JFA
JNBA Financial Advisors
Minnesota
$6.8M
5
USAA
United Services Automobile Association
Texas
$142M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$55.9M
2
UBS Group
UBS Group
Switzerland
$49.6M
3
SMA
Simply Money Advisors
Ohio
$39.4M
4
LPT
Legacy Private Trust
Wisconsin
$32.9M
5
RCM
Rivernorth Capital Management
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$552K -$185K -9,290 -25%
SFS
127
Summit Financial Strategies
Ohio
$521K – – –
William Blair & Company
128
William Blair & Company
Illinois
$517K +$27.4K +1,375 +6%
CA
129
Cetera Advisors
Colorado
$506K +$72.2K +3,630 +17%
AIA
130
AIMZ Investment Advisors
California
$498K – – –
Creative Planning
131
Creative Planning
Kansas
$487K +$3.98K +200 +0.8%
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$474K +$4.28K +215 +0.9%
SWM
133
SVA Wealth Management
Wisconsin
$447K – – –
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$69.3K +3,480 +19%
SC
135
Scotia Capital
Ontario, Canada
$425K +$45.4K +2,280 +12%
WF
136
WealthTrust Fairport
Ohio
$418K -$28.9K -1,450 -6%
LWAC
137
Laurel Wealth Advisors (California)
California
$406K +$406K +20,400 New
IH
138
IFC Holdings
Florida
$392K +$1.99K +100 +0.5%
SIG
139
Stanford Investment Group
California
$391K -$23.6K -1,185 -6%
Wolverine Trading
140
Wolverine Trading
Illinois
$388K -$16.3K -820 -4%
MMPW
141
Mitchell McLeod Pugh & Williams
Alabama
$362K +$362K +18,175 New
ICOA
142
Investment Centers of America
North Dakota
$353K +$6.18K +310 +2%
TRCT
143
Tower Research Capital (TRC)
New York
$349K -$221K -11,075 -39%
BFC
144
Blue Fin Capital
Rhode Island
$346K +$121K +6,075 +54%
RC
145
Roundview Capital
New Jersey
$340K -$49.8K -2,500 -13%
RJT
146
Raymond James Trust
Florida
$336K – – –
SWP
147
Stratos Wealth Partners
Ohio
$315K – – –
ONB
148
Old National Bancorp
Indiana
$309K – – –
LSA
149
L & S Advisors
California
$288K – – –
CCM
150
Covington Capital Management
California
$283K +$283K +14,215 New
4 5
6
7 8