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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 %
WPP
151
Whalerock Point Partners
Rhode Island
$249K +$21.6K +1,185 +9%
MAA
152
Managed Account Advisors
New Jersey
$242K +$242K +13,235 New
GWS
153
Glassman Wealth Services
Virginia
$222K – – –
VKH
154
Virtu KCG Holdings
New York
$210K +$210K +11,510 New
SEIA
155
Signature Estate & Investment Advisors
California
$172K +$9.15K +500 +6%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$165K -$13.1K -715 -7%
BWA
157
Burt Wealth Advisors
Maryland
$152K – – –
PMFA
158
Plante Moran Financial Advisors
Michigan
$136K – – –
PSI
159
Pinnacle Summer Investments
Virginia
$127K – – –
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$126K +$126K +6,885 New
BOK
161
Bank of Kentucky
Kentucky
$116K – – –
BBHC
162
Brown Brothers Harriman & Co
New York
$110K – – –
BWFA
163
Baltimore-Washington Financial Advisors
Maryland
$100K – – –
WA
164
Waverly Advisors
Alabama
$89K – – –
LWM
165
LBA Wealth Management
Florida
$87K – – –
RIA
166
Regal Investment Advisors
Michigan
$83K -$125K -6,795 -60%
WEC
167
Winslow Evans & Crocker
Massachusetts
$74.1K +$74.1K +4,060 New
Citigroup
168
Citigroup
New York
$74K -$126K -6,870 -63%
HDIM
169
Hanson & Doremus Investment Management
Vermont
$67K +$365 +20 +0.5%
NFG
170
Next Financial Group
Texas
$59K – – –
HNB
171
Huntington National Bank
Ohio
$58K +$58K +3,165 New
AIM
172
Advantage Investment Management
Iowa
$50K +$31.9K +1,760 +176%
IC
173
Intersect Capital
California
$39K +$39K +2,110 New
IWM
174
Integrated Wealth Management
California
$38K +$38K +2,125 New
VIA
175
Vantage Investment Advisors
Pennsylvania
$37K +$21.1K +1,150 +132%
4 5 6
7
8